RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Meridian Investment Advisors, Inc.
RIACarmel, IN
AUM $628MTEAM 5REPS 5
Capshift Advisors
RIAWest Newton, MA
AUM $628MTEAM 16REPS 4
Findec Wealth Services, Inc.
RIAStockton, CA
AUM $628MTEAM 5REPS 4
Aljian Capital Management
RIACarson City, NV
AUM $628MTEAM 3REPS 4
Kutscher Benner Barsness & Stevens, Inc.
RIASeattle, WA
AUM $628MTEAM 7REPS 6
Meridian Financial Partners LLC
RIAWarrenton, VA
AUM $628MTEAM 7REPS 5
Centrica Wealth Management
RIAMiami, FL
AUM $627MTEAM 3REPS 4
Ariadne Wealth Management, LP
RIASanta Barbara, CA
AUM $627MTEAM 6REPS 6
Harvest Growth Capital
RIAAUM $627MTEAM 4REPS 3
Deepwater Asset Management, LLC
RIAMinneapolis, MN
AUM $627MTEAM 9REPS 4
Winslow Asset Management Inc
RIABeachwood, OH
AUM $627MTEAM 6REPS 4
Lynx1 Capital Management LP
RIADorado, PR
AUM $627MTEAM 5REPS 2
Crosstimbers Capital Group, LLC
RIAHouston, TX
AUM $626MTEAM 16REPS 2
Epsilon Financial Group, Inc.
RIAFairfield, CA
AUM $626MTEAM 8REPS 5
B&C Financial Advisors
RIAPonte Vedra, FL
AUM $626MTEAM 12REPS 9
Wealth Dimensions Family Office, Inc
RIACincinnati, OH
AUM $626MTEAM 16REPS 9
Rialto Wealth Management
RIASyracuse, NY
AUM $626MTEAM 7REPS 8
Impact Capital Partners LLC
RIAGreenwood Village, CO
AUM $626MTEAM 5REPS 5
Phraction Management LLC
RIAColchester, CT
AUM $626MTEAM 7REPS 4
Sandia Investment Management LP
RIABoston, MA
AUM $625MTEAM 6REPS 3
Climber Capital SA
RIANyon Vaud
AUM $625MTEAM 4REPS 7
Sovereign Wealth Advisors LLC
RIAHouston, TX
AUM $625MTEAM 35REPS 30
Portfolio Design Labs, LLC
RIAEncino, CA
AUM $625MTEAM 5REPS 1
PVG Asset Management Corp
RIACentennial, CO
AUM $625MTEAM 9REPS 9
Other AUM ranges
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