RIAs: $500M – $1B AUM
2,406 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Parkergale, LLC
RIAChicago, IL
AUM $719MTEAM 14REPS 5
Doliver Advisors, L.P.
RIAHouston, TX
AUM $718MTEAM 8REPS 8
Versor Investments LP
RIANew York, NY
AUM $718MTEAM 46REPS 5
Towercrest Capital Management, LLC
RIANewtown, PA
AUM $718MTEAM 1REPS 1
Saaga
RIAMiami, FL
AUM $717MTEAM 6REPS 3
Robinhood Ventures
RIAMenlo Park, CA
AUM $717MTEAM 120REPS 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
Pascal Investment Advisers SA
RIANyon
AUM $717MTEAM 7REPS 2
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
Aisling Capital Management LP
RIANew York, NY
AUM $716MTEAM 12REPS 3
Wealth Dimensions Family Office, Inc
RIACincinnati, OH
AUM $716MTEAM 16REPS 9
Morin Private Client Group, LLC
RIAAUM $716MTEAM 4REPS 2
RBF Wealth Advisors
RIASaint Louis, MO
AUM $716MTEAM 17REPS 12
Grant Avenue Capital LLC
RIANew York, NY
AUM $716MTEAM 14REPS 2
Altrius Capital Management, Inc.
RIANovi
AUM $716MTEAM 12REPS 7
Davern Capital Partners, LP
RIANew York, NY
AUM $715MTEAM 4REPS 2
Atlas Legacy Advisors LLC
RIALos Angeles, CA
AUM $715MTEAM 5REPS 4
Uscf Advisers
RIAWalnut Creek, CA
AUM $715MTEAM 14REPS 6
Financial Management Strategies, Inc.
RIABroadview Heights, OH
AUM $714MTEAM 23REPS 22
Other AUM ranges
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