RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Opes Wealth Management, LLC
RIAMenlo Park, CA
AUM $822MTEAM 8REPS 15
Gratus Wealth Advisors LLC
RIAVirginia Beach, VA
AUM $822MTEAM 9REPS 5
FLC Capital Advisors
RIAPalm Desert, CA
AUM $822MTEAM 9REPS 5
Conservation Resource Partners, LLC
RIAExeter, NH
AUM $822MTEAM 17REPS 7
Alta Fox Capital Management, LLC
RIAFort Worth, TX
AUM $821MTEAM 8REPS 2
Palatine Fund Advisors, LLC
RIAMiami, FL
AUM $821MTEAM 21REPS 5
Myda Advisors LLC
RIAWoodmere, NY
AUM $821MTEAM 8REPS 2
New Harbor Financial Group, LLC
RIAWorcester, MA
AUM $821MTEAM 9REPS 6
J.P. Marvel Investment Advisors, Inc.
RIABoston, MA
AUM $821MTEAM 8REPS 5
Segra Capital Management, LLC
RIAPalm Beach, FL
AUM $821MTEAM 5REPS 3
Albitz/Miloe And Associates, Inc.
RIATorrance, CA
AUM $821MTEAM 5REPS 6
LNC Partners
RIAArlington, VA
AUM $820MTEAM 16REPS 5
Teleios Capital Partners LLC
RIAZug
AUM $820MTEAM 8REPS 7
Valicenti Advisory Services Inc
RIAElmira, NY
AUM $820MTEAM 11REPS 4
Premier Financial Group Inc
RIAEureka, CA
AUM $820MTEAM 17REPS 13
FSA Wealth Partners
RIARockville, MD
AUM $820MTEAM 16REPS 9
Advisors Management Group Inc
RIALa Crosse, WI
AUM $820MTEAM 17REPS 12
Abel Hall, LLC
RIABaton Rouge, LA
AUM $819MTEAM 10REPS 7
Elyxium Wealth LLC
RIABeverly Hills, CA
AUM $819MTEAM 6REPS 6
Ccmp Growth, LP
RIANew York, NY
AUM $819MTEAM 14REPS 5
Greyrock Capital Group
RIAChicago, IL
AUM $818MTEAM 10REPS 5
Clear Brook Advisors, Inc.
RIABoston, MA
AUM $818MTEAM 6REPS 5
A. N. Culbertson & Company, Inc.
RIACharlottesville, VA
AUM $818MTEAM 9REPS 12
SSA Wealth Advisors
RIAZurich
AUM $817MTEAM 10REPS 7
Other AUM ranges
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