RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
JVL Wealth Strategies
RIAWyoming, MI
AUM $784MTEAM 8REPS 8
Bellwether Wealth
RIALincoln, NE
AUM $784MTEAM 12REPS 8
Centurion Wealth Management
RIAMclean, VA
AUM $784MTEAM 14REPS 8
Systelligence, LLC
RIABloomington, MN
AUM $784MTEAM 4REPS 4
Augustine Asset Management Inc
RIAJacksonville, FL
AUM $783MTEAM 8REPS 6
Harfst And Associates, Inc.
RIASheridan, WY
AUM $783MTEAM 8REPS 3
Old Port Advisors
RIAPortland, ME
AUM $783MTEAM 14REPS 11
Deltec Asset Management LLC
RIANew York, NY
AUM $783MTEAM 15REPS 4
Clarity Capital Kcps Ltd
RIARamatgan
AUM $782MTEAM 18REPS 10
Huntleigh Advisors, Inc.
RIASaint Louis, MO
AUM $782MTEAM 55REPS 64
Whelan Financial
RIAFresno, CA
AUM $782MTEAM 9REPS 7
Dahring | Cusmano And Associates
RIANovi, MI
AUM $781MTEAM 18REPS 10
West Michigan Advisors
RIAHolland, MI
AUM $781MTEAM 23REPS 18
Sierra Crest Investment Management LLC
RIANew York, NY
AUM $781MREPS 3
Factor Wealth Management
RIAChicago, IL
AUM $781MTEAM 8REPS 5
New Vernon Wealth Management LLC
RIAHighland Park, IL
AUM $781MTEAM 8REPS 5
Water Asset Management, LLC
RIANew York, NY
AUM $781MTEAM 16REPS 5
Sierra Summit Advisors LLC
RIAAUM $781MTEAM 7REPS 4
Portfolio Medics, LLC
RIABonita Springs, FL
AUM $780MTEAM 75REPS 83
Creative Capital Management Investments LLC
RIASan Diego, CA
AUM $780MTEAM 11REPS 6
DSG Capital Advisors, LLC
RIAEdina, MN
AUM $780MTEAM 10REPS 7
Princeton Fund Advisors, LLC
RIADenver, CO
AUM $780MTEAM 8REPS 4
Faropoint Ventures, LLC
RIAHoboken, NJ
AUM $780MTEAM 116REPS 7
Lipe & Dalton Investment Counsel
RIASyracuse, NY
AUM $780MTEAM 2REPS 2
Other AUM ranges
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