RIAs: $500M – $1B AUM
2,401 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
NEW FORESTS INC.
RIASAN FRANCISCO, CA
AUM $982MTEAM 22REPS 13
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 12
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 41
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 7
THE ARKANSAS FINANCIAL GROUP, INC.
RIALITTLE ROCK, AR
AUM $971MTEAM 11REPS 5
CHICAGO ATLANTIC ADVISERS, LLC
RIACHICAGO, IL
AUM $970MTEAM 93REPS 7
COLUMBUS MACRO, LLC
RIAAUM $970MTEAM 7REPS 5
Other AUM ranges
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