RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
White Oaks Wealth Advisors, Inc.
RIAMinneapolis, MN
AUM $618MTEAM 5REPS 2
Wheeler Retirement Plans LLC
RIADuluth, MN
AUM $618MTEAM 2REPS 2
Steadtrust
RIAAUM $618MTEAM 9REPS 9
Rivermont Capital Management LP
RIANew York, NY
AUM $618MTEAM 5REPS 2
Hubbell Strickland Wealth Management, LLC
RIANew Orleans, LA
AUM $618MTEAM 3REPS 3
Regis Metro Associates, Inc.
RIASan Francisco, CA
AUM $618MTEAM 5REPS 3
Capital Planning, LLC
RIABellevue, WA
AUM $618MTEAM 12REPS 5
Saling Wealth Advisors
RIALouisville, KY
AUM $618MTEAM 11REPS 10
DI Investment Management LP
RIADallas, TX
AUM $618MTEAM 83REPS 1
Hussman Strategic Advisors Inc
RIAEllicott City, MD
AUM $617MTEAM 5REPS 2
EQ Wealth Advisors
RIADallas, TX
AUM $617MTEAM 6REPS 4
Clear Wave Wealth Management, LLC
RIARed Bank, NJ
AUM $617MTEAM 3REPS 3
West Wealth Group, LLC
RIAIrvine, CA
AUM $617MTEAM 35REPS 20
Greenbush Financial Group, LLC
RIAAlbany, NY
AUM $617MTEAM 6REPS 4
Hilltop Wealth & Tax Solutions
RIAMishawaka, IN
AUM $616MTEAM 16REPS 8
Grey Ledge Advisors, LLC
RIAGuilford, CT
AUM $616MTEAM 12REPS 8
Stolper & Co, Inc.
RIASan Diego, CA
AUM $616MTEAM 2REPS 2
FMB Wealth Management
RIAWestlake Village, CA
AUM $616MTEAM 12REPS 8
Kettle Hill Capital Management, LLC
RIANew York, NY
AUM $616MTEAM 8REPS 3
Trevian Wealth Management, LLC
RIAAUM $616MTEAM 4REPS 2
Nine Thirty Capital Management, LLC
RIANew York, NY
AUM $615MTEAM 5REPS 2
Freedom Day Solutions, LLC
RIAHouston, TX
AUM $615MTEAM 8REPS 6
Meaningful Partners LLC
RIAEl Segundo, CA
AUM $615MTEAM 8REPS 3
H.I.G. Whitehorse Advisers, LLC
RIAMiami, FL
AUM $615MTEAM 82REPS 5
Other AUM ranges
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