RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
SBJ Capital
RIAWalnut Creek, CA
AUM $749MTEAM 19REPS 6
Curran Financial Partners, LLC
RIADaniel Island, SC
AUM $749MTEAM 30REPS 17
Southernsun Asset Management LLC
RIAMemphis, TN
AUM $749MTEAM 15REPS 5
QTR Family Wealth, LLC
RIALake Mary, FL
AUM $749MTEAM 7REPS 8
Cytium Investment Management, LLC
RIANew York, NY
AUM $749MTEAM 3REPS 1
Flagship Wealth Advisors, LLC
RIAWakefield, MA
AUM $749MTEAM 7REPS 9
LNK Partners, LLC
RIAWhite Plains, NY
AUM $749MTEAM 2REPS 2
Curafin Advisors
RIAPhoenix, AZ
AUM $748MTEAM 6REPS 3
SFE Investment Counsel Inc.
RIALos Angeles, CA
AUM $748MTEAM 14REPS 12
Porter White Investment Advisors, Inc.
RIABirmingham, AL
AUM $748MTEAM 7REPS 5
Waller Financial Planning Group, Inc.
RIAColumbus, OH
AUM $748MTEAM 11REPS 6
Fiduciary Family Office, LLC
RIABoca Raton, FL
AUM $748MTEAM 3REPS 2
Pacifica Capital Investments
RIAAUM $748MTEAM 4REPS 4
Autumn Glory Partners, LLC
RIADallas, TX
AUM $748MTEAM 2REPS 3
FOW Partners, LP
RIAPortland, ME
AUM $747MTEAM 25REPS 4
PAX Financial Group
RIASan Antonio, TX
AUM $747MTEAM 22REPS 20
Dudley & Shanley, Inc.
RIAPalm Beach, FL
AUM $747MTEAM 5REPS 4
Financial Insights Wealth Management
RIATacoma, WA
AUM $747MTEAM 16REPS 8
Crcm L.P.
RIASan Francisco, CA
AUM $747MTEAM 13REPS 3
Discipline Wealth Solutions, Inc.
RIAGreenville, SC
AUM $747MTEAM 18REPS 18
Skylands Capital, LLC
RIAMilwaukee, WI
AUM $747MTEAM 9REPS 4
Tillman Hartley LLC
RIADenver, CO
AUM $746MTEAM 5REPS 4
Derby Lane
RIANew York, NY
AUM $746MTEAM 12REPS 2
Summit Investment Advisory Services
RIARoseville, MN
AUM $746MTEAM 11REPS 8
Other AUM ranges
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