RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Taiber, Kosmala & Associates, LLC
RIAChicago, IL
AUM $717MTEAM 18REPS 3
Main Street Retirement Planning, LLC
RIACoppell, TX
AUM $717MTEAM 3REPS 3
Lygh Capital Pte. Ltd.
RIASingapore
AUM $717MTEAM 7REPS 3
Aisling Capital Management LP
RIANew York, NY
AUM $716MTEAM 12REPS 3
Morin Private Client Group, LLC
RIAAUM $716MTEAM 4REPS 2
RBF Wealth Advisors
RIASaint Louis, MO
AUM $716MTEAM 17REPS 11
Grant Avenue Capital LLC
RIANew York, NY
AUM $716MTEAM 14REPS 2
Altrius Capital Management, Inc.
RIANovi, MI
AUM $716MTEAM 12REPS 8
Davern Capital Partners, LP
RIANew York, NY
AUM $715MTEAM 4REPS 2
Atlas Legacy Advisors LLC
RIALos Angeles, CA
AUM $715MTEAM 5REPS 4
Uscf Advisers
RIAWalnut Creek, CA
AUM $715MTEAM 14REPS 6
Financial Management Strategies, Inc.
RIABroadview Heights, OH
AUM $714MTEAM 23REPS 22
Old Peak Finance
RIAChapel Hill, NC
AUM $714MTEAM 9REPS 8
Alpha Investment Consulting Group, LLC
RIAMilwaukee, WI
AUM $714MTEAM 8REPS 3
Ventura Wealth Management
RIAYardley, PA
AUM $713MTEAM 12REPS 10
Drake Capital Advisors LLC
RIAOld Greenwich, CT
AUM $713MTEAM 5REPS 3
RV Capital
RIASchindellegi
AUM $713MTEAM 3REPS 2
Frontier Global Partners LLC
RIALa Jolla, CA
AUM $713MTEAM 10REPS 7
By Crypto Management, LLC
RIALittle Rock, AR
AUM $713MTEAM 15REPS 5
Essex Investment Management Company, LLC
RIABoston, MA
AUM $713MTEAM 13REPS 6
Fieldview Capital Management, LLC
RIANiles, MI
AUM $713MTEAM 14REPS 1
Excalibur Management Corp
RIAWaltham, MA
AUM $712MTEAM 12REPS 8
Valtinson Bruner Financial Planning
RIANew Brighton, MN
AUM $712MTEAM 11REPS 7
Woodland Wealth Partners
RIAPepper Pike, OH
AUM $712MTEAM 4REPS 4
Other AUM ranges
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