RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Pier Capital, LLC
RIAStamford, CT
AUM $648MTEAM 9REPS 7
Boston Standard Wealth Management, LLC
RIAWinchester, MA
AUM $648MTEAM 6REPS 4
Standard General L.P.
RIANew York, NY
AUM $647MTEAM 6REPS 2
ACT Two Investors LLC
RIAAUM $647MTEAM 1REPS 2
Guardian Point Capital, LP
RIACharlottesville, VA
AUM $646MTEAM 4REPS 4
Peakview Capital
RIAMenlo Park, CA
AUM $646MTEAM 5REPS 2
SSW Partners
RIANew York, NY
AUM $646MTEAM 5REPS 4
GPB Capital Holdings, LLC
RIAGreenwich, CT
AUM $646MTEAM 7REPS 3
Legacy Wealth Partners, LLC
RIALakewood, CO
AUM $646MTEAM 15REPS 9
Mcginty Road Partners, LP
RIAMinnetonka, MN
AUM $646MTEAM 13REPS 6
Kitching Partners, LLC
RIAConshohocken, PA
AUM $646MTEAM 19REPS 4
Cambridge Financial Group, LLC
RIATucson, AZ
AUM $646MTEAM 10REPS 5
Triumph Capital Management
RIADenver, CO
AUM $646MTEAM 18REPS 14
Shankervalleau Wealth Advisors, Inc.
RIASkokie, IL
AUM $645MTEAM 8REPS 4
Dafna Capital Management, LLC
RIALos Angeles, CA
AUM $645MTEAM 8REPS 3
DWM Asset Management, LLC
RIAStamford, CT
AUM $645MTEAM 36REPS 3
Spicewood Mineral Management, LLC
RIADallas, TX
AUM $645MTEAM 10REPS 1
1808 Capital Partners
RIAGreensboro, NC
AUM $645MTEAM 5REPS 5
Eldred Rock Partners, LLC
RIASan Antonio, TX
AUM $644MTEAM 10REPS 5
Buckley Wealth
RIALas Vegas, NV
AUM $644MTEAM 6REPS 7
Heron Bay Capital Management
RIABloomfield Hills, MI
AUM $644MTEAM 7REPS 7
Cadent Energy Partners
RIARye Brook, NY
AUM $644MTEAM 2REPS 3
Karya Capital Management LP
RIANew York, NY
AUM $643MTEAM 4REPS 1
Heritage Wealth Management, Inc.
RIASan Diego, CA
AUM $643MTEAM 13REPS 7
Other AUM ranges
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