RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Woodward Financial Advisors, Inc.
RIAChapel Hill, NC
AUM $641MTEAM 10REPS 6
Phoenix Wealth Advisors Inc.
RIAChapel Hill, NC
AUM $641MTEAM 8REPS 8
EVE Partners
RIAPonte Vedra, FL
AUM $641MTEAM 14REPS 4
Single Point Partners
RIABoston, MA
AUM $641MTEAM 16REPS 11
Riverstone Advisors, LLC
RIAAUM $641MTEAM 5REPS 3
Riggs Asset Management Co Inc
RIADallas, PA
AUM $640MTEAM 8REPS 9
Highland Financial Advisors, LLC
RIAWayne, NJ
AUM $640MTEAM 12REPS 8
Libra Wealth LLC
RIALos Gatos, CA
AUM $640MTEAM 5REPS 4
The Watchman Group, Inc.
RIAPlano, TX
AUM $640MTEAM 8REPS 5
Murphy Pohlad Asset Management LLC
RIAEden Prairie, MN
AUM $640MTEAM 7REPS 5
Olympiad Research LP
RIAStamford, CT
AUM $640MTEAM 19REPS 3
Concord Asset Management, LLC
RIAAbingdon, VA
AUM $639MTEAM 2REPS 2
TCFG Investment Advisors, LLC
RIALaguna Niguel, CA
AUM $639MTEAM 27REPS 32
Consequent Capital Management, LLC
RIAAtlanta, GA
AUM $639MTEAM 7REPS 3
Northeast Advisers, Inc.
RIAPaoli, PA
AUM $639MTEAM 5REPS 4
SK Wealth Management, LLC
RIAProvidence, RI
AUM $639MTEAM 6REPS 7
Bellatore Financial, Inc.
RIAThe Woodlands, TX
AUM $639MTEAM 3REPS 5
Acumen Wealth Advisors, LLC
RIAChattanooga, TN
AUM $638MTEAM 17REPS 15
Colorado Capital Management
RIABoulder, CO
AUM $638MTEAM 10REPS 10
Hemsley Advisors, Ltd.
RIAChicago, IL
AUM $638MTEAM 5REPS 5
Scott & Selber, Inc. Capital Management
RIAHouston, TX
AUM $638MTEAM 4REPS 2
Resource Financial Group, Ltd.
RIAWilmette, IL
AUM $637MTEAM 8REPS 2
Southern Capital Advisors, LLC
RIAJackson, TN
AUM $637MTEAM 6REPS 6
Timber Creek Capital Management, LLC
RIABoston, MA
AUM $637MTEAM 4REPS 3
Other AUM ranges
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