RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
NW1 Partners
RIALondon
AUM $932MTEAM 22REPS 6
Frisch Financial Group, Inc.
RIAMelville, NY
AUM $932MTEAM 18REPS 6
Clearalpha Technologies LP
RIAGreenwich, CT
AUM $932MTEAM 21REPS 3
PCG Wealth Management
RIAOverland Park, KS
AUM $931MTEAM 24REPS 18
SKY Investment Group LLC
RIAHartford, CT
AUM $931MTEAM 11REPS 9
PGI Wealth Management
RIAAlpharetta, GA
AUM $931MTEAM 9REPS 9
RB Capital Management, LLC
RIAReno, NV
AUM $931MTEAM 16REPS 14
Sandalwood Securities, Inc.
RIARoseland, NJ
AUM $930MTEAM 11REPS 2
Strategy Asset Managers L.L.C.
RIAPasadena, CA
AUM $930MTEAM 10REPS 11
Trinity Fund Advisors LLC
RIAMiami, FL
AUM $930MTEAM 32REPS 4
Stablepoint Partners, LLC
RIABraintree, MA
AUM $930MTEAM 11REPS 5
Wick Capital Partners, LLC
RIAWayne, PA
AUM $930MTEAM 11REPS 11
Miri Capital Management LLC
RIABoston, MA
AUM $930MTEAM 10REPS 3
Investmark Advisory Group LLC
RIAShelton, CT
AUM $930MTEAM 10REPS 10
Galecki Financial Management Inc
RIAFort Wayne, IN
AUM $929MTEAM 15REPS 6
Oppenheimer Investment Management LLC
RIANew York, NY
AUM $929MTEAM 8REPS 9
Canvas Wealth Advisors, LLC
RIAShawnee, KS
AUM $929MTEAM 11REPS 9
Mountain Capital Investment Advisors Inc
RIAWestminster, CO
AUM $929MTEAM 17REPS 17
Old Mission Investment Company, LLC
RIATraverse City, MI
AUM $929MTEAM 10REPS 8
Vaquero Private Wealth, Ltd.
RIADallas, TX
AUM $929MTEAM 9REPS 6
Opto Investment Management, LLC
RIANew York, NY
AUM $929MTEAM 14REPS 4
Union Park Capital Management, L.P.
RIABoston, MA
AUM $928MTEAM 10REPS 2
Riversedge Advisors
RIAWilmington, DE
AUM $928MTEAM 19REPS 12
Glass Jacobson Wealth Advisors
RIAOwings Mills, MD
AUM $928MTEAM 9REPS 14
Other AUM ranges
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