RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Maltese Capital Management, LLC
RIANew York, NY
AUM $696MTEAM 17REPS 8
Dream Capital Advisors, LLC
RIALincolnshire, IL
AUM $695MTEAM 2REPS 1
Wembley Strategic Advisory LLC
RIANew York, NY
AUM $695MTEAM 2REPS 1
Optimum Quantvest Corporation
RIADallas, TX
AUM $695MTEAM 4REPS 11
Mayport Wealth Management
RIAAUM $695MTEAM 3REPS 2
Premier Wealth Advisors, LLC
RIASan Diego, CA
AUM $695MTEAM 6REPS 5
High Falls Advisors, Inc.
RIARochester, NY
AUM $695MTEAM 17REPS 11
Value Holdings Management Co LLC
RIAAUM $695MTEAM 1REPS 1
Blueshift Asset Management
RIARed Bank, NJ
AUM $694MTEAM 13REPS 3
William Joseph Capital Management, Inc.
RIABristol, CT
AUM $694MTEAM 27REPS 29
ICV Partners, LLC
RIAMiami, FL
AUM $694MTEAM 13REPS 5
Black Swift Group, LLC
RIABoulder, CO
AUM $694MTEAM 9REPS 9
Moneda USA, Inc.
RIANew York, NY
AUM $694MTEAM 5REPS 4
Cogenuity Partners, LLC
RIASan Francisco, CA
AUM $694MTEAM 16REPS 3
WMG Financial Advisors, LLC
RIAKnoxville, TN
AUM $694MTEAM 18REPS 16
Cambridge Advisors Inc
RIAOmaha, NE
AUM $694MTEAM 6REPS 4
BW & Associates, Inc.
RIAOrange, CA
AUM $693MTEAM 5REPS 4
Skyoak Wealth
RIASouthfield, MI
AUM $693MTEAM 7REPS 6
Verecan Capital Management Inc.
RIAHalifax
AUM $693MTEAM 39REPS 6
Covenant Asset Management, LLC
RIAChester, NJ
AUM $693MTEAM 11REPS 10
Eichner Investment Planning, LLC
RIACincinnati, OH
AUM $692MTEAM 1REPS 1
Madrona Financial & Cpas
RIAEverett, WA
AUM $692MTEAM 18REPS 10
Unio Capital LLC
RIAPrinceton, NJ
AUM $691MTEAM 8REPS 2
Ramsey Quantitative Systems, Inc.
RIALouisville, KY
AUM $691MTEAM 20REPS 2
Other AUM ranges
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