RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Turnbridge Re Fund Management Company I LLC
RIANew York, NY
AUM $568MTEAM 23REPS 4
Mascoma Wealth Management
RIAHanover, NH
AUM $568MTEAM 12REPS 11
Prentice Wealth Management LLC
RIARochester, NY
AUM $568MTEAM 14REPS 5
HMV Wealth Advisors, LLC
RIAShreveport, LA
AUM $567MTEAM 4REPS 4
Fiori Financial Group
RIAFort Lauderdale, FL
AUM $567MTEAM 8REPS 5
Frec
RIASan Francisco, CA
AUM $567MTEAM 7REPS 8
White Wolf Capital Advisors, LLC
RIAMiami, FL
AUM $567MTEAM 19REPS 2
Sumitomo Mitsui Ds Asset Management (Hong Kong) Limited
RIAHong Kong
AUM $567MTEAM 27REPS 3
Deepwater Asset Management, LLC
RIAMinneapolis, MN
AUM $567MTEAM 9REPS 4
Latitude Advisors, LLC
RIAAUM $567MTEAM 66REPS 66
Decker Wealth Management, LLC
RIANashville, TN
AUM $566MTEAM 7REPS 7
Rhino Investment Partners, Inc.
RIAW Cnshohocken, PA
AUM $566MTEAM 3REPS 3
Alteri Wealth
RIAWestlake Village, CA
AUM $566MTEAM 7REPS 5
Midwest Financial Group LLC
RIAOverland Park, KS
AUM $566MTEAM 9REPS 11
Adams Wealth Advisors
RIALogan, UT
AUM $566MTEAM 18REPS 15
Googins Advisors, Inc.
RIAMiddleton, WI
AUM $566MTEAM 8REPS 4
First Fiduciary Investment Counsel Inc
RIACleveland, OH
AUM $566MTEAM 5REPS 4
Atticus Wealth Management
RIAPalm Beach Gardens, FL
AUM $565MTEAM 8REPS 8
Alidade Capital, LLC
RIABloomfield Hills, MI
AUM $565MTEAM 22REPS 5
Friedlander & Co Inc
RIAMilwaukee, WI
AUM $565MTEAM 1REPS 2
Reedmark Advisors, LLC
RIASomerville, NJ
AUM $565MTEAM 12REPS 4
Jackson Square Capital, LLC
RIASan Francisco, CA
AUM $564MTEAM 6REPS 6
Shikiar Asset Management Inc
RIANew York, NY
AUM $564MTEAM 6REPS 4
Boyum Wealth Architects LLC
RIABloomington, MN
AUM $564MTEAM 15REPS 12
Other AUM ranges
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