RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Trunorth Capital Management, LLC
RIAKalamazoo, MI
AUM $725MTEAM 4REPS 4
Wealthstar Advisors, LLC
RIAPlano, TX
AUM $724MTEAM 8REPS 9
Meridian Investment Counsel, Inc.
RIAAUM $723MTEAM 8REPS 4
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
Bitwise Investment Manager, LLC
RIASan Francisco, CA
AUM $722MTEAM 26REPS 6
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
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?