RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Wealthspring Capital LLC
RIAWest Harrison, NY
AUM $515MTEAM 5REPS 3
Mattson Financial Services, LLC
RIAKentwood, MI
AUM $515MTEAM 22REPS 9
Taiko Private Wealth
RIAChicago, IL
AUM $515MTEAM 3REPS 2
Haven Wealth Group
RIAHouston, TX
AUM $515MTEAM 11REPS 8
Gavilan Investment Partners LLC
RIABurlingame, CA
AUM $515MTEAM 2REPS 1
Searcy Financial Services, Inc.
RIAOverland Park, KS
AUM $514MTEAM 9REPS 8
Uhler Vertich White Advisors
RIAFort Myers, FL
AUM $514MTEAM 11REPS 7
Wiser Wealth Management, Inc
RIAMarietta, GA
AUM $514MTEAM 11REPS 6
Tower Bay Asset Management LP
RIAStamford, CT
AUM $514MTEAM 10REPS 3
Serenity Investment Advisors
RIAChicago, IL
AUM $514MTEAM 7REPS 6
Greybull Advisors, LLC
RIAJackson, WY
AUM $514MTEAM 12REPS 5
Allocator Solutions, LLC
RIASaint Louis, MO
AUM $514MTEAM 1REPS 1
Elevatus Wealth Management, LLC
RIAVictor, NY
AUM $513MTEAM 9REPS 6
Cacm
RIANew York, NY
AUM $513MTEAM 2REPS 3
DEW Point Capital
RIALos Angeles, CA
AUM $513MTEAM 2REPS 5
Pharvision Advisers, LLC
RIABoca Raton, FL
AUM $513MTEAM 2REPS 2
Broadwing Capital Management LLC
RIADallas, TX
AUM $513MTEAM 11REPS 2
Fortwood Capital LP
RIAGreenwich, CT
AUM $513MTEAM 9REPS 8
GGM Financial LLC
RIAColumbus, OH
AUM $513MTEAM 11REPS 8
Wakefield Wealth Management, Lllp
RIAEnglewood, CO
AUM $513MTEAM 10REPS 3
Systima Capital Management
RIAChicago, IL
AUM $513MTEAM 7REPS 2
Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L
RIATroy, MI
AUM $513MTEAM 8REPS 7
Investment Research Partners
RIALemont, PA
AUM $512MTEAM 6REPS 9
Cypress Point Investment Management LP
RIAMill Valley, CA
AUM $512MTEAM 4REPS 1
Other AUM ranges
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