RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
OWL Creek Wealth Partners
RIADenver, CO
AUM $602MTEAM 5REPS 3
Agriglobe Land Advisors, LLC
RIAFresno, CA
AUM $602MTEAM 4REPS 5
Bpgc Management LP
RIANew York, NY
AUM $602MTEAM 3REPS 2
5clp Advisor
RIANew York, NY
AUM $602MTEAM 29REPS 6
Dunhill Financial
RIALondon
AUM $602MTEAM 13REPS 12
Lunt Capital Management Inc.
RIAHolladay, UT
AUM $601MTEAM 7REPS 5
Axial Reade Capital, LP
RIANew York, NY
AUM $601MTEAM 7REPS 2
Alliance Wealth Advisors, LLC
RIAScranton, PA
AUM $601MTEAM 8REPS 6
Modus Advisors, LLC
RIAExcelsior, MN
AUM $601MTEAM 8REPS 4
Aton Financial LLC
RIASan Juan, PR
AUM $601MTEAM 9REPS 7
Olio Financial Planning
RIAMclean, VA
AUM $601MTEAM 14REPS 11
CHJ Wealth Management
RIAThe Woodlands, TX
AUM $600MTEAM 6REPS 8
Sequoia Wealth Management, LLC
RIABarrington, IL
AUM $600MTEAM 16REPS 16
GFG Alternative Investment Advisors LLC
RIAGreenwich, CT
AUM $600MTEAM 6REPS 2
Giverny Capital Asset Management
RIANew York, NY
AUM $599MTEAM 3REPS 1
Wealth Advisory Solutions, LLC
RIAZionsville, IN
AUM $599MTEAM 11REPS 10
Steginsky Capital LLC
RIAAUM $599MTEAM 4REPS 1
Mainsail Asset Management, LLC
RIABirmingham, AL
AUM $599MTEAM 7REPS 3
Emergent Strategic Partners, LLC
RIAAUM $599MTEAM 5REPS 4
Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
RIACarmel, CA
AUM $599MTEAM 8REPS 8
Avathon Capital Management LP
RIAChicago, IL
AUM $599MTEAM 10REPS 1
Whitener Capital Management, Inc
RIARocky Mount, NC
AUM $598MTEAM 9REPS 7
Lone Peak Global Investors, LLC
RIAAlpine, UT
AUM $598MTEAM 10REPS 8
Concorde Asset Management, LLC
RIAAnn Arbor, MI
AUM $598MTEAM 76REPS 79
Other AUM ranges
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