RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Long Arc Capital LP
RIANew York, NY
AUM $867MTEAM 13REPS 2
Storge
RIACoral Gables, FL
AUM $867MTEAM 5REPS 5
TSG Advice Partners, LLC
RIAColumbus, OH
AUM $867MTEAM 16REPS 11
Wellfull
RIAHarleysville, PA
AUM $866MTEAM 14REPS 13
Canton Hathaway LLC
RIAProvidence, RI
AUM $866MTEAM 5REPS 7
XA Investments
RIAChicago, IL
AUM $866MTEAM 15REPS 6
Hampshire Family Office
RIAAUM $866MTEAM 5REPS 3
Charger Investment Partners LP
RIAEl Segundo, CA
AUM $865MTEAM 14REPS 4
Carson Advisory Group
RIAAthens, GA
AUM $865MTEAM 7REPS 7
Treo Asset Management, LLC
RIANew York, NY
AUM $865MTEAM 18REPS 2
Backcast Partners Management LLC
RIANew York, NY
AUM $864MTEAM 16REPS 4
Moody Aldrich Partners, LLC
RIAMarblehead, MA
AUM $864MTEAM 14REPS 7
I80 Group LP
RIANew York, NY
AUM $864MTEAM 29REPS 2
Greenrock Research, Inc.
RIAChicago, IL
AUM $864MTEAM 6REPS 4
Lloyd Capital LLC
RIAKilchberg
AUM $863MTEAM 11REPS 6
Cartesian Capital Group
RIANew York, NY
AUM $863MTEAM 24REPS 3
Ativo Capital Management, LLC
RIAChicago, IL
AUM $863MTEAM 8REPS 6
Level Financial Advisors, Inc.
RIAEast Amherst, NY
AUM $863MTEAM 15REPS 10
GSG Advisors LLC
RIAMount Laurel, NJ
AUM $862MTEAM 4REPS 3
Mcmill Cpa And Advisors
RIANorfolk, NE
AUM $862MTEAM 50REPS 19
Front Street Capital Management, Inc.
RIAMissoula, MT
AUM $862MTEAM 6REPS 6
The High Net Worth Advisory Group, LLC
RIANaples, FL
AUM $862MTEAM 9REPS 6
Meridian Investment Advisors
RIALittle Rock, AR
AUM $862MTEAM 6REPS 4
Halle Capital Management LP
RIANew York, NY
AUM $862MTEAM 11REPS 2
Other AUM ranges
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