RIAs: $500M – $1B AUM
2,397 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Dawson Partners
RIANew York, NY
AUM $999MTEAM 231REPS 5
Palm Beach Capital Management III, LLC
RIAWest Palm Beach, FL
AUM $999MTEAM 11REPS 5
Tishman Capital Partners
RIANew York, NY
AUM $998MTEAM 16REPS 5
Daybright Advisory Services, Inc.
RIAMiami, FL
AUM $997MTEAM 10REPS 25
Tsfg, LLC
RIALake Forest, IL
AUM $997MTEAM 19REPS 13
Passive Capital Management, LLC
RIASyracuse, NY
AUM $997MTEAM 8REPS 12
Huizenga Capital Management, LLC
RIAOak Brook, IL
AUM $997MTEAM 13REPS 5
Galilei Investment Office LLP
RIALondon
AUM $996MTEAM 12REPS 2
Commonwealth Financial Services
RIAParkersburg, WV
AUM $995MTEAM 26REPS 18
Omnia Family Wealth, LLC
RIAAventura, FL
AUM $995MTEAM 10REPS 6
Lantz Financial LLC
RIANaperville, IL
AUM $994MTEAM 13REPS 7
Five Arrows Managers (USA) LLC
RIANew York, NY
AUM $994MTEAM 45REPS 5
Mclean Asset Management Corp.
RIATysons, VA
AUM $994MTEAM 26REPS 19
Syntheticfi LLC
RIASan Francisco, CA
AUM $993MTEAM 10REPS 7
Kabouter Management, LLC
RIAChicago, IL
AUM $993MTEAM 15REPS 4
Bayswater Management Company LP
RIADenver, CO
AUM $991MTEAM 18REPS 5
Advisory Research Inc
RIAChicago, IL
AUM $991MTEAM 14REPS 7
Brown | Miller Wealth Management, LLC
RIAMclean, VA
AUM $991MTEAM 11REPS 11
Riverview Research, LLC
RIAIndependence, OH
AUM $991MTEAM 3REPS 1
Cander Asset Management
RIANew York, NY
AUM $989MTEAM 3REPS 2
Sculptor Advisors LLC
RIANew York, NY
AUM $989MTEAM 334REPS 4
MAN Global Private Markets (USA) Inc.
RIANew York, NY
AUM $988MTEAM 10REPS 5
Morris & Wells Wealth Management
RIACharlottesville, VA
AUM $988MTEAM 2REPS 2
Terril & Company
RIASaint Louis, MO
AUM $988MTEAM 16REPS 5
Other AUM ranges
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