RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
SC Management LLC
RIANew York, NY
AUM $733MTEAM 12REPS 3
Walled Lake Planning & Wealth Management, LLC
RIAHighland Park, IL
AUM $732MTEAM 8REPS 6
Skba Capital Management, LLC
RIASan Francisco, CA
AUM $732MTEAM 10REPS 9
Navalign, LLC
RIAEncino, CA
AUM $732MTEAM 10REPS 10
Centerpoint Advisors, LLC
RIANeedham, MA
AUM $732MTEAM 12REPS 9
Astara Capital Partners, L.P.
RIANew York, NY
AUM $732MTEAM 19REPS 3
Newman Dignan & Sheerar, Inc
RIAProvidence, RI
AUM $731MTEAM 9REPS 6
Sevenbridge Financial Group, LLC
RIAHarrisburg, PA
AUM $731MTEAM 6REPS 4
Sturbridge Capital LLC
RIABirmingham, MI
AUM $731MTEAM 14REPS 2
Quantum Financial Services Inc.
RIAIndianapolis, IN
AUM $731MTEAM 2REPS 2
Traveka Wealth, LLC
RIALos Altos, CA
AUM $731MTEAM 7REPS 3
Bayhawk Capital LP
RIABoston, MA
AUM $731MTEAM 12REPS 3
Schwarz Dygos Wheeler Investment Advisors LLC
RIAMinneapolis, MN
AUM $730MTEAM 7REPS 7
Tiller Private Wealth, Inc.
RIABethlehem, PA
AUM $730MTEAM 11REPS 6
Ipswich Investment Management Company, Inc
RIABeverly, MA
AUM $730MTEAM 11REPS 9
Philadelphia Financial
RIASan Francisco, CA
AUM $730MTEAM 9REPS 2
Cordgrass Capital Advisors, LLC
RIARaleigh, NC
AUM $730MTEAM 8REPS 3
Carbon Direct Capital Management LLC
RIANew York, NY
AUM $730MTEAM 15REPS 2
Canby Financial Advisors
RIAFramingham, MA
AUM $729MTEAM 11REPS 6
Variant
RIANew York, NY
AUM $729MTEAM 12REPS 4
Huber Capital Management LLC
RIAEl Segundo, CA
AUM $729MTEAM 11REPS 2
Spectrum Financial Alliance, Ltd., L.L.C.
RIANicholasville, KY
AUM $728MTEAM 13REPS 3
Meadow Creek Wealth Advisors, LLC
RIAAtlanta, GA
AUM $728MTEAM 5REPS 5
Cooperative Funeral Fund Inc
RIAMadison, CT
AUM $728MTEAM 20REPS 2
Other AUM ranges
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