RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
SETPOINT CAPITAL
RIANew York, NY
AUM $835MTEAM 22REPS 2
NOVACAP MANAGEMENT FINANCIAL SERVICES INC.
RIAbrossard quebec
AUM $835MTEAM 12REPS 5
IRONARC MANAGEMENT, LLC
RIAAUSTIN, TX
AUM $834MTEAM 8REPS 3
STRATEGIC WEALTH MANAGEMENT GROUP
RIANew York, NY
AUM $833MTEAM 7REPS 4
FDX ADVISORS, INC.
RIACHICAGO, IL
AUM $833MTEAM 17REPS 6
PRIVATE WEALTH MANAGEMENT, INC.
RIAMEMPHIS, TN
AUM $832MTEAM 4REPS 2
AMERICAN TRIPLE I, LLC
RIANew York, NY
AUM $832MTEAM 11REPS 3
CLIMATE INVESTMENT
RIAHOUSTON, TX
AUM $831MTEAM 35REPS 1
LYNCH & ASSOCIATES
RIANEWBURGH, IN
AUM $831MTEAM 7REPS 8
ZIONS CAPITAL ADVISORS, INC.
RIASALT LAKE CITY , UT
AUM $831MTEAM 14REPS 14
SMITHBRIDGE ASSET MANAGEMENT, INC.
RIACHADDS FORD, PA
AUM $831MTEAM 12REPS 6
DENALI GROWTH PARTNERS
RIABOSTON, MA
AUM $831MTEAM 11REPS 2
ONE FIN CAPITAL MANAGEMENT LP
RIASAN FRANCISCO, CA
AUM $831MTEAM 6REPS 2
THAMES CAPITAL MANAGEMENT, LLC
RIAROSELAND, NJ
AUM $831MTEAM 6REPS 2
STRATEGIC INVESTMENT SOLUTIONS, INC.
RIAORLAND PARK, IL
AUM $830MTEAM 14REPS 9
BLACK BAY PARTNERS, LLC
RIANEW ORLEANS, LA
AUM $830MTEAM 17REPS 6
NEW HERITAGE CAPITAL, LLC
RIABOSTON, MA
AUM $830MTEAM 15REPS 3
KFA PRIVATE WEALTH GROUP, LLC
RIATYSONS, VA
AUM $830MTEAM 11REPS 11
NORTH BERKELEY WEALTH MANAGEMENT, LLC
RIABERKELEY, CA
AUM $830MTEAM 16REPS 12
PETERSON WEALTH ADVISORS, LLC
RIAOREM, UT
AUM $830MTEAM 13REPS 13
GRANITE GROUP ADVISORS, LLC
RIASTAMFORD, CT
AUM $830MTEAM 8REPS 3
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC
RIANew York, NY
AUM $829MTEAM 25REPS 9
MASON & ASSOCIATES, INC.
RIALos Angeles, CA
AUM $829MTEAM 8REPS 9
GLOBAL FINANCIAL PRIVATE CLIENT
RIASARASOTA, FL
AUM $828MTEAM 6REPS 5
Other AUM ranges
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