RIAs: $500M – $1B AUM
2,401 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
CIRRUS REAL ESTATE PARTNERS
RIANew York, NY
AUM $970MTEAM 21REPS 3
BENTOAK CAPITAL
RIAWEATHERFORD, TX
AUM $970MTEAM 20REPS 20
TDA INVESTMENT GROUP
RIASAN MATEO, CA
AUM $969MTEAM 22REPS 3
EDGBASTON INVESTMENT PARTNERS
RIALONDON
AUM $969MTEAM 12REPS 6
CARRERA CAPITAL ADVISORS
RIATROY, MI
AUM $969MTEAM 13REPS 10
FIRST SENTIER INVESTORS (US) LLC
RIANew York, NY
AUM $969MTEAM 44REPS 6
CAT ROCK CAPITAL MANAGEMENT LP
RIAGREENWICH, CT
AUM $968MTEAM 6REPS 2
ODEON CAPITAL ADVISORS LLC
RIANew York, NY
AUM $967MTEAM 14REPS 8
FACTORIAL FUNDS MANAGEMENT LLC
RIASAN FRANCISCO, CA
AUM $967MTEAM 6REPS 4
LIFEWORKS ADVISORS, LLC
RIAGRAND RAPIDS, MI
AUM $967MTEAM 48REPS 44
BLUEPRINT FINANCIAL ADVISORS
RIACharlotte, NC
AUM $967MTEAM 35REPS 40
PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $966MTEAM 16REPS 2
TIMEFOLIO ASSET MANAGEMENT SINGAPORE PTE. LTD.
RIAsingapore singapore
AUM $966MTEAM 11REPS 3
ASHFORD CAPITAL MANAGEMENT INC
RIAWILMINGTON, DE
AUM $966MTEAM 14REPS 6
UNIQUE WEALTH, LLC
RIATAMPA, FL
AUM $966MTEAM 15REPS 13
HEXAGON CAPITAL PARTNERS, LLC
RIAROGERS, AR
AUM $965MTEAM 8REPS 5
RIVERBEND CAPITAL ADVISORS, LLC
RIACHICAGO, IL
AUM $965MTEAM 5REPS 4
CURIAM CAPITAL LLC
RIANew York, NY
AUM $965MTEAM 7REPS 6
BROOKWOOD ADVISORS, LLC
RIABEVERLY, MA
AUM $964MTEAM 5REPS 3
REVIVAL HEALTHCARE CAPITAL LLC
RIAAUSTIN, TX
AUM $964MTEAM 12REPS 3
GRACE & WHITE, INC
RIANew York, NY
AUM $964MTEAM 5REPS 9
ZENITH AM
RIAPARIS
AUM $964MTEAM 18REPS 1
AMI INVESTMENT MANAGEMENT INC
RIAKENDALLVILLE, IN
AUM $964MTEAM 6REPS 5
BOONE CAPITAL MANAGEMENT LLC
RIAAtlanta, GA
AUM $963MTEAM 5REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?