RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Apax Partners US, LLC
RIANew York, NY
AUM $768MTEAM 133REPS 9
New England Capital Financial Advisors LLC
RIACheshire, CT
AUM $768MTEAM 12REPS 6
Urban Fund Management, LLC
RIAPlano, TX
AUM $768MTEAM 67REPS 3
Community US Fund Management, Inc.
RIAAUM $768MTEAM 6REPS 2
Compass Advisors
RIAMelville, NY
AUM $767MTEAM 7REPS 5
Acme
RIASan Francisco, CA
AUM $767MTEAM 10REPS 3
Benchmark Plus Management
RIAGig Harbor, WA
AUM $767MTEAM 5REPS 4
Flowstone Partners, LLC
RIAAUM $767MTEAM 7REPS 4
Ironwood Capital Advisors LLC
RIAAvon, CT
AUM $766MTEAM 19REPS 5
Benchmark Financial Wealth Advisors LLC
RIABoca Raton, FL
AUM $766MTEAM 14REPS 8
Wisdomtree Digital Management, Inc.
RIANew York, NY
AUM $766MTEAM 6REPS 6
Coinfund Management LLC
RIANew York, NY
AUM $766MTEAM 18REPS 4
Demming Financial Services Corp.
RIAAurora, OH
AUM $766MTEAM 11REPS 5
T Ventures Management Co, Ltd.
RIASydney, New South Wales
AUM $766MTEAM 5REPS 6
Blue Edge Capital, LLC
RIARichmond, VA
AUM $765MTEAM 5REPS 4
Orange Investment Advisors, LLC
RIAWinter Park, FL
AUM $765MTEAM 4REPS 3
Moldenhauer & Associates
RIAOrchard Park, NY
AUM $765MTEAM 15REPS 10
Investment Performance Services LLC
RIASavannah, GA
AUM $764MTEAM 34REPS 4
Lepercq de Neuflize Asset Management LLC
RIANew York, NY
AUM $764MTEAM 16REPS 3
Stonecastle Advisors, LLC
RIANew York, NY
AUM $763MTEAM 6REPS 4
Tremont Realty Capital LLC
RIANewton, MA
AUM $763MTEAM 22REPS 7
Jeppson Wealth Management, LLC
RIAManhattan Beach, CA
AUM $763MTEAM 7REPS 7
First Financial Consulting
RIAPasadena, CA
AUM $763MTEAM 12REPS 8
Perennial
RIANew York, NY
AUM $762MTEAM 5REPS 5
Other AUM ranges
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