RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Grand Wealth Management, LLC
RIAGrand Rapids, MI
AUM $598MTEAM 12REPS 8
Maytus Capital Management, LLC
RIANew York, NY
AUM $598MTEAM 5REPS 1
Jaffa Capital Management LLC
RIAClifton, NJ
AUM $597MTEAM 14REPS 2
Measured Risk Portfolios
RIASan Diego, CA
AUM $597MTEAM 13REPS 6
Treehouse Wealth Advisors
RIAWalnut Creek, CA
AUM $597MTEAM 10REPS 7
The Phoenix Fund Advisor LLC
RIAGuaynabo, PR
AUM $596MTEAM 15REPS 3
Ascentis Wealth Management, LLC
RIADallas, TX
AUM $596MTEAM 9REPS 9
Cfci
RIABloomington, IN
AUM $596MTEAM 22REPS 12
Endeavor Private Wealth, Inc.
RIATopeka, KS
AUM $595MTEAM 13REPS 10
Reliant Wealth Planning, LLC
RIALouisville, KY
AUM $595MTEAM 13REPS 7
Hedeker Wealth LLC
RIALincolnshire, IL
AUM $595MTEAM 6REPS 6
Affinity Investment Group, LLC
RIAExeter, NH
AUM $595MTEAM 9REPS 5
Perspective Wealth Management
RIAHunt Valley, MD
AUM $595MTEAM 6REPS 2
Virtus Wealth Solutions
RIACranford, NJ
AUM $595MTEAM 6REPS 3
Coller Private Market Secondaries Advisors, LLC
RIANew York, NY
AUM $594MTEAM 16REPS 6
Octahedron Capital Management, L.P.
RIABurlingame, CA
AUM $594MTEAM 5REPS 2
Outlook Wealth Advisors, LLC
RIAShenandoah, TX
AUM $594MTEAM 11REPS 7
Alignment Growth
RIANew York, NY
AUM $593MTEAM 10REPS 3
Capital Resource Management,Inc.
RIADeerfield, IL
AUM $593MTEAM 4REPS 1
Atlas Merchant Capital LLC
RIANew York, NY
AUM $593MTEAM 15REPS 5
Fund Direct Advisors Inc.
RIAGreensboro, NC
AUM $593MTEAM 4REPS 5
Greensledge Asset Management LLC
RIAGlastonbury, CT
AUM $593MTEAM 11REPS 5
Hogantaylor Wealth
RIATulsa, OK
AUM $593MTEAM 10REPS 6
GDA Luma Capital Management, LP
RIAMiami, FL
AUM $592MTEAM 14REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?