RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Kuhn Advisors, Inc.
RIADurham, NC
AUM $801MTEAM 8REPS 4
Spectrum Financial Alliance, Ltd., L.L.C.
RIANicholasville, KY
AUM $801MTEAM 13REPS 3
Compton Wealth Advisory Group, LLC
RIAVirginia Beach, VA
AUM $800MTEAM 10REPS 5
Laffer Tengler Investments, Inc.
RIANashville, TN
AUM $800MTEAM 14REPS 15
Creekmur Asset Management, LLC
RIAMorton, IL
AUM $800MTEAM 36REPS 23
Financial Focus LLC
RIACarlsbad, CA
AUM $800MTEAM 8REPS 5
Veracity Capital LLC
RIAAtlanta, GA
AUM $800MTEAM 12REPS 10
Harris Preston & Partners, LLC
RIAAustin, TX
AUM $799MTEAM 15REPS 5
Relevant Wealth Advisors, LLC
RIAMill Valley, CA
AUM $799MTEAM 4REPS 4
ICR Partners
RIANashvillle, TN
AUM $799MTEAM 6REPS 2
Carolina Wealth Management, Inc.
RIAGreenville, NC
AUM $798MTEAM 10REPS 9
Quantum Capital Advisors, LLC
RIAAUM $798MTEAM 4REPS 2
Mcnamara Financial Services, Inc.
RIAMarshfield, MA
AUM $798MTEAM 11REPS 4
Proffitt & Goodson Inc.
RIAKnoxville, TN
AUM $798MTEAM 9REPS 6
Clariti Wealth Advisors
RIAWilmington, DE
AUM $798MTEAM 10REPS 6
Parisi Gray Wealth Management, LLC
RIAMendham, NJ
AUM $796MTEAM 7REPS 3
Westwind Capital
RIALas Cruces, NM
AUM $796MTEAM 10REPS 7
337 Frontier Capital, LP
RIANew York, NY
AUM $795MTEAM 4REPS 3
Brady Martz Wealth Solutions, LLC
RIAGrand Forks, ND
AUM $795MTEAM 11REPS 11
Mcrae Capital Management Inc.
RIAMorristown, NJ
AUM $795MTEAM 8REPS 5
Q3 Asset Management Corporation
RIABirmingham, MI
AUM $795MTEAM 12REPS 9
Hurlow Wealth Management Group, Inc.
RIABloomington, IN
AUM $794MTEAM 16REPS 11
BHK Investment Advisors
RIABirmingham, AL
AUM $794MTEAM 9REPS 5
Fortress Wealth Planning
RIAPonte Vedra, FL
AUM $794MTEAM 6REPS 5
Other AUM ranges
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