RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
ECC Fund Manager II, LLC
RIANew York, NY
AUM $564MTEAM 17REPS 2
LGG Financial
RIABethesda, MD
AUM $564MTEAM 3REPS 2
Pondera Holdings LLC
RIAChicago, IL
AUM $564MTEAM 5REPS 5
Wave Equity Partners
RIABoston, MA
AUM $564MTEAM 9REPS 4
Tortuga Advisers LLC
RIASimi Valley, CA
AUM $564MTEAM 1REPS 1
Downtown Wealth Studios, LLC
RIAMiami, FL
AUM $563MTEAM 5REPS 4
Stieven Capital Advisors, L.P.
RIASaint Louis, MO
AUM $563MTEAM 8REPS 3
Paradigm Wealth Management, LLC
RIAWestlake, OH
AUM $563MTEAM 7REPS 6
Dara Capital US, Inc.
RIAMiami, FL
AUM $563MTEAM 3REPS 3
Brooklyn Fi, LLC
RIABrooklyn, NY
AUM $563MTEAM 10REPS 15
Sequel Holdings, L.P.
RIADallas, TX
AUM $563MTEAM 12REPS 3
Vela Investment Management, LLC
RIANew Albany, OH
AUM $563MTEAM 29REPS 9
Lifeguide Financial Advisors, LLC
RIAMechanicsburg, PA
AUM $563MTEAM 25REPS 16
Harraden Circle Investments, LLC
RIANew York, NY
AUM $563MTEAM 9REPS 3
Jacobsen Capital Management
RIASalt Lake City , UT
AUM $563MTEAM 4REPS 4
Point 41 Capital Partners, L.P.
RIACos Cob, CT
AUM $563MTEAM 11REPS 2
MB Global Advisers, LLC
RIANew York, NY
AUM $562MTEAM 8REPS 2
Strongbox Wealth, LLC
RIALee's Summit, MO
AUM $562MTEAM 7REPS 4
Altera Private Access, LLC
RIAAtlanta, GA
AUM $562MTEAM 13REPS 4
Beck Capital Management LLC
RIAAustin, TX
AUM $562MTEAM 9REPS 10
Dumont & Blake Investment Advisors LLC
RIAPrinceton, NJ
AUM $562MTEAM 8REPS 3
Capitol Private Wealth Group LLC
RIAVienna, VA
AUM $562MTEAM 8REPS 7
SGH Wealth Management
RIALathrup Village, MI
AUM $562MTEAM 12REPS 5
Banyan Tree Advisors PvT. Ltd.
RIABangalore
AUM $562MTEAM 56REPS 6
Other AUM ranges
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