RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Quantum Financial Advisors Inc
RIARockville, MD
AUM $558MTEAM 10REPS 10
Nicollet Investment Management, Inc.
RIAMinneapolis, MN
AUM $557MTEAM 9REPS 8
Financial Harvest Wealth Advisors
RIAWinter Park, FL
AUM $557MTEAM 9REPS 6
Enrich Financial Partners LLC
RIAMadison, WI
AUM $557MTEAM 8REPS 4
Trinity Capital Management, LLC
RIASanta Barbara, CA
AUM $557MTEAM 6REPS 4
Park Street Capital Advisers, L.L.C.
RIAAUM $557MTEAM 6REPS 5
HT Partners LLC
RIACenterbrook, CT
AUM $556MTEAM 7REPS 5
Westchester Capital Management Inc
RIAOmaha, NE
AUM $556MTEAM 7REPS 3
Oldfather Financial Services
RIAKearney, NE
AUM $556MTEAM 6REPS 4
Saturn Five Advisors LLC
RIADenver, CO
AUM $556MTEAM 21REPS 2
SQ Capital LLC
RIANew York, NY
AUM $556MTEAM 17REPS 2
Northrim Adviser, LLC
RIAMesa, AZ
AUM $556MTEAM 12REPS 1
SF Equity Partners Management, LLC
RIASan Francisco, CA
AUM $556MTEAM 8REPS 2
Spruce Street Capital LP
RIANew York, NY
AUM $556MTEAM 4REPS 3
Indago Capital LLC
RIANew York, NY
AUM $556MTEAM 12REPS 2
Qvidtvm Management LLC
RIAThe Woodlands, TX
AUM $556MTEAM 6REPS 2
Consilio Wealth Advisors, LLC
RIABellevue, WA
AUM $556MTEAM 9REPS 7
Kooman & Associates
RIAAltoona, PA
AUM $556MTEAM 10REPS 8
Bigelow Investment Advisors, LLC
RIAPortland, ME
AUM $555MTEAM 8REPS 4
Digital Wealth Partners
RIADallas, TX
AUM $555MTEAM 26REPS 25
O'Rourke & Company, Incorporated
RIABoston, MA
AUM $555MTEAM 4REPS 2
Premier Wealth Advisors, LLC
RIANew York, NY
AUM $555MTEAM 9REPS 6
Kimery Wealth Management, LLC
RIAMemphis, TN
AUM $555MTEAM 10REPS 7
Lansing Street Advisors
RIAAmbler, PA
AUM $555MTEAM 5REPS 6
Other AUM ranges
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