RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Moller Wealth Partners
RIANorthfield, IL
AUM $756MTEAM 7REPS 3
Blue Fin Capital, Inc.
RIAWarren, RI
AUM $756MTEAM 4REPS 3
Sageguard Financial Group, LLC
RIAGoodlettsville, TN
AUM $756MTEAM 14REPS 15
Lighthouse Financial
RIASt Petersburg, FL
AUM $756MTEAM 1REPS 1
Total Clarity Wealth Management, Inc
RIASt Charles, IL
AUM $755MTEAM 26REPS 23
Alight Capital Management LP
RIANew York, NY
AUM $754MTEAM 6REPS 2
Air Asset Management
RIAChicago, IL
AUM $754MTEAM 18REPS 3
Mill Road Capital
RIAGreenwich, CT
AUM $754MTEAM 12REPS 4
DX Advisors LLC
RIALas Vegas, NV
AUM $753MTEAM 4REPS 3
Sweeney & Michel, LLC
RIAChico, CA
AUM $753MTEAM 3REPS 3
Navpoint Financial, Inc.
RIAPrior Lake, MN
AUM $752MTEAM 7REPS 5
Banyan Alpha Investment L.P.
RIASan Francisco, CA
AUM $752MTEAM 5REPS 1
Ballast, Inc.
RIALexington, KY
AUM $752MTEAM 12REPS 8
Nymbus Capital Inc.
RIAMontreal
AUM $751MTEAM 12REPS 3
Castlepoint Wealth Advisors
RIAOklahoma City, OK
AUM $751MTEAM 10REPS 10
Gator Capital Management, LLC
RIATampa, FL
AUM $751MTEAM 7REPS 5
Ewa, LLC
RIAPittsburgh, PA
AUM $751MTEAM 14REPS 11
Tilson Financial Group Inc
RIANew Providence, NJ
AUM $751MTEAM 9REPS 8
Stevens Foster Financial Advisors
RIABloomington, MN
AUM $750MTEAM 20REPS 6
Hopwood Financial Services, Inc.
RIAReston, VA
AUM $750MTEAM 11REPS 6
Torray Investment Partners LLC
RIABethesda, MD
AUM $750MTEAM 10REPS 8
Capitalia (Suisse)
RIAGeneva
AUM $750MTEAM 6REPS 1
Rockline Wealth Management LLC
RIAIslip Terrace, NY
AUM $750MTEAM 4REPS 5
Westwood Wealth Management
RIADallas, TX
AUM $750MTEAM 62REPS 14
Other AUM ranges
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