RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
TSP Capital Management Group, LLC
RIASummit, NJ
AUM $553MTEAM 5REPS 3
N10° Wealth
RIAGreenwich, CT
AUM $553MTEAM 5REPS 5
Northern Right Capital Management, L.P.
RIADarien, CT
AUM $553MTEAM 6REPS 2
Tolsma Investments, LLC
RIAAUM $553MTEAM 1REPS 1
MW Advisor, LLC
RIANew York, NY
AUM $553MTEAM 115REPS 5
Omega Financial Group, LLC
RIASanta Barbara, CA
AUM $552MTEAM 6REPS 5
Nexus One Financial Advisors LLC
RIAPlano, TX
AUM $552MTEAM 10REPS 7
Alliance Wealth Advisors, LLC
RIACenterville, UT
AUM $552MTEAM 19REPS 13
Global Assets Advisory, LLC
RIAOrlando, FL
AUM $552MTEAM 29REPS 31
The Sum
RIAThe Woodlands, TX
AUM $551MTEAM 12REPS 11
Broadleaf Partners, LLC
RIAHudson, OH
AUM $551MTEAM 7REPS 4
HST Ventures, LLC
RIAPark City, UT
AUM $551MTEAM 4REPS 2
Veridian Capital Partners
RIAFrederick, MD
AUM $551MTEAM 7REPS 8
Amicus Financial Advisors, LLC
RIALubbock, TX
AUM $551MTEAM 19REPS 19
Dedora Capital, Inc.
RIANapa, CA
AUM $551MTEAM 12REPS 6
New Holland Trading LLC
RIANew York, NY
AUM $550MTEAM 16REPS 6
Terramont Infrastructure Management LLC
RIANew York, NY
AUM $550MTEAM 6REPS 4
Pinnacle Wealth Advisors
RIAClackamas, OR
AUM $550MTEAM 21REPS 17
Snider Financial Group
RIABellevue, WA
AUM $550MTEAM 15REPS 10
Varcov Co
RIAAUM $550MTEAM 2REPS 2
Mack & Co Partners, LP
RIADallas, TX
AUM $549MTEAM 8REPS 2
Stiles Financial Services, Inc.
RIAEdina, MN
AUM $549MTEAM 12REPS 9
Mills Wealth Advisors, LLC
RIASouthlake, TX
AUM $549MTEAM 8REPS 7
Exome Asset Management LLC
RIANew York, NY
AUM $549MTEAM 10REPS 4
Other AUM ranges
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