RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Delta Financial Advisors, L.L.C.
RIAMetairie, LA
AUM $592MTEAM 5REPS 3
Gerber, LLC
RIAColumbus, OH
AUM $592MTEAM 17REPS 4
Wealth Preservation Advisors, LLC
RIAChattanooga, TN
AUM $592MTEAM 3REPS 2
Hoxton Planning & Management, LLC
RIAShepherdstown, WV
AUM $592MTEAM 8REPS 4
HZ Investments Inc.
RIAChevy Chase, MD
AUM $591MTEAM 1REPS 1
Walter C. Flower & Co, Inc
RIANew Orleans, LA
AUM $591MTEAM 2REPS 2
Poehling Capital Management, Inc.
RIAMadison, WI
AUM $591MTEAM 6REPS 7
Inclusive Capital Partners, L.P.
RIASan Francisco, CA
AUM $591MTEAM 4REPS 4
AIS Planning
RIASaint Cloud, MN
AUM $591MTEAM 13REPS 10
The Legacy Financial Group, Inc.
RIATulsa, OK
AUM $591MTEAM 9REPS 9
MP Next Capital
RIAVillanova, PA
AUM $591MTEAM 13REPS 4
Levco Capital LP
RIANew York, NY
AUM $591MTEAM 10REPS 4
Financial Gravity Family Office Services, LLC
RIALakeway, TX
AUM $590MTEAM 45REPS 43
Milestone Financial Planning, LLC
RIABedford, NH
AUM $590MTEAM 23REPS 12
Section Partners Management, LLC
RIAPalo Alto, CA
AUM $590MTEAM 10REPS 2
Reston Wealth Management
RIAReston, VA
AUM $590MTEAM 8REPS 4
MIG Capital, LLC
RIANewport Beach, CA
AUM $590MTEAM 3REPS 4
Master's Wealth Management Inc.
RIALeola, PA
AUM $590MTEAM 12REPS 9
Sequent Planning, LLC
RIAOmaha, NE
AUM $589MTEAM 102REPS 95
Voisard Asset Management Group
RIAGrand Rapids, MI
AUM $589MTEAM 8REPS 7
Greater Midwest Financial Group, LLC
RIASaint Paul, MN
AUM $589MTEAM 13REPS 8
Fairfield, Bush & Co
RIADarien, CT
AUM $589MTEAM 5REPS 3
RJA Asset Management LLC
RIAStamford, CT
AUM $589MTEAM 8REPS 3
WP Advisors, LLC
RIAAUM $589MTEAM 4REPS 3
Other AUM ranges
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