RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Broadview Financial Management, LLC
RIAWauwatosa, WI
AUM $699MTEAM 9REPS 7
Aberdeen Wealth Management LLC
RIALake Bluff, IL
AUM $699MTEAM 4REPS 2
Lafise Global Advisors LLC
RIAMiami, FL
AUM $699MTEAM 3REPS 1
Grey Fox Wealth Advisors, LLC
RIARockland, DE
AUM $699MTEAM 11REPS 11
Iron Path Capital, L.P.
RIACharlottesville, VA
AUM $699MTEAM 18REPS 3
SW Investment Management LLC
RIAAUM $699MTEAM 1REPS 1
Ikarian Capital
RIADallas, TX
AUM $698MTEAM 8REPS 6
Acadian Asset Management
RIASingapore
AUM $698MTEAM 17REPS 7
Hamilton Wealth, LLC
RIALos Angeles, CA
AUM $698MTEAM 4REPS 3
ABG Consultants
RIACottonwood Heights, UT
AUM $697MTEAM 4REPS 10
Diesslin Group, Inc.
RIAFort Worth, TX
AUM $696MTEAM 12REPS 7
LP Investment Management, LLC
RIADallas, TX
AUM $696MTEAM 2REPS 1
Palo Alto Investors LP
RIAPalo Alto, CA
AUM $696MTEAM 10REPS 3
Maximai Investment Partners, LLC
RIACoral Gables, FL
AUM $696MTEAM 8REPS 4
FOX Run Management LLC
RIAGreenwich, CT
AUM $696MTEAM 9REPS 3
Maltese Capital Management, LLC
RIANew York, NY
AUM $696MTEAM 17REPS 8
Compass Capital Corporation
RIABraintree, MA
AUM $695MTEAM 13REPS 11
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 3
Premier Wealth Advisors, LLC
RIASan Diego, CA
AUM $695MTEAM 6REPS 5
Value Holdings Management Co LLC
RIAAUM $695MTEAM 1REPS 1
Blueshift Asset Management
RIARed Bank, NJ
AUM $694MTEAM 13REPS 3
Other AUM ranges
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