RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
HST Ventures, LLC
RIAPark City, UT
AUM $551MTEAM 4REPS 2
Veridian Capital Partners
RIAFrederick, MD
AUM $551MTEAM 7REPS 8
Amicus Financial Advisors, LLC
RIALubbock, TX
AUM $551MTEAM 19REPS 19
Dedora Capital, Inc.
RIANapa, CA
AUM $551MTEAM 12REPS 5
Miramar Capital
RIANorthbrook, IL
AUM $550MTEAM 6REPS 4
Napier Financial
RIABraintree, MA
AUM $550MTEAM 13REPS 10
Plum Island Partners LLC
RIANew York, NY
AUM $550MTEAM 16REPS 2
Terramont Infrastructure Management LLC
RIANew York, NY
AUM $550MTEAM 6REPS 4
Pinnacle Wealth Advisors
RIAClackamas, OR
AUM $550MTEAM 21REPS 15
Snider Financial Group
RIABellevue, WA
AUM $550MTEAM 15REPS 10
Varcov Co
RIADarien, CT
AUM $550MTEAM 2REPS 2
Harvest Investment Consultants LLC
RIAHunt Valley, MD
AUM $549MTEAM 12REPS 6
IAS Wealth Management, Inc.
RIAThe Woodlands, TX
AUM $549MTEAM 8REPS 6
Mack & Co Partners, LP
RIADallas, TX
AUM $549MTEAM 8REPS 2
Stiles Financial Services, Inc.
RIAEdina, MN
AUM $549MTEAM 12REPS 9
Mills Wealth Advisors, LLC
RIASouthlake, TX
AUM $549MTEAM 8REPS 6
Exome Asset Management LLC
RIANew York, NY
AUM $549MTEAM 10REPS 4
MAY Hill Capital, LLC
RIACohasset, MA
AUM $549MTEAM 3REPS 3
Hamel Associates,Inc.
RIACenter Valley, PA
AUM $548MTEAM 7REPS 5
Cable Car Capital, LP
RIASan Francisco, CA
AUM $548MTEAM 3REPS 3
Range Rock Capital
RIAWellesley, MA
AUM $548MTEAM 3REPS 2
Big League Advantage
RIAWashington, DC
AUM $548MTEAM 39REPS 7
Crux Wealth Advisors
RIALong Beach, CA
AUM $548MTEAM 14REPS 11
Truewealth Advisors, LLC
RIAHoover, AL
AUM $547MTEAM 21REPS 14
Other AUM ranges
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