RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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 7
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
Bruton Chisnell Advisors, LLC
RIADowningtown, PA
AUM $772MTEAM 3REPS 4
Intrinsic Edge Capital Management LLC
RIAChicago, IL
AUM $772MTEAM 16REPS 4
MTM Financial Group, LLC
RIABethlehem, PA
AUM $772MTEAM 16REPS 9
Seabridge Investment Advisors LLC
RIASummit, NJ
AUM $771MTEAM 12REPS 11
Drucker Wealth
RIAAUM $771MTEAM 12REPS 5
Standpoint Asset Management, LLC
RIAScottsdale, AZ
AUM $771MTEAM 7REPS 5
Blue Zone Wealth Advisors, LLC
RIALos Angeles, CA
AUM $770MTEAM 7REPS 7
Professional Financial Advisors, LLC
RIANorth Platte, NE
AUM $770MTEAM 12REPS 7
Retirement Fund Management
RIAAtlanta, GA
AUM $770MTEAM 4REPS 2
Permanent Capital Management, LP
RIAChicago, IL
AUM $769MTEAM 10REPS 4
Hourglass Capital, LLC
RIAHouston, TX
AUM $769MTEAM 6REPS 5
Grant Street Asset Management Inc
RIACanonsburg, PA
AUM $769MTEAM 16REPS 7
Hennion & Walsh Asset Management, Inc.
RIAParsippany, NJ
AUM $769MTEAM 75REPS 73
ADK Wealth Advisory Group
RIASaint Louis, MO
AUM $768MTEAM 13REPS 5
Wilsey Asset Management Incorporated
RIASan Diego, CA
AUM $768MTEAM 9REPS 3
Lodge Hill Capital, LLC
RIANew York, NY
AUM $768MTEAM 4REPS 3
Apax Partners US, LLC
RIANew York, NY
AUM $768MTEAM 133REPS 9
Other AUM ranges
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