RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Accretive Wealth Partners, LLC
RIAParsippany, NJ
AUM $505MTEAM 3REPS 4
Black Coral Financial Advisors, LLC
RIABudd Lake, NJ
AUM $504MTEAM 6REPS 4
Fyra Capital Management
RIASaint Charles, MO
AUM $504MTEAM 10REPS 9
Dentist Advisors
RIAHolladay, UT
AUM $504MTEAM 24REPS 9
Ducere Wealth Management
RIANewport Beach, CA
AUM $504MTEAM 11REPS 8
Weinberger Asset Management, Inc
RIALos Angeles, CA
AUM $504MTEAM 3REPS 3
11 Capital Partners LP
RIADarien, CT
AUM $504MTEAM 5REPS 2
Etesian Wealth Advisors, Inc.
RIAWest Linn, OR
AUM $503MTEAM 8REPS 8
Drum Capital Management LLC
RIAStamford, CT
AUM $503MTEAM 6REPS 2
SMH Capital Advisors LLC
RIAWeatherford, TX
AUM $503MTEAM 7REPS 3
Multiplier Capital, LLC
RIAWashington, DC
AUM $503MTEAM 14REPS 5
Prosperity Financial Group, Inc.
RIASan Ramon, CA
AUM $503MTEAM 10REPS 8
Preservation Equity Fund Advisors, LLC
RIAIrvine, CA
AUM $503MTEAM 11REPS 4
Saybrook Capital Corp
RIASag Harbor, NY
AUM $503MTEAM 4REPS 2
Boltwood Capital Management
RIAWalnut Creek, CA
AUM $503MTEAM 2REPS 2
Crown Wealth Group LLC
RIACharlotte, NC
AUM $502MTEAM 10REPS 8
Sharp Financial
RIAHorsham, PA
AUM $502MTEAM 8REPS 6
Quantitative Process, LLC
RIACharlotte, NC
AUM $502MTEAM 3REPS 3
Investors Asset Management of Georgia Inc
RIAAtlanta, GA
AUM $502MTEAM 9REPS 7
Transition Equity Partners, LLC
RIAChicago, IL
AUM $502MTEAM 10REPS 3
Humble Growth
RIANew York, NY
AUM $502MTEAM 12REPS 3
First Washington Corporation
RIASeattle, WA
AUM $501MTEAM 5REPS 4
LRZ Capital LLC
RIAMiami, FL
AUM $501MTEAM 5REPS 4
Family Financial Solutions Group, LLC
RIADurango, CO
AUM $501MTEAM 1REPS 1
Other AUM ranges
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