RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
William Joseph Capital Management, Inc.
RIABristol, CT
AUM $694MTEAM 27REPS 31
ICV Partners, LLC
RIAMiami, FL
AUM $694MTEAM 13REPS 5
Black Swift Group, LLC
RIABoulder, CO
AUM $694MTEAM 9REPS 11
Moneda USA, Inc.
RIANew York, NY
AUM $694MTEAM 5REPS 4
Cogenuity Partners, LLC
RIASan Francisco, CA
AUM $694MTEAM 16REPS 3
WMG Financial Advisors, LLC
RIAKnoxville, TN
AUM $694MTEAM 18REPS 15
Cambridge Advisors Inc
RIAOmaha, NE
AUM $694MTEAM 6REPS 4
BW & Associates, Inc.
RIAOrange, CA
AUM $693MTEAM 5REPS 4
Skyoak Wealth
RIASouthfield, MI
AUM $693MTEAM 7REPS 6
Covenant Asset Management, LLC
RIAChester, NJ
AUM $693MTEAM 11REPS 10
Eichner Investment Planning, LLC
RIACincinnati, OH
AUM $692MTEAM 1REPS 1
Madrona Financial & Cpas
RIAEverett, WA
AUM $692MTEAM 18REPS 11
Unio Capital LLC
RIAPrinceton, NJ
AUM $691MTEAM 8REPS 2
Ramsey Quantitative Systems, Inc.
RIALouisville, KY
AUM $691MTEAM 20REPS 1
Westchester Capital Management Inc
RIAOmaha, NE
AUM $691MTEAM 9REPS 3
Park Road Partners LP
RIANew York, NY
AUM $691MTEAM 6REPS 2
Lazari Capital Management, Inc.
RIABurbank, CA
AUM $691MTEAM 14REPS 12
TRP Capital Advisors V, LLC
RIABirmingham, MI
AUM $691MTEAM 11REPS 4
Brainvest Wealth Management LLC
RIAMiami, FL
AUM $691MTEAM 8REPS 6
Alti Wealth Management (US International), Inc.
RIACoral Gables, FL
AUM $691MTEAM 10REPS 6
Sageone Investment Managers LLP
RIAPune
AUM $691MTEAM 21REPS 3
Milestone Asset Management, LLC
RIAPittsburgh, PA
AUM $691MTEAM 13REPS 11
Plan Group Financial, Inc.
RIAOklahoma City, OK
AUM $690MTEAM 29REPS 19
Newpoint Real Estate Investment Management LLC
RIANew York, NY
AUM $690MTEAM 10REPS 4
Other AUM ranges
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