RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Envoy Advisory Inc.
RIAColorado Springs, CO
AUM $615MTEAM 23REPS 11
Financial Alternatives, Inc.
RIALa Jolla, CA
AUM $615MTEAM 13REPS 6
Mystic Asset Management
RIAWarwick, RI
AUM $615MTEAM 3REPS 2
Lisc Fund Management, LLC
RIANew York, NY
AUM $615MTEAM 14REPS 8
Zega Investments, LLC
RIAPalm Beach Gardens, FL
AUM $614MTEAM 10REPS 8
Blue Owl Strategic Equity Advisors LLC
RIANew York, NY
AUM $614MTEAM 250REPS 5
Safe Harbor Family Capital, LLC
RIAChapel Hill, NC
AUM $614MTEAM 3REPS 1
Elmind Capital LP
RIAAUM $614MTEAM 2REPS 2
Turas Capital Management
RIABoston, MA
AUM $614MTEAM 2REPS 2
Seminal Food and Nutrition Investments, LLC
RIAWayne, PA
AUM $613MTEAM 5REPS 7
Auctus Advisors LLC
RIACharlotte, NC
AUM $613MTEAM 3REPS 2
Capital A Wealth Management
RIACranberry Township, PA
AUM $613MTEAM 21REPS 13
Novi Wealth Partners
RIAPrinceton, NJ
AUM $613MTEAM 11REPS 7
Wolff Financial Management LLC
RIAKalamazoo, MI
AUM $613MTEAM 6REPS 5
Atlantic Creek Investment Management, LLC
RIANew York, NY
AUM $612MTEAM 15REPS 5
Wealth Watch Advisors, Inc
RIAEnglewood, CO
AUM $612MTEAM 62REPS 55
Red Lighthouse Investment Management, LLC
RIAAUM $612MTEAM 1REPS 2
Quartz Partners Investment Management
RIASaratoga Springs, NY
AUM $612MTEAM 26REPS 30
Catalur Capital Management, LP
RIANew York, NY
AUM $612MTEAM 8REPS 3
Mulholland Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $612MTEAM 39REPS 6
Highmark Wealth Management LLC
RIASaint Paul, MN
AUM $612MTEAM 5REPS 5
Financial Security Management, Inc
RIALakewood, CO
AUM $612MTEAM 7REPS 10
Steffes Financial, Ltd
RIAOverland Park, KS
AUM $611MTEAM 4REPS 2
Arbor Trust Wealth Advisors, LLC
RIAAnn Arbor, MI
AUM $611MTEAM 13REPS 6
Other AUM ranges
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