RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Summit Wealth Group LLC
RIAExeter, NH
AUM $762MTEAM 10REPS 7
FSA Investment Group, LLC
RIAPensacola, FL
AUM $762MTEAM 12REPS 13
Ocean Endowment Partners, LLC
RIAAUM $761MTEAM 2REPS 1
Stempoint Capital LP
RIANew York, NY
AUM $761MTEAM 7REPS 4
Sterling Financial Planning Inc
RIASparta, NJ
AUM $761MTEAM 8REPS 7
American Wealth Management
RIAReno, NV
AUM $761MTEAM 9REPS 6
SFG Wealth Management
RIATowson, MD
AUM $760MTEAM 19REPS 10
Cyprium Partners
RIACleveland, OH
AUM $760MTEAM 19REPS 6
Independent Family Office, LLC
RIAAlbany, NY
AUM $760MTEAM 19REPS 3
SAN Luis Wealth Advisors
RIASan Luis Obispo, CA
AUM $760MTEAM 6REPS 7
Sciencast Management LP
RIAPrinceton, NJ
AUM $760MTEAM 4REPS 1
Hughes Financial Services, LLC
RIAHerndon, VA
AUM $760MTEAM 12REPS 9
Invex Advisors LLC
RIACoral Gables, FL
AUM $759MTEAM 8REPS 8
Strong Tower Advisory Services
RIAMinneapolis, MN
AUM $759MTEAM 9REPS 8
US Agriculture
RIACarmel, IN
AUM $759MTEAM 14REPS 7
Provident Wealth Management, LLC
RIABrentwood, TN
AUM $759MTEAM 9REPS 6
Harvest Investment Services, LLC
RIAOakbrook Terrace, IL
AUM $758MTEAM 38REPS 28
Progressive Investment Management Corporation
RIALake Oswego, OR
AUM $758MTEAM 8REPS 5
Tbg-Bedford Group LLC
RIASaint Louis, MO
AUM $758MTEAM 9REPS 12
Klaas Financial Asset Advisors, LLC
RIALoves Park, IL
AUM $758MTEAM 15REPS 16
Shrewsbury River Capital LP
RIARed Bank, NJ
AUM $758MTEAM 7REPS 5
Riva Ridge Capital Management LP
RIANew York, NY
AUM $758MTEAM 8REPS 4
Summit Street Capital Management, LLC
RIANew York, NY
AUM $757MTEAM 5REPS 3
Paratus Financial, Inc.
RIADallas, TX
AUM $757MTEAM 8REPS 2
Other AUM ranges
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