RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Stevens Foster Financial Advisors
RIABloomington, MN
AUM $750MTEAM 20REPS 6
Hopwood Financial Services, Inc.
RIAReston, VA
AUM $750MTEAM 11REPS 6
Torray Investment Partners LLC
RIABethesda, MD
AUM $750MTEAM 10REPS 8
Capitalia (Suisse)
RIAGeneva
AUM $750MTEAM 6REPS 1
Rockline Wealth Management LLC
RIAIslip Terrace, NY
AUM $750MTEAM 4REPS 5
Westwood Wealth Management
RIADallas, TX
AUM $750MTEAM 62REPS 14
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
Other AUM ranges
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