RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Elite Wealth Management, Inc.
RIAKirkland, WA
AUM $861MTEAM 5REPS 2
Keystone Private Wealth
RIAPalm Desert, CA
AUM $861MTEAM 11REPS 11
Eagle's View Capital Management LLC
RIANew York, NY
AUM $860MTEAM 10REPS 7
Invesco Private Capital, Inc.
RIANew York, NY
AUM $860MTEAM 10REPS 5
1confirmation
RIAIncline Village, NV
AUM $860MTEAM 4REPS 2
Atlas Private Wealth Advisors
RIARed Bank, NJ
AUM $860MTEAM 29REPS 19
Wealthcare Investment Partners LLC
RIAPortsmouth, RI
AUM $860MTEAM 12REPS 6
Probity Advisors, Inc.
RIADallas, TX
AUM $859MTEAM 9REPS 8
Cannae Portfolio Advisors, LLC
RIAStamford, CT
AUM $859MTEAM 16REPS 3
J.H. Whitney Capital Partners, LLC
RIANew Canaan, CT
AUM $859MTEAM 4REPS 3
Sengu Capital Limited
RIAHong Kong
AUM $859MTEAM 6REPS 2
Pinney & Scofield, Inc.
RIACambridge, MA
AUM $859MTEAM 4REPS 3
Bridgeinvest LLC
RIAMiami, FL
AUM $859MTEAM 33REPS 2
Cambient Family Office, LLC
RIAAda, MI
AUM $858MTEAM 6REPS 6
Alliance Consumer Growth, LLC
RIANew York, NY
AUM $858MTEAM 8REPS 2
Virgo Investment Group LLC
RIABurlingame, CA
AUM $857MTEAM 9REPS 2
Saddle Point Management, L.P.
RIANew York, NY
AUM $857MTEAM 5REPS 3
Delta Investment Management, LLC
RIASan Francisco, CA
AUM $857MTEAM 25REPS 26
Grey Rock Management Partners IV, LLC
RIADallas, TX
AUM $857MTEAM 29REPS 7
Blume Capital Management, Inc.
RIABerkeley, CA
AUM $857MTEAM 7REPS 5
Arosa Capital Management LP
RIAMiami Beach, FL
AUM $857MTEAM 12REPS 4
GFO Asset Management, LLC
RIAMiami Beach, FL
AUM $856MTEAM 14REPS 2
Cpmg, Inc.
RIADallas, TX
AUM $856MTEAM 7REPS 5
Politan Capital Management
RIAAUM $856MTEAM 1REPS 1
Other AUM ranges
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