RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Princeton Fund Advisors, LLC
RIADenver, CO
AUM $780MTEAM 8REPS 4
Faropoint Ventures, LLC
RIAHoboken, NJ
AUM $780MTEAM 116REPS 7
Lipe & Dalton Investment Counsel
RIASyracuse, NY
AUM $780MTEAM 2REPS 2
Safanad Inc.
RIANew York, NY
AUM $780MTEAM 31REPS 5
Wisdom Financial Services, L.L.C.
RIAGeneseo, IL
AUM $779MTEAM 14REPS 9
Artia Global Partners LP
RIAMiami, FL
AUM $779MTEAM 5REPS 2
Ramsay Stattman Vela & Price Inc
RIAColorado Springs, CO
AUM $779MTEAM 7REPS 5
M3f, Inc.
RIASalt Lake City , UT
AUM $778MTEAM 6REPS 2
Legacy Partners, LLC
RIALos Angeles, CA
AUM $778MTEAM 4REPS 3
Goalvest Advisory LLC
RIANew York, NY
AUM $778MTEAM 10REPS 7
Astira Capital Partners LP
RIABoston, MA
AUM $777MTEAM 14REPS 4
Snow Phipps Group, LLC
RIANew York, NY
AUM $777MTEAM 2REPS 6
Stormfield Capital, LLC
RIASouthport, CT
AUM $776MTEAM 24REPS 0
Meld Financial, Inc.
RIAVestavia, AL
AUM $776MTEAM 15REPS 12
Market Street Wealth Management Advisors, LLC
RIACarmel, IN
AUM $776MTEAM 12REPS 8
BCM Advisors, LLC
RIALafayette, LA
AUM $776MTEAM 9REPS 10
Global View Capital Management LLC
RIAWaukesha, WI
AUM $775MTEAM 122REPS 102
Grafine Capital Holdings LLC
RIANew York, NY
AUM $775MTEAM 14REPS 2
Newgen Asset Management Limited
RIAToronto Ontario
AUM $775MTEAM 13REPS 0
Habrok Capital Management LLP
RIALondon
AUM $774MTEAM 3REPS 2
Stoneridge Pmg Advisors, LLC
RIARadnor, PA
AUM $774MTEAM 11REPS 3
Strategic Value Bank Partners LLC
RIACleveland, OH
AUM $774MTEAM 7REPS 2
Embassy Asset Management LP
RIAShort Hills, NJ
AUM $774MTEAM 11REPS 5
Ampfield Management
RIANew York, NY
AUM $774MTEAM 8REPS 2
Other AUM ranges
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