RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Great Point Wealth Advisors, LLC
RIABoston, MA
AUM $726MTEAM 5REPS 3
Himco, LLC
RIAMorristown, NJ
AUM $726MTEAM 49REPS 4
Bright Financial Advisors, Inc.
RIAPortage, MI
AUM $725MTEAM 12REPS 3
Paradigm Investment Management
RIAMiami, FL
AUM $725MTEAM 3REPS 1
Bridge Capital Advisors
RIAHouston, TX
AUM $725MTEAM 3REPS 1
The Patten Group, Inc.
RIAChattanooga, TN
AUM $725MTEAM 11REPS 7
Parker Investment Management, LLC
RIAAUM $725MTEAM 5REPS 2
Colton Groome Financial Advisors, LLC
RIAAsheville, NC
AUM $725MTEAM 16REPS 10
Trunorth Capital Management, LLC
RIAKalamazoo, MI
AUM $725MTEAM 4REPS 4
Wealthstar Advisors, LLC
RIAPlano, TX
AUM $724MTEAM 8REPS 9
Meridian Investment Counsel, Inc.
RIAAUM $723MTEAM 8REPS 4
The Cypress Funds LLC
RIALos Angeles, CA
AUM $723MTEAM 7REPS 4
3fourteen & Smi Advisory Services, LLC
RIAColumbus, IN
AUM $723MTEAM 6REPS 4
Cora Capital Advisors
RIAMarlton, NJ
AUM $723MTEAM 13REPS 8
Minichmacgregor Wealth Management, LLC
RIASaratoga Springs, NY
AUM $723MTEAM 10REPS 8
Global Wealth Management Investment Advisory, Inc.
RIAFort Lauderdale, FL
AUM $723MTEAM 42REPS 18
Clear Creek Advisors
RIADenver, CO
AUM $722MTEAM 9REPS 10
Jmac Enterprises LLC
RIANewtown, PA
AUM $722MTEAM 5REPS 3
Optimized Investment Partners, LLC
RIAAUM $722MTEAM 5REPS 4
Bitwise Investment Manager, LLC
RIASan Francisco, CA
AUM $722MTEAM 26REPS 6
Union Capital Associates, L.P.
RIAGreenwich, CT
AUM $722MTEAM 28REPS 5
The Brydon Group
RIAWashington, DC
AUM $722MTEAM 19REPS 5
Decagon Asset Management (US) LP
RIANew York, NY
AUM $721MTEAM 2REPS 3
Materetsky Financial Group
RIABoynton Beach, FL
AUM $721MTEAM 9REPS 4
Other AUM ranges
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