RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
The Cypress Funds LLC
RIALos Angeles, CA
AUM $723MTEAM 7REPS 4
3fourteen & Smi Advisory Services, LLC
RIAColumbus, IN
AUM $723MTEAM 6REPS 4
Cora Capital Advisors
RIAMarlton, NJ
AUM $723MTEAM 13REPS 8
Minichmacgregor Wealth Management, LLC
RIASaratoga Springs, NY
AUM $723MTEAM 10REPS 8
Global Wealth Management Investment Advisory, Inc.
RIAFort Lauderdale, FL
AUM $723MTEAM 42REPS 17
Clear Creek Advisors
RIADenver, CO
AUM $722MTEAM 9REPS 10
Jmac Enterprises LLC
RIANewtown, PA
AUM $722MTEAM 5REPS 3
Bayforest
RIALondon
AUM $722MTEAM 23REPS 2
Union Capital Associates, L.P.
RIAGreenwich, CT
AUM $722MTEAM 28REPS 5
The Brydon Group
RIAWashington, DC
AUM $722MTEAM 19REPS 5
Decagon Asset Management (US) LP
RIANew York, NY
AUM $721MTEAM 2REPS 3
Materetsky Financial Group
RIABoynton Beach, FL
AUM $721MTEAM 9REPS 4
RS Crum Inc.
RIANewport Beach, CA
AUM $721MTEAM 9REPS 9
Parkergale, LLC
RIAChicago, IL
AUM $719MTEAM 14REPS 5
Doliver Advisors, L.P.
RIAHouston, TX
AUM $718MTEAM 8REPS 8
Towercrest Capital Management, LLC
RIANewtown, PA
AUM $718MTEAM 1REPS 1
Saaga
RIAMiami, FL
AUM $717MTEAM 6REPS 3
Wealth Management Associates, Inc.
RIACherry Hill, NJ
AUM $717MTEAM 20REPS 11
Medina Value Partners, LLC
RIALos Angeles, CA
AUM $717MTEAM 7REPS 2
Dopkins Wealth Management, LLC
RIAWilliamsville, NY
AUM $717MTEAM 6REPS 13
Millennium Bridge Capital
RIADenver, CO
AUM $717MTEAM 13REPS 3
Taiber, Kosmala & Associates, LLC
RIAChicago, IL
AUM $717MTEAM 18REPS 3
Main Street Retirement Planning, LLC
RIACoppell, TX
AUM $717MTEAM 3REPS 3
Lygh Capital Pte. Ltd.
RIASingapore
AUM $717MTEAM 7REPS 3
Other AUM ranges
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