RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Quantech Solution Partners North America Inc.
RIANew York, NY
AUM $518MTEAM 2REPS 3
Parkshore Wealth Management
RIAGranite Bay, CA
AUM $518MTEAM 10REPS 6
Seldon Capital LP
RIASan Francisco, CA
AUM $518MTEAM 7REPS 2
Altium Investment Strategies LLC
RIAWesley Chapel, FL
AUM $518MTEAM 8REPS 6
BGM Wealth Management
RIABloomington, MN
AUM $517MTEAM 8REPS 7
JZ Partners
RIANew York, NY
AUM $517MTEAM 25REPS 3
Alliance Wealth Management Group, LLC
RIAFlemington, NJ
AUM $517MTEAM 13REPS 6
Fiat Wealth Management
RIAWayzata, MN
AUM $517MTEAM 18REPS 16
Nestyield ETFs
RIADowney, CA
AUM $517MTEAM 3REPS 3
Chelsea Management Company
RIAWoodland Hills, CA
AUM $517MTEAM 7REPS 4
Sowa Financial Group
RIALincoln, RI
AUM $517MTEAM 8REPS 5
Gifford Fong Associates
RIALafayette, CA
AUM $517MTEAM 10REPS 4
Medallion Wealth Advisors, LLC
RIAFarmington, CT
AUM $517MTEAM 7REPS 6
CRG Fund Manager, LLC
RIAChicago, IL
AUM $517MTEAM 3REPS 5
Millennia Global Investors, LLC
RIANew York, NY
AUM $516MTEAM 6REPS 1
801 West Capital Management, LLC
RIALake Oswego, OR
AUM $516MTEAM 4REPS 3
Prudent Investors
RIALake Forest, CA
AUM $516MTEAM 8REPS 3
CID Capital II, Inc.
RIACarmel, IN
AUM $516MTEAM 12REPS 5
Steamboat Capital Partners, LLC
RIAAUM $516MTEAM 4REPS 2
Orion Investment Co
RIASaint Louis, MO
AUM $515MTEAM 6REPS 4
Financial Network Wealth Advisors LLC
RIAMurray, UT
AUM $515MTEAM 6REPS 8
The Main Street Group
RIAGlen Allen, VA
AUM $515MTEAM 13REPS 10
Twenty-First Tailored Solutions, Inc.
RIAAUM $515MTEAM 1REPS 1
Prism Advisors, Inc.
RIAStudio City, CA
AUM $515MTEAM 5REPS 6
Other AUM ranges
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