RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Riata Capital Group, LLC
RIADallas, TX
AUM $901MTEAM 19REPS 4
Beacon Financial Advisory LLC
RIACleveland, OH
AUM $901MTEAM 13REPS 13
Greenup Street Wealth Management LLC
RIAOverland Park, KS
AUM $900MTEAM 20REPS 21
First Turn Management, LLC
RIASolana Beach, CA
AUM $900MTEAM 4REPS 4
Yorkville Advisors Global, LP
RIAMountainside, NJ
AUM $900MTEAM 23REPS 5
93 Financial Group, LLC
RIAWoburn, MA
AUM $900MTEAM 8REPS 5
Malabar Investments, LLC
RIANew York, NY
AUM $900MTEAM 20REPS 9
Axiom Asset Management
RIAWayne, PA
AUM $900MTEAM 5REPS 6
Goldner Hawn
RIAMinneapolis, MN
AUM $899MTEAM 13REPS 6
Asset Management Group, Inc.
RIAStamford, CT
AUM $898MTEAM 6REPS 4
Riskbridge Advisors, LLC
RIANorwalk, CT
AUM $898MTEAM 15REPS 8
Blockchange Management LLC
RIAAUM $898MTEAM 12REPS 4
Kairos
RIAIrvine, CA
AUM $897MTEAM 50REPS 7
Sawyer Falduto Asset Management, LLC
RIAElmhurst, IL
AUM $897MTEAM 6REPS 4
Key Client Fiduciary Advisors, LLC
RIAFairfield, NJ
AUM $896MTEAM 10REPS 10
Christopher Weil & Co Inc
RIASan Diego, CA
AUM $896MTEAM 16REPS 13
Stonebridge Financial Group
RIASan Rafael, CA
AUM $896MTEAM 21REPS 15
Maytech Global Investments
RIANew York, NY
AUM $895MTEAM 12REPS 6
Kelman Lazarov Inc
RIAMemphis, TN
AUM $895MTEAM 17REPS 13
Makrod Investment Associates Inc
RIAVerona, NJ
AUM $894MTEAM 4REPS 4
Teleo Capital Management LLC
RIABoise, ID
AUM $894MTEAM 26REPS 3
Atlantic Private Wealth, LLC
RIAChapel Hill, NC
AUM $894MTEAM 5REPS 5
Allspring Global Investments (Singapore) Pte. Ltd.
RIASingapore
AUM $894MTEAM 4REPS 4
Compass Financial Management LLC
RIATampa, FL
AUM $894MTEAM 33REPS 45
Other AUM ranges
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