RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Crcm L.P.
RIASan Francisco, CA
AUM $747MTEAM 13REPS 3
Discipline Wealth Solutions, Inc.
RIAGreenville, SC
AUM $747MTEAM 18REPS 19
Skylands Capital, LLC
RIAMilwaukee, WI
AUM $747MTEAM 9REPS 4
Tillman Hartley LLC
RIADenver, CO
AUM $746MTEAM 5REPS 4
Derby Lane
RIANew York, NY
AUM $746MTEAM 12REPS 2
Blue Horizon Equity, Inc.
RIAPittsford, NY
AUM $746MTEAM 45REPS 26
Summit Investment Advisory Services
RIARoseville, MN
AUM $746MTEAM 11REPS 8
Seamount Financial Group Inc
RIAColorado Springs, CO
AUM $745MTEAM 10REPS 8
Beacon Global Advisor Network, LLC
RIAAtlanta, GA
AUM $745MTEAM 61REPS 57
Campbell Deegan Financial
RIARichmond, VA
AUM $745MTEAM 7REPS 4
Firebird Management
RIANew York, NY
AUM $745MTEAM 9REPS 2
Piney Lake Capital Management LP
RIAGreenwich, CT
AUM $745MTEAM 15REPS 2
Tremblant Capital Group
RIAWest Palm Beach, FL
AUM $745MTEAM 19REPS 2
Curewell Capital Management, LLC
RIALos Angeles, CA
AUM $744MTEAM 7REPS 3
Old Farm Partners LP
RIANew York, NY
AUM $744MTEAM 6REPS 2
Aegis Wealth
RIABethesda, MD
AUM $744MTEAM 6REPS 6
John E. Sestina and Company
RIAColumbus, OH
AUM $744MTEAM 19REPS 8
OFS Clo Management, LLC
RIAChicago, IL
AUM $744MTEAM 47REPS 4
Kendall Capital Management
RIARockville, MD
AUM $744MTEAM 12REPS 7
Element Wealth, LLC
RIARidgeland, MS
AUM $744MTEAM 15REPS 12
Interchange Capital Partners
RIAPittsburgh, PA
AUM $744MTEAM 13REPS 9
Sciens Water
RIANew York, NY
AUM $743MTEAM 15REPS 5
Quad Partners LLC
RIANew York, NY
AUM $743MTEAM 11REPS 3
Waystone Asset Management (USA) LLC
RIAChicago, IL
AUM $743MTEAM 5REPS 4
Other AUM ranges
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