RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Uscf Advisers
RIAWalnut Creek, CA
AUM $715MTEAM 14REPS 6
Financial Management Strategies, Inc.
RIABroadview Heights, OH
AUM $714MTEAM 23REPS 22
Old Peak Finance
RIAChapel Hill, NC
AUM $714MTEAM 10REPS 9
Alpha Investment Consulting Group, LLC
RIAMilwaukee, WI
AUM $714MTEAM 8REPS 3
Ventura Wealth Management
RIAYardley, PA
AUM $713MTEAM 12REPS 10
Drake Capital Advisors LLC
RIAOld Greenwich, CT
AUM $713MTEAM 5REPS 3
RV Capital
RIASchindellegi
AUM $713MTEAM 3REPS 2
Frontier Global Partners LLC
RIALa Jolla, CA
AUM $713MTEAM 10REPS 7
Essex Investment Management Company, LLC
RIABoston, MA
AUM $713MTEAM 13REPS 6
Fieldview Capital Management, LLC
RIANiles, MI
AUM $713MTEAM 14REPS 1
Excalibur Management Corp
RIAWaltham, MA
AUM $712MTEAM 12REPS 8
Valtinson Bruner Financial Planning
RIANew Brighton, MN
AUM $712MTEAM 11REPS 7
Woodland Wealth Partners
RIAPepper Pike, OH
AUM $712MTEAM 4REPS 4
Aston Capital Management
RIACoral Gables, FL
AUM $712MTEAM 3REPS 5
Precision Wealth Strategies, LLC
RIASaint Louis, MO
AUM $711MTEAM 15REPS 9
The Wealth Group - Austin B. Colby & Associates
RIAEden Prairie, MN
AUM $711MTEAM 12REPS 13
Carlson Capital, L.P.
RIADallas, TX
AUM $711MTEAM 26REPS 5
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
Peak Planning Group, LLC
RIACentennial, CO
AUM $710MTEAM 11REPS 8
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 9
Other AUM ranges
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