RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
AAF Wealth Management, LLC
RIAWestborough, MA
AUM $728MTEAM 10REPS 6
Pike Street Capital
RIASeattle, WA
AUM $727MTEAM 12REPS 3
Tradewinds Capital Management, LLC
RIABellingham, WA
AUM $727MTEAM 10REPS 8
Quantum Financial Planning Services, Inc.
RIASpokane, WA
AUM $727MTEAM 19REPS 15
AXQ Capital, LP
RIAJersey City, NJ
AUM $727MTEAM 7REPS 2
Silver Heights Capital Management Inc.
RIAToronto Ontario
AUM $727MTEAM 11REPS 3
Virtus Family Office
RIAEl Paso, TX
AUM $727MTEAM 5REPS 2
Smith & Howard Wealth Management, LLC
RIAAtlanta, GA
AUM $727MTEAM 10REPS 8
Trgp Investment Partners, LP
RIAStamford, CT
AUM $727MTEAM 16REPS 3
Woodstock Wealth Management, Inc.
RIAWoodstock, GA
AUM $727MTEAM 26REPS 26
Kaydan Wealth Management, Inc.
RIAFenton, MI
AUM $727MTEAM 18REPS 6
Haddington Ventures, LLC
RIAHouston, TX
AUM $726MTEAM 9REPS 6
FS Credit Income Advisor, LLC
RIAPhiladelphia, PA
AUM $726MTEAM 183REPS 7
Renaissance Investment Group, LLC
RIALenox, MA
AUM $726MTEAM 9REPS 7
Great Point Wealth Advisors, LLC
RIABoston, MA
AUM $726MTEAM 5REPS 3
Himco, LLC
RIAMorristown, NJ
AUM $726MTEAM 49REPS 4
Bright Financial Advisors, Inc.
RIAPortage, MI
AUM $725MTEAM 12REPS 2
Paradigm Investment Management
RIAMiami, FL
AUM $725MTEAM 3REPS 1
The Patten Group, Inc.
RIAChattanooga, TN
AUM $725MTEAM 11REPS 7
Parker Investment Management, LLC
RIAAUM $725MTEAM 5REPS 2
Colton Groome Financial Advisors, LLC
RIAAsheville, NC
AUM $725MTEAM 18REPS 11
Trunorth Capital Management, LLC
RIAKalamazoo, MI
AUM $725MTEAM 4REPS 4
Wealthstar Advisors, LLC
RIAPlano, TX
AUM $724MTEAM 8REPS 9
Meridian Investment Counsel, Inc.
RIAAUM $723MTEAM 8REPS 5
Other AUM ranges
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