RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
GOALVEST ADVISORY LLC
RIANew York, NY
AUM $778MTEAM 10REPS 7
ASTIRA CAPITAL PARTNERS LP
RIABOSTON, MA
AUM $777MTEAM 14REPS 4
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
RIAMENLO PARK, CA
AUM $777MTEAM 9REPS 2
SNOW PHIPPS GROUP, LLC
RIANew York, NY
AUM $777MTEAM 2REPS 6
STORMFIELD CAPITAL, LLC
RIASOUTHPORT, CT
AUM $776MTEAM 24REPS 0
MELD FINANCIAL, INC.
RIAVESTAVIA, AL
AUM $776MTEAM 15REPS 12
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
RIACARMEL, IN
AUM $776MTEAM 12REPS 9
BCM ADVISORS, LLC
RIALAFAYETTE, LA
AUM $776MTEAM 9REPS 9
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIAWAUKESHA, WI
AUM $775MTEAM 122REPS 102
GRAFINE CAPITAL HOLDINGS LLC
RIANew York, NY
AUM $775MTEAM 14REPS 2
NEWGEN ASSET MANAGEMENT LIMITED
RIATORONTO ONTARIO
AUM $775MTEAM 13REPS 4
STRATEGIC VALUE BANK PARTNERS LLC
RIACLEVELAND, OH
AUM $774MTEAM 7REPS 2
EMBASSY ASSET MANAGEMENT LP
RIASHORT HILLS, NJ
AUM $774MTEAM 11REPS 5
AMPFIELD MANAGEMENT
RIANew York, NY
AUM $774MTEAM 8REPS 2
KLH CAPITAL
RIATAMPA, FL
AUM $774MTEAM 20REPS 4
T VENTURES MANAGEMENT CO, LTD.
RIASYDNEY, NEW SOUTH WALES
AUM $774MTEAM 5REPS 6
THE LYME TIMBER COMPANY LLC
RIAHANOVER, NH
AUM $774MTEAM 18REPS 7
FLYNN ZITO CAPITAL MANAGEMENT, LLC
RIAGARDEN CITY, NY
AUM $774MTEAM 7REPS 7
FORTHRIGHT WEALTH MANAGEMENT, LLC
RIAALPHARETTA, GA
AUM $773MTEAM 10REPS 6
JB INVESTMENTS MANAGEMENT, LLC
RIAAUM $773MTEAM 5REPS 2
POTENTUM PARTNERS, L.P.
RIAMELBOURNE VICTORIA
AUM $773MTEAM 9REPS 2
NORTH POINT PORTFOLIO MANAGERS CORPORATION
RIABEACHWOOD, OH
AUM $773MTEAM 7REPS 6
4612 GROUP, LLC
RIAAtlanta, GA
AUM $773MTEAM 9REPS 5
CEDERBERG CAPITAL LIMITED
RIALONDON
AUM $773MTEAM 6REPS 4
Other AUM ranges
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