RIAs: $500M – $1B AUM
2,401 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
ALMANACK INVESTMENT PARTNERS
RIAWAYNE, PA
AUM $946MTEAM 24REPS 15
DGV SOLUTIONS LP
RIAMINNETONKA, MN
AUM $944MTEAM 6REPS 2
HAZELVIEW SECURITIES INC.
RIATORONTO ONTARIO
AUM $943MTEAM 15REPS 6
LAFAYETTE INVESTMENTS, INC.
RIAASHTON, MD
AUM $943MTEAM 7REPS 6
ASHFORD ADVISORS, LLC
RIAPITTSFORD, NY
AUM $943MTEAM 8REPS 2
VESEY STREET CAPITAL PARTNERS
RIANew York, NY
AUM $942MTEAM 15REPS 10
EQ WEALTH MANAGEMENT
RIAAUM $942MTEAM 15REPS 9
HCM WEALTH
RIASAN RAFAEL, CA
AUM $942MTEAM 7REPS 4
DISCIPLINED INVESTORS, L.L.C.
RIAWACO, TX
AUM $942MTEAM 8REPS 8
EMERALD ADVISORS, LLC
RIABELLEVUE, WA
AUM $941MTEAM 11REPS 5
PEACHTREE GROUP
RIAAtlanta, GA
AUM $941MTEAM 79REPS 3
FAGAN ASSOCIATES INC
RIATROY, NY
AUM $941MTEAM 7REPS 3
RUDNEY ASSOCIATES
RIAALAMO, CA
AUM $940MTEAM 2REPS 2
TAPROOT MANAGEMENT LP
RIANew York, NY
AUM $940MTEAM 22REPS 4
DEVELOP CAPITAL PARTNERS, LP.
RIAPITTSFORD, NY
AUM $940MTEAM 4REPS 2
BLANKINSHIP & FOSTER, LLC
RIASOLANA BEACH, CA
AUM $940MTEAM 16REPS 9
STRATTAM CAPITAL MANAGEMENT, LLC
RIASAN FRANCISCO, CA
AUM $939MTEAM 13REPS 3
ASCENSION CAPITAL ADVISORS, INC.
RIAHOUSTON, TX
AUM $939MTEAM 10REPS 9
ROBERTS, GLORE & CO.
RIADEERFIELD, IL
AUM $938MTEAM 7REPS 5
CEDAR STREET ASSET MANAGEMENT LLC
RIACHICAGO, IL
AUM $938MTEAM 11REPS 2
MAC ALPHA CAPITAL MANAGEMENT, LP
RIATAMPA, FL
AUM $938MTEAM 8REPS 4
SIRIOS CAPITAL MANAGEMENT, L.P.
RIABOSTON, MA
AUM $937MTEAM 15REPS 3
CC CAPITAL INSURANCE ADVISORS LLC
RIANew York, NY
AUM $937MTEAM 6REPS 3
STONEBROOK PRIVATE LLC
RIANORTHVILLE, MI
AUM $937MTEAM 11REPS 4
Other AUM ranges
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