RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Hedonova Advisors LLC
RIAPost Falls, ID
AUM $643MTEAM 41REPS 5
Curasset Capital Management, LLC
RIANewark, NJ
AUM $643MTEAM 6REPS 4
Chatham Wealth Management
RIAChatham, NJ
AUM $643MTEAM 6REPS 4
Sightline Partners LLC
RIAMinneapolis, MN
AUM $643MTEAM 7REPS 3
Tsfg, LLC
RIALake Forest, IL
AUM $643MTEAM 9REPS 6
Equilibrium Capital Investment Management, LLC
RIAPortland, OR
AUM $643MTEAM 16REPS 2
Regency Wealth Management
RIARamsey, NJ
AUM $643MTEAM 8REPS 7
The Financial Resource Center
RIACarmel, IN
AUM $642MTEAM 5REPS 6
Jones Hill Capital LP
RIANew York, NY
AUM $642MTEAM 8REPS 3
Arjuna Capital, LLC
RIAManchester, MA
AUM $642MTEAM 14REPS 4
Kabr Management, LLC
RIAEnglewood, NJ
AUM $642MTEAM 11REPS 9
Granite Harbor Advisors, Inc.
RIAHouston, TX
AUM $642MTEAM 12REPS 12
Shakespeare Wealth Management, LLC
RIAPewaukee, WI
AUM $642MTEAM 9REPS 7
Woodward Financial Advisors, Inc.
RIAChapel Hill, NC
AUM $641MTEAM 10REPS 6
Abacus Fcf Advisors LLC
RIAOrlando, FL
AUM $641MTEAM 5REPS 2
Phoenix Wealth Advisors Inc.
RIAChapel Hill, NC
AUM $641MTEAM 8REPS 7
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 8REPS 4
Other AUM ranges
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