RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Systima Capital Management
RIAChicago, IL
AUM $513MTEAM 7REPS 2
Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L
RIATroy, MI
AUM $513MTEAM 8REPS 7
Investment Research Partners
RIALemont, PA
AUM $512MTEAM 6REPS 9
Cypress Point Investment Management LP
RIAMill Valley, CA
AUM $512MTEAM 4REPS 2
LEO Wealth Americas, LLC
RIAHurst, TX
AUM $512MTEAM 21REPS 22
Misaki Capital Inc.
RIATokyo
AUM $512MTEAM 13REPS 2
Venator Management LLC
RIAPittsburgh, PA
AUM $512MTEAM 3REPS 2
ST. James Investment Advisors, LLC
RIAPort Jefferson, NY
AUM $512MTEAM 7REPS 5
Client 1st Advisory Group
RIADunedin, FL
AUM $511MTEAM 8REPS 7
Owner Resource Group, LLC
RIAAustin, TX
AUM $511MTEAM 16REPS 3
Florek Financial, LLC
RIADuxbury, MA
AUM $511MTEAM 2REPS 2
Robert L. Bender, Inc. Dba Robert Bender & Associates
RIAPasadena, CA
AUM $511MTEAM 5REPS 4
Shoker Investments
RIAAUM $511MTEAM 6REPS 4
Fidato Wealth LLC
RIAMiddleburg Heights, OH
AUM $511MTEAM 12REPS 8
Horizon Financial
RIAWest Henrietta, NY
AUM $510MTEAM 9REPS 10
Eldridge Gp1 Advisers
RIANew York, NY
AUM $510MTEAM 292REPS 6
Defender Capital
RIACharlotte, NC
AUM $510MTEAM 3REPS 3
Chase Investment Counsel Corporation
RIACharlottesville, VA
AUM $510MTEAM 7REPS 10
Madison Advisory Services, Inc.
RIAWhite Plains, NY
AUM $510MTEAM 16REPS 11
Nebari Partners, LLC
RIANew York, NY
AUM $510MTEAM 11REPS 4
Aspire Private Capital
RIACornelius, NC
AUM $510MTEAM 9REPS 9
Highbrook Capital Partners
RIAAtlanta, GA
AUM $509MTEAM 6REPS 4
Platform Wealth Advisors
RIAHolladay, UT
AUM $509MTEAM 17REPS 13
Mana Advisors LLC
RIANew York, NY
AUM $509MTEAM 4REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?