RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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
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
Southern Capital Advisors, LLC
RIAJackson, TN
AUM $637MTEAM 6REPS 6
Timber Creek Capital Management, LLC
RIABoston, MA
AUM $637MTEAM 4REPS 3
Venture Investment Associates
RIAPeapack, NJ
AUM $637MTEAM 8REPS 4
West Advisors, Inc.
RIAAUM $637MTEAM 1REPS 1
Rock Island Capital
RIAOak Brook, IL
AUM $637MTEAM 10REPS 4
Crow's Nest Holdings LP
RIARichmond, VA
AUM $637MTEAM 4REPS 2
503 Capital Partners, LLC
RIALeawood, KS
AUM $636MTEAM 14REPS 3
Karmel Capital Management LLC
RIASolana Beach, CA
AUM $636MTEAM 8REPS 4
Merritt Point Partners LLC
RIAOakland, CA
AUM $636MTEAM 4REPS 2
Fischer Financial Services Inc
RIAHarrisburg, PA
AUM $636MTEAM 5REPS 4
The Roxborough Group
RIASan Francisco, CA
AUM $636MTEAM 15REPS 5
Rowland Miller + Partners LLC
RIAAtlanta, GA
AUM $636MTEAM 5REPS 3
Empower Financial Advisory, LLC
RIAGlastonbury, CT
AUM $636MTEAM 7REPS 4
Hilltop Wealth Advisors, LLC
RIAChapel Hill, NC
AUM $636MTEAM 18REPS 11
Other AUM ranges
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