RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Peak Financial Management Inc
RIAWellesley, MA
AUM $534MTEAM 9REPS 7
Mezzasalma Advisors
RIATinton Falls, NJ
AUM $534MTEAM 8REPS 7
USA Financial Formulas LLC
RIAAda, MI
AUM $534MTEAM 38REPS 6
Morse Asset Management, Inc.
RIADarien, CT
AUM $534MTEAM 6REPS 5
Peirce Capital Management, LLC
RIAThe Woodlands, TX
AUM $534MTEAM 5REPS 5
Robertson Investment Management
RIAHouston, TX
AUM $534MTEAM 20REPS 9
Affiliated Private Investors LLC
RIAWest Palm Beach, FL
AUM $534MTEAM 6REPS 3
Jacksonville Wealth Management
RIAJacksonville, FL
AUM $534MTEAM 13REPS 5
New Capital Management, LP
RIAHouston, TX
AUM $534MTEAM 5REPS 1
SKY Island Capital
RIADallas, TX
AUM $533MTEAM 14REPS 4
Bayberry Capital Partners LP
RIANew York, NY
AUM $533MTEAM 9REPS 3
Collective Family Office, LLC
RIAYork, PA
AUM $533MTEAM 3REPS 4
Trigran Investments, Inc.
RIANorthbrook, IL
AUM $533MTEAM 9REPS 5
Argonautica Private Wealth Management, Inc
RIAWellesley, MA
AUM $533MTEAM 6REPS 5
Cimarron Healthcare Capital, LLC
RIAHolladay, UT
AUM $533MTEAM 7REPS 4
Consultiva Wealth Management, Corp.
RIASan Juan, PR
AUM $533MTEAM 25REPS 15
CMT Asset Management LLC
RIAChicago, IL
AUM $533MTEAM 27REPS 3
Brophy Wealth Management, LLC
RIABedford, NH
AUM $533MTEAM 11REPS 4
Passport Capital, LLC
RIASan Francisco, CA
AUM $532MTEAM 14REPS 2
Eight 31 Financial, LLC
RIAMidland, TX
AUM $532MTEAM 5REPS 4
Founders Grove Wealth Partners, LLC
RIARichmond, VA
AUM $532MTEAM 4REPS 3
White Pine Investment Co
RIALivonia, MI
AUM $532MTEAM 7REPS 4
P. Schoenfeld Asset Management LP
RIANew York, NY
AUM $532MTEAM 12REPS 5
DST Wealth Management LLC
RIAIndian Wells, CA
AUM $532MTEAM 10REPS 5
Other AUM ranges
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