RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Oliver Luxxe Assets LLC
RIAGladstone, NJ
AUM $982MTEAM 9REPS 6
New Forests Inc.
RIASan Francisco, CA
AUM $982MTEAM 22REPS 13
Prytania Investment Advisors LLP
RIALondon
AUM $982MTEAM 10REPS 2
Altiora Financial Group, LLC
RIAAUM $982MTEAM 1REPS 1
Broadshore Capital Partners, LLC
RIALos Angeles, CA
AUM $982MTEAM 16REPS 3
Khrom Capital Management
RIAMiami Beach, FL
AUM $981MTEAM 6REPS 2
Village Global Management, L.L.C.
RIACovina, CA
AUM $979MTEAM 13REPS 4
Wealth Alliance Advisory Group, LLC
RIAWichita, KS
AUM $979MTEAM 7REPS 6
Summit Wealth And Retirement Partners
RIAEagle, ID
AUM $978MTEAM 12REPS 7
Astoria Portfolio Advisors LLC
RIANew York, NY
AUM $978MTEAM 9REPS 11
Keyframe Capital Partners, L.P.
RIANew York, NY
AUM $977MTEAM 8REPS 2
Patton Wealth Advisors
RIAAUM $977MTEAM 1REPS 1
MBE Wealth Management, LLC
RIATomah, WI
AUM $977MTEAM 18REPS 13
Night Squared LP
RIANew York, NY
AUM $976MTEAM 14REPS 4
Satovsky Asset Management LLC
RIANew York, NY
AUM $975MTEAM 12REPS 6
Balmoral Management II L.P.
RIALos Angeles, CA
AUM $974MTEAM 16REPS 5
Maia Wealth
RIADenver, CO
AUM $973MTEAM 43REPS 42
Lebenthal Global Advisors, LLC
RIAHauppauge, NY
AUM $972MTEAM 30REPS 26
Crewcial Partners LLC
RIANew York, NY
AUM $972MTEAM 45REPS 5
Aufman Associates Inc
RIASewickley, PA
AUM $972MTEAM 7REPS 3
Intertide Partners
RIAChicago, IL
AUM $971MTEAM 3REPS 1
Veery Capital, LLC
RIAWest Chester, PA
AUM $971MTEAM 13REPS 7
ELK River Wealth Management LLC
RIADenver, CO
AUM $971MTEAM 11REPS 2
The Arkansas Financial Group, Inc.
RIALittle Rock, AR
AUM $971MTEAM 11REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?