RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Garden State Investment Advisory Services, LLC
RIARed Bank, NJ
AUM $674MTEAM 32REPS 35
Cherry Tree Wealth Management, LLC
RIAMinnetonka, MN
AUM $673MTEAM 12REPS 12
DLJ Real Estate Capital Partners, LLC
RIANew York, NY
AUM $673MTEAM 8REPS 4
New England Capital Financial Advisors LLC
RIAMeriden, CT
AUM $673MTEAM 12REPS 6
Warana Capital, LLC
RIANew York, NY
AUM $673MTEAM 14REPS 2
Pinnacle Financial Group LLC
RIAWestern Springs, IL
AUM $673MTEAM 7REPS 5
Achieve Partners Management, LLC
RIANew York, NY
AUM $672MTEAM 12REPS 5
Adams Street Advisors, LLC
RIAChicago, IL
AUM $672MTEAM 318REPS 4
Firethorn Wealth Partners, LLC
RIAAugusta, GA
AUM $672MTEAM 9REPS 7
Lifecycle Financial Planners Inc.
RIABloomfield Hills, MI
AUM $672MTEAM 9REPS 5
Presilium Private Wealth, LLC
RIARadnor, PA
AUM $672MTEAM 7REPS 5
Spire Capital Management LLC
RIANew York, NY
AUM $671MTEAM 10REPS 5
Diversifi Capital LLC
RIALos Altos, CA
AUM $671MTEAM 13REPS 7
Arable Capital Partners, LLC
RIABellevue, WA
AUM $671MTEAM 8REPS 3
Harvest Financial Advisors, LLC
RIAWest Chester, OH
AUM $671MTEAM 9REPS 9
Planned Solutions, Inc.
RIAFolsom, CA
AUM $671MTEAM 11REPS 6
Montrose Advisors Inc
RIANew York, NY
AUM $671MTEAM 5REPS 6
ABS Legacy Partners, LLC
RIAHickory, NC
AUM $671MTEAM 3REPS 2
Elevation Wealth Partners, LLC
RIAWalnut Creek, CA
AUM $671MTEAM 8REPS 6
First Financial Coaching, Inc.
RIAMount Clemens, MI
AUM $671MTEAM 14REPS 14
Havenshare Financial, LLC
RIAAUM $670MTEAM 3REPS 2
Trinity Financial Advisors LLC
RIAColumbus, OH
AUM $670MTEAM 9REPS 7
Lombard Advisers Incorporated
RIABaltimore, MD
AUM $670MTEAM 41REPS 36
Dynasty Equity Partners Management, LLC
RIANew York, NY
AUM $670MTEAM 14REPS 4
Other AUM ranges
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