RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Voya Investment Management (UK) Limited
RIALondon
AUM $522MTEAM 10REPS 3
DG Capital Management, LLC
RIANew York, NY
AUM $522MTEAM 11REPS 2
Leading Edge Financial Planning LLC
RIAKnoxville, TN
AUM $522MTEAM 15REPS 10
Verso Partners
RIASan Francisco, CA
AUM $522MTEAM 6REPS 3
Reflow Services, LLC
RIASan Francisco, CA
AUM $521MTEAM 6REPS 4
Trinity Legacy Partners, LLC
RIAHouston, TX
AUM $521MTEAM 7REPS 6
5th Century Partners
RIAChicago, IL
AUM $521MTEAM 14REPS 3
Disciplined Equity Management, Inc.
RIANeptune Beach, FL
AUM $521MTEAM 4REPS 3
Kingdom Financial Group, LLC
RIAPeoria, AZ
AUM $521MTEAM 51REPS 16
Paul Capital
RIASan Francisco, CA
AUM $521MTEAM 9REPS 1
Fiduciary Advisors, LLC
RIACottonwood Heights, UT
AUM $520MTEAM 2REPS 5
Zuraw Financial Advisors, LLC
RIAGreensboro, NC
AUM $520MTEAM 3REPS 2
Uncommon Cents Investing
RIAJanesville, WI
AUM $520MTEAM 3REPS 4
Dean, Jacobson Financial Services
RIAFort Worth, TX
AUM $519MTEAM 8REPS 6
Savano Direct Capital Partners, LLC
RIABaltimore, MD
AUM $519MTEAM 10REPS 6
Broadoak Asset Management, LLC
RIABethesda, MD
AUM $519MTEAM 10REPS 6
Northstar Financial Companies, Inc.
RIAConshohocken, PA
AUM $519MTEAM 10REPS 9
Matson Financial Advisors, Inc.
RIADanbury, CT
AUM $519MTEAM 9REPS 4
Summit House Capital Management, LLC
RIADallas, TX
AUM $519MTEAM 9REPS 2
Council Capital Funds Management, LLC
RIANashville, TN
AUM $519MTEAM 18REPS 2
Bicycle Capital
RIACoconut Grove, FL
AUM $518MTEAM 10REPS 3
Boardman Bay Capital Management LLC
RIANew York, NY
AUM $518MTEAM 3REPS 2
Independent Wealth Network, Inc.
RIAUrbandale, IA
AUM $518MTEAM 37REPS 34
Hudson Hill Capital Management, LLC
RIANew York, NY
AUM $518MTEAM 6REPS 3
Other AUM ranges
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