RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Rudius Management, L.P.
RIANew York, NY
AUM $956MTEAM 5REPS 2
Thorntree Capital Partners LP
RIABoston, MA
AUM $955MTEAM 8REPS 2
Foresight Global Investors, Inc.
RIAPurchase, NY
AUM $955MTEAM 6REPS 2
Buoyant Capital Private Limited
RIAMumbai
AUM $955MTEAM 79REPS 4
Cdam (UK) Ltd
RIALondon
AUM $954MTEAM 10REPS 10
Tarbox Family Office, Inc.
RIANewport Beach, CA
AUM $954MTEAM 8REPS 6
Arvin Capital Management LP
RIAAustin, TX
AUM $953MTEAM 7REPS 2
Slow Capital, Inc.
RIAGreenbrae, CA
AUM $953MTEAM 4REPS 2
Builder Investment Group
RIAAtlanta, GA
AUM $953MTEAM 6REPS 4
Ondo Capital Management LLC
RIAGreenwich, CT
AUM $953MTEAM 35REPS 2
D.B. Root & Company, LLC
RIAPittsburgh, PA
AUM $952MTEAM 22REPS 17
Martin, Javan Von
RIAAUM $952MTEAM 1REPS 1
Converium Capital Inc.
RIAMontreal
AUM $952MTEAM 12REPS 5
Legacy Financial Strategies, LLC
RIAOverland Park, KS
AUM $952MTEAM 16REPS 14
Cornerstone Planning Group
RIAFairfield, NJ
AUM $952MTEAM 21REPS 23
American Financial Advisors, LLC
RIAMarietta, GA
AUM $950MTEAM 6REPS 3
Brickley Wealth Management
RIASan Mateo, CA
AUM $950MTEAM 7REPS 6
Everview Partners, L.P.
RIANew York, NY
AUM $950MTEAM 21REPS 3
Robotti & Company Advisors, LLC
RIANew York, NY
AUM $950MTEAM 18REPS 10
Headlands Capital
RIANew York, NY
AUM $949MTEAM 13REPS 3
Ground Swell Capital, LLC
RIAFolly Beach, SC
AUM $949MTEAM 10REPS 6
Petrocap, LLC
RIADallas, TX
AUM $949MTEAM 15REPS 5
SMI Advisory Services, LLC
RIAColumbus, IN
AUM $949MTEAM 5REPS 9
The Mosaic Financial Group, LLC
RIAChicago, IL
AUM $949MTEAM 27REPS 9
Other AUM ranges
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