RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Synergy Investment Management LLC
RIAAltamonte Spirngs, FL
AUM $681MTEAM 22REPS 18
Belltower Partners
RIANew York, NY
AUM $681MTEAM 5REPS 2
Lees Monsour Group
RIAShreveport, LA
AUM $681MTEAM 4REPS 3
Mcnally Advisors, LLC
RIAChicago, IL
AUM $681MTEAM 21REPS 3
Eagle Bay Family Office
RIANew York, NY
AUM $681MTEAM 15REPS 11
JB Capital Partners
RIAAUM $681MTEAM 1REPS 1
1st & Main Growth Partners
RIAChicago, IL
AUM $680MTEAM 13REPS 2
Von Borstel & Associates
RIAThe Dalles, OR
AUM $680MTEAM 11REPS 4
EFM Investments & Advisory LLC
RIAPortland, OR
AUM $680MTEAM 13REPS 3
Truffle Hound Capital, LLC
RIABethesda, MD
AUM $680MTEAM 7REPS 3
Landmark Wealth Management
RIAGetzville, NY
AUM $680MTEAM 8REPS 7
Encore Housing Opportunity Fund Investment Manager, LLC
RIABoca Raton, FL
AUM $680MTEAM 47REPS 5
Century Management Financial Advisors
RIAAustin, TX
AUM $680MTEAM 16REPS 12
Saxon Financial Group
RIAHouston, TX
AUM $679MTEAM 19REPS 14
Brasada Capital Management, LP
RIAHouston, TX
AUM $679MTEAM 14REPS 9
Forefront Analytics, LLC
RIAWest Conshohocken, PA
AUM $679MTEAM 18REPS 5
Monument Group Wealth Advisors, LLC
RIAConcord, MA
AUM $679MTEAM 7REPS 3
Thor Wealth Management Inc
RIACincinnati, OH
AUM $679MTEAM 15REPS 8
Hudson Value Partners, LLC
RIAPalm Beach, FL
AUM $678MTEAM 5REPS 5
Tyme Advisors
RIAPlano, TX
AUM $678MTEAM 1REPS 1
Hyposwiss Advisors SA
RIAGeneva
AUM $678MTEAM 9REPS 5
MTM Investment Management, LLC
RIASpartanburg, SC
AUM $678MTEAM 8REPS 5
Castle Harlan, Inc.
RIANew York, NY
AUM $678MTEAM 27REPS 4
Good Springs Capital
RIANew York, NY
AUM $678MTEAM 8REPS 3
Other AUM ranges
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