RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Shorebridge Capital Management, LLC
RIASummit, NJ
AUM $735MTEAM 5REPS 1
Stenger Family Office, LLC
RIANaperville, IL
AUM $735MTEAM 10REPS 7
Fractal Investments LLC
RIAAUM $735MTEAM 2REPS 2
Coefficient Capital
RIANew York, NY
AUM $735MTEAM 10REPS 4
Alpha Capital Management Group LLC
RIADenver, CO
AUM $734MTEAM 3REPS 3
Girard Pension Services, LLC
RIAAllentown, PA
AUM $734MTEAM 15REPS 7
CL Wealth Management LLC
RIASchaumburg, IL
AUM $734MTEAM 42REPS 42
Allium Financial Advisors, LLC
RIALake Oswego, OR
AUM $734MTEAM 10REPS 7
Clarity Wealth Advisors
RIASan Jose, CA
AUM $733MTEAM 5REPS 2
Able Financial Group, LLC
RIAScottsdale, AZ
AUM $733MTEAM 14REPS 9
SC Management LLC
RIANew York, NY
AUM $733MTEAM 12REPS 3
Compound Advisors, LLC
RIANew York, NY
AUM $732MTEAM 7REPS 4
Walled Lake Planning & Wealth Management, LLC
RIAHighland Park, IL
AUM $732MTEAM 8REPS 6
Skba Capital Management, LLC
RIASan Francisco, CA
AUM $732MTEAM 10REPS 8
Navalign, LLC
RIAEncino, CA
AUM $732MTEAM 10REPS 10
Centerpoint Advisors, LLC
RIANeedham, MA
AUM $732MTEAM 12REPS 9
Astara Capital Partners, L.P.
RIANew York, NY
AUM $732MTEAM 19REPS 3
Newman Dignan & Sheerar, Inc
RIAProvidence, RI
AUM $731MTEAM 9REPS 6
Sevenbridge Financial Group, LLC
RIAHarrisburg, PA
AUM $731MTEAM 6REPS 4
Sturbridge Capital LLC
RIABirmingham, MI
AUM $731MTEAM 14REPS 2
Quantum Financial Services Inc.
RIAIndianapolis, IN
AUM $731MTEAM 2REPS 2
Traveka Wealth, LLC
RIALos Altos, CA
AUM $731MTEAM 7REPS 3
Bayhawk Capital LP
RIABoston, MA
AUM $731MTEAM 12REPS 3
Schwarz Dygos Wheeler Investment Advisors LLC
RIAMinneapolis, MN
AUM $730MTEAM 7REPS 6
Other AUM ranges
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