RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Kickstand Wealth Advisors
RIAPittsford, NY
AUM $633MTEAM 7REPS 7
Kennedy Investment Group
RIAWest Deptford, NJ
AUM $633MTEAM 12REPS 6
Capvisor Associates, LLC
RIAAUM $633MTEAM 6REPS 5
Karma Capital Advisors Pvt Ltd.
RIAMumbai Maharashtra
AUM $633MTEAM 22REPS 9
Vickerman Investment Advisors, Inc.
RIASpokane, WA
AUM $632MTEAM 7REPS 5
Carlson Financial
RIATopeka, KS
AUM $632MTEAM 29REPS 11
Fortem Financial Group, LLC
RIAPalm Desert, CA
AUM $632MTEAM 10REPS 5
Vizcaya Capital, LLC
RIAMiami, FL
AUM $631MTEAM 9REPS 8
Bolthouse Investment Management Services
RIABakersfield, CA
AUM $631MTEAM 9REPS 6
Hammond, Kennedy, Whitney & Company, Inc.
RIAAUM $631MTEAM 8REPS 5
Peak Retirement Planning, Inc.
RIAColumbus, OH
AUM $631MTEAM 22REPS 16
Stuart Investment Advisors, Inc.
RIAAustin, TX
AUM $631MTEAM 4REPS 4
Accuvest Global Advisors, Inc.
RIAProvo, UT
AUM $630MTEAM 6REPS 5
Cordatus Wealth Management LLC
RIAYardley, PA
AUM $630MTEAM 6REPS 6
Davidson Capital Management, Inc
RIACorpus Christi, TX
AUM $630MTEAM 6REPS 5
Neumann Capital Management
RIAFoster City, CA
AUM $630MTEAM 4REPS 3
Rosel Wealth Management, LLC
RIAHighlands Ranch, CO
AUM $630MTEAM 4REPS 2
G2 Investment Partners Management LLC
RIANew York, NY
AUM $630MTEAM 10REPS 2
Rose Park Advisors, LLC
RIABoston, MA
AUM $630MTEAM 13REPS 3
Sage Capital Advisors, LLC
RIASioux Falls, SD
AUM $630MTEAM 8REPS 8
Pharos Capital Group, LLC
RIABrentwood, TN
AUM $630MTEAM 22REPS 6
Legacy Wealth Management, LLC
RIABoise, ID
AUM $629MTEAM 39REPS 57
Solas Capital Management, LLC
RIADarien, CT
AUM $629MTEAM 4REPS 3
Cornerstone Wealth Management
RIAWestlake, OH
AUM $629MTEAM 8REPS 5
Other AUM ranges
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