RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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 8
337 FRONTIER CAPITAL, LP
RIANew York, NY
AUM $795MTEAM 4REPS 3
BRADY MARTZ WEALTH SOLUTIONS, LLC
RIAGRAND FORKS, ND
AUM $795MTEAM 11REPS 10
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 10
BHK INVESTMENT ADVISORS
RIABirmingham, AL
AUM $794MTEAM 9REPS 5
FORTRESS WEALTH PLANNING
RIAPONTE VEDRA, FL
AUM $794MTEAM 6REPS 5
MADDEN ASSET MANAGEMENT
RIADALLAS, TX
AUM $794MTEAM 2REPS 5
CLAYTON FINANCIAL GROUP, LLC
RIASAINT LOUIS, MO
AUM $794MTEAM 7REPS 3
WEALTH MANAGEMENT PARTNERS, LLC
RIATUCSON, AZ
AUM $794MTEAM 8REPS 8
ACKERMAN ASSET MANAGEMENT, LLC
RIAAUM $794MTEAM 1REPS 1
SATURN V CAPITAL MANAGEMENT LP
RIAAUSTIN, TX
AUM $793MTEAM 6REPS 2
CENTRIC WEALTH MANAGEMENT, LLC
RIACHICAGO, IL
AUM $793MTEAM 15REPS 8
Other AUM ranges
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