RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
The Wealth Group - Austin B. Colby & Associates
RIAEden Prairie, MN
AUM $711MTEAM 12REPS 11
The Magnolia Group, LLC
RIAOmaha, NE
AUM $711MTEAM 2REPS 2
Lifelong Wealth Advisors, Inc.
RIAArden Hills, MN
AUM $710MTEAM 12REPS 9
Redwood Investments, LLC
RIABoston, MA
AUM $710MTEAM 6REPS 9
The Capital Management Corporation
RIAGlen Allen, VA
AUM $710MTEAM 9REPS 6
Peak Planning Group, LLC
RIACentennial, CO
AUM $710MTEAM 11REPS 9
Wealthbridge Capital Management, LLC
RIAWesterville, OH
AUM $710MTEAM 7REPS 5
Navista Wealth Management, Inc.
RIAMinnetonka, MN
AUM $710MTEAM 11REPS 6
Rogan & Associates
RIASafety Harbor, FL
AUM $710MTEAM 14REPS 10
Covision Advisors LLC
RIANew York, NY
AUM $708MTEAM 8REPS 2
ARC Advisory LLC
RIASan Francisco, CA
AUM $708MTEAM 25REPS 3
TB Alternative Assets Ltd.
RIAGrand Cayman
AUM $708MTEAM 14REPS 6
Bench Walk Advisors LLC
RIABoca Raton, FL
AUM $708MTEAM 15REPS 5
Manske Wealth Management, LLC
RIAHouston, TX
AUM $707MTEAM 13REPS 10
Duncker Streett & Co
RIASaint Louis, MO
AUM $707MTEAM 5REPS 4
Corrigo Investment Partners, LLC
RIAAustin, TX
AUM $707MTEAM 6REPS 3
E & G Advisors, LLC
RIAHouston, TX
AUM $707MTEAM 4REPS 4
Lincoln Peak Capital Management, LLC
RIABoston, MA
AUM $707MTEAM 12REPS 3
Kaleidoscope Capital
RIABoston, MA
AUM $706MTEAM 9REPS 2
Dodds Wealth, LLC
RIAGreenwood Village, CO
AUM $706MTEAM 11REPS 7
Northcape Wealth Management
RIAWilliamsville, NY
AUM $706MTEAM 6REPS 5
Empire Financial Management Company, LLC
RIAHolmdel, NJ
AUM $706MTEAM 12REPS 10
Morangie Management LLC
RIAVero Beach, FL
AUM $706MTEAM 7REPS 6
Skinner, Copper & Ehmen Wealth Management, LLC
RIASpringfield, IL
AUM $706MTEAM 10REPS 6
Other AUM ranges
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