RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Emerging Capital Partners
RIAWashington, DC
AUM $837MTEAM 6REPS 4
Peddock Capital Advisors, LLC
RIABraintree, MA
AUM $836MTEAM 6REPS 5
Riverpark Advisors, LLC
RIANew York, NY
AUM $836MTEAM 17REPS 4
Carr Financial Group
RIAWorcester, MA
AUM $836MTEAM 9REPS 7
Financial Sense Advisors, Inc.
RIASan Diego, CA
AUM $836MTEAM 11REPS 8
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 5
FDX Advisors, Inc.
RIABerwyn, PA
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 15
Smithbridge Asset Management, Inc.
RIAChadds Ford, PA
AUM $831MTEAM 13REPS 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 10
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
Other AUM ranges
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