RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Seamount Financial Group Inc
RIAColorado Springs, CO
AUM $745MTEAM 10REPS 8
Beacon Global Advisor Network, LLC
RIAAtlanta, GA
AUM $745MTEAM 61REPS 58
Campbell Deegan Financial
RIARichmond, VA
AUM $745MTEAM 7REPS 4
Firebird Management
RIANew York, NY
AUM $745MTEAM 9REPS 4
Piney Lake Capital Management LP
RIAGreenwich, CT
AUM $745MTEAM 15REPS 2
Tremblant Capital Group
RIAWest Palm Beach, FL
AUM $745MTEAM 19REPS 2
Curewell Capital Management, LLC
RIALos Angeles, CA
AUM $744MTEAM 7REPS 3
Carr Financial Group
RIAWorcester, MA
AUM $744MTEAM 9REPS 7
Old Farm Partners LP
RIANew York, NY
AUM $744MTEAM 6REPS 2
Aegis Wealth
RIABethesda, MD
AUM $744MTEAM 6REPS 6
John E. Sestina And Company
RIAColumbus, OH
AUM $744MTEAM 19REPS 8
OFS Clo Management, LLC
RIAChicago, IL
AUM $744MTEAM 47REPS 4
Kendall Capital Management
RIARockville, MD
AUM $744MTEAM 12REPS 8
Element Wealth, LLC
RIARidgeland, MS
AUM $744MTEAM 15REPS 13
Interchange Capital Partners
RIAPittsburgh, PA
AUM $744MTEAM 13REPS 9
Sciens Water
RIANew York, NY
AUM $743MTEAM 15REPS 5
Quad Partners LLC
RIANew York, NY
AUM $743MTEAM 11REPS 3
Waystone Asset Management (USA) LLC
RIAChicago, IL
AUM $743MTEAM 5REPS 4
Sensible Money, LLC
RIAScottsdale, AZ
AUM $743MTEAM 16REPS 13
Absolute Capital Management, LLC
RIAPittsburgh, PA
AUM $742MTEAM 12REPS 5
IFC Core Investment Management LLC
RIARaleigh, NC
AUM $742MTEAM 44REPS 4
Highclere International Investors
RIALondon
AUM $742MTEAM 16REPS 3
Gradient Capital Advisors, LLC
RIASan Diego, CA
AUM $742MTEAM 7REPS 5
Allegheny Investments
RIAPittsburgh, PA
AUM $742MTEAM 21REPS 23
Other AUM ranges
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