RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Planned Solutions, Inc.
RIAFolsom, CA
AUM $671MTEAM 11REPS 8
Montrose Advisors Inc
RIANew York, NY
AUM $671MTEAM 5REPS 6
ABS Legacy Partners, LLC
RIAHickory, NC
AUM $671MTEAM 3REPS 2
Elevation Wealth Partners, LLC
RIAWalnut Creek, CA
AUM $671MTEAM 8REPS 6
First Financial Coaching, Inc.
RIAMount Clemens, MI
AUM $671MTEAM 14REPS 14
Havenshare Financial, LLC
RIAAUM $670MTEAM 3REPS 2
Trinity Financial Advisors LLC
RIAColumbus, OH
AUM $670MTEAM 9REPS 6
Lombard Advisers Incorporated
RIABaltimore, MD
AUM $670MTEAM 41REPS 36
Dynasty Equity Partners Management, LLC
RIANew York, NY
AUM $670MTEAM 14REPS 4
Alpine Saxon Woods
RIAPurchase, NY
AUM $670MTEAM 12REPS 5
Pave Investment Advisors, LLC
RIANew York, NY
AUM $670MTEAM 7REPS 4
Stone Temple Partners LLC
RIANew York, NY
AUM $669MTEAM 11REPS 5
Wealth Care LLC
RIAAUM $669MTEAM 3REPS 3
Radial Equity Partners LP
RIANew York, NY
AUM $669MTEAM 19REPS 2
Aspyre Wealth Partners
RIAOverland Park, KS
AUM $668MTEAM 17REPS 9
Oakwell Private Wealth Management
RIAAustin, TX
AUM $668MTEAM 17REPS 12
Capeview Capital LLP
RIALondon
AUM $668MTEAM 14REPS 3
Veridan Wealth
RIAWest Linn, OR
AUM $667MTEAM 5REPS 4
A.W. Jones
RIANew York, NY
AUM $667MTEAM 6REPS 2
Periscope Equity LLC
RIAChicago, IL
AUM $667MTEAM 16REPS 3
Opengate Capital Management, LLC
RIANew York, NY
AUM $667MTEAM 25REPS 3
IRC Wealth
RIAAtlanta, GA
AUM $667MTEAM 11REPS 7
Cayetano Development, LLC
RIAAustin, TX
AUM $667MTEAM 46REPS 5
Prestige Wealth Management Group, LLC
RIAFlemington, NJ
AUM $666MTEAM 13REPS 7
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?