RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Lazari Capital Management, Inc.
RIABurbank, CA
AUM $691MTEAM 14REPS 11
TRP Capital Advisors V, LLC
RIABirmingham, MI
AUM $691MTEAM 11REPS 4
Brainvest Wealth Management LLC
RIAMiami, FL
AUM $691MTEAM 8REPS 7
Alti Wealth Management (US International), Inc.
RIACoral Gables, FL
AUM $691MTEAM 10REPS 7
Milestone Asset Management, LLC
RIAPittsburgh, PA
AUM $691MTEAM 13REPS 13
Plan Group Financial, Inc.
RIAOklahoma City, OK
AUM $690MTEAM 29REPS 19
Newpoint Real Estate Investment Management LLC
RIANew York, NY
AUM $690MTEAM 10REPS 5
West Branch Capital LLC
RIAAmherst, MA
AUM $690MTEAM 9REPS 4
Family Investment Center
RIASaint Joseph, MO
AUM $689MTEAM 20REPS 13
Intervest Capital Partners LLC
RIANew York, NY
AUM $689MTEAM 38REPS 6
East End Financial Group, Inc.
RIARiverhead, NY
AUM $689MTEAM 12REPS 7
Anchyra Partners LLC
RIAAtlanta, GA
AUM $689MTEAM 5REPS 3
Nvest Financial, LLC
RIAPortsmouth, NH
AUM $688MTEAM 16REPS 6
9yards Capital Management LP
RIANew York, NY
AUM $688MTEAM 9REPS 4
Keenan Capital, LLC
RIABurlingame, CA
AUM $688MTEAM 6REPS 2
Siharum Advisors, LLC
RIABoston, MA
AUM $687MTEAM 9REPS 6
Atwater Malick
RIALancaster, PA
AUM $687MTEAM 6REPS 3
Alliance Advisory & Securities, LLC
RIAWestlake Village, CA
AUM $687MTEAM 21REPS 15
Bridge Capital Advisors
RIAHouston, TX
AUM $687MTEAM 3REPS 1
Stenger Family Office, LLC
RIANaperville, IL
AUM $686MTEAM 9REPS 6
Wealth Management Advisors, LLC
RIAGreenville, SC
AUM $686MTEAM 10REPS 5
NW1 Partners
RIALondon
AUM $686MTEAM 23REPS 6
Marotta Wealth Management, Inc.
RIACharlottesville, VA
AUM $686MTEAM 16REPS 9
MA Private Wealth, LLC
RIASan Carlos, CA
AUM $686MTEAM 7REPS 5
Other AUM ranges
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