RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
IRONWOOD CAPITAL ADVISORS LLC
RIAAVON, CT
AUM $766MTEAM 19REPS 5
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
RIABOCA RATON, FL
AUM $766MTEAM 14REPS 7
WISDOMTREE DIGITAL MANAGEMENT, INC.
RIANew York, NY
AUM $766MTEAM 6REPS 6
BLUE EDGE CAPITAL, LLC
RIARICHMOND, VA
AUM $765MTEAM 5REPS 4
ORANGE INVESTMENT ADVISORS, LLC
RIAWINTER PARK, FL
AUM $765MTEAM 4REPS 3
MOLDENHAUER & ASSOCIATES
RIAORCHARD PARK, NY
AUM $765MTEAM 15REPS 10
TAVIRA FINANCIAL
RIAlondon england
AUM $764MTEAM 56REPS 3
INVESTMENT PERFORMANCE SERVICES LLC
RIASAVANNAH, GA
AUM $764MTEAM 34REPS 4
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC
RIANew York, NY
AUM $764MTEAM 16REPS 3
STONECASTLE ADVISORS, LLC
RIANew York, NY
AUM $763MTEAM 6REPS 4
TREMONT REALTY CAPITAL LLC
RIANEWTON, MA
AUM $763MTEAM 22REPS 6
JEPPSON WEALTH MANAGEMENT, LLC
RIAMANHATTAN BEACH, CA
AUM $763MTEAM 7REPS 7
FIRST FINANCIAL CONSULTING
RIAPASADENA, CA
AUM $763MTEAM 12REPS 8
PERENNIAL
RIANew York, NY
AUM $762MTEAM 5REPS 4
SUMMIT WEALTH GROUP LLC
RIAEXETER, NH
AUM $762MTEAM 10REPS 7
FSA INVESTMENT GROUP, LLC
RIAPENSACOLA, FL
AUM $762MTEAM 12REPS 13
OCEAN ENDOWMENT PARTNERS, LLC
RIAAUM $761MTEAM 2REPS 1
STEMPOINT CAPITAL LP
RIANew York, NY
AUM $761MTEAM 7REPS 4
STERLING FINANCIAL PLANNING INC
RIASPARTA, NJ
AUM $761MTEAM 8REPS 7
AMERICAN WEALTH MANAGEMENT
RIARENO, NV
AUM $761MTEAM 9REPS 6
SFG WEALTH MANAGEMENT
RIATOWSON, MD
AUM $760MTEAM 19REPS 10
CYPRIUM PARTNERS
RIACLEVELAND, OH
AUM $760MTEAM 19REPS 6
INDEPENDENT FAMILY OFFICE, LLC
RIAALBANY, NY
AUM $760MTEAM 19REPS 3
SAN LUIS WEALTH ADVISORS
RIASAN LUIS OBISPO, CA
AUM $760MTEAM 6REPS 7
Other AUM ranges
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