RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Bond & Devick Wealth Partners
RIASt Louis Park, MN
AUM $706MTEAM 16REPS 10
Benjamin F. Edwards Wealth Management, LLC
RIASaint Louis, MO
AUM $705MTEAM 12REPS 12
Rempart Asset Management
RIAMontreal
AUM $705MTEAM 8REPS 5
Ridgecrest Wealth Partners, LLC
RIASan Rafael, CA
AUM $705MTEAM 3REPS 3
Latticework Capital Management LLC
RIADallas, TX
AUM $705MTEAM 12REPS 3
Marchant
RIALondon
AUM $705MTEAM 4REPS 3
Halter Ferguson Financial Inc
RIACarmel, IN
AUM $705MTEAM 15REPS 7
Solidarity Wealth, LLC
RIALehi, UT
AUM $704MTEAM 12REPS 9
Bmss Wesson Wealth Solutions
RIABirmingham, AL
AUM $704MTEAM 11REPS 9
Propel Venture Partners Management Co
RIASan Carlos, CA
AUM $704MTEAM 4REPS 3
1 Seed Partners LLC
RIAChicago, IL
AUM $704MTEAM 13REPS 2
Windsor Capital Management, LLC
RIAPhoenix, AZ
AUM $703MTEAM 8REPS 5
CCC Advisors, LLC
RIAAustin, TX
AUM $703MTEAM 14REPS 2
Southeastern Asset Management International (Singapore) Pte. Ltd
RIASingapore
AUM $703MTEAM 7REPS 3
Safeguard Investment Advisory Group, LLC
RIACorona, CA
AUM $702MTEAM 25REPS 9
Core Wealth Advisors, Inc.
RIALakeland, FL
AUM $702MTEAM 13REPS 10
Olympus Peak Asset Management LP
RIAGreenwich, CT
AUM $702MTEAM 5REPS 1
Contravisory Investment Management, Inc.
RIANorwell, MA
AUM $702MTEAM 7REPS 5
Preisz Financial
RIAPortland, OR
AUM $702MTEAM 10REPS 9
Stillwater Asset Management, LLC
RIAStillwater, MN
AUM $701MTEAM 16REPS 2
Harbour Capital Advisors, LLC
RIATysons, VA
AUM $701MTEAM 11REPS 6
RPG Family Wealth Advisory, LLC
RIABurlington, MA
AUM $701MTEAM 21REPS 16
Atlas Asset Management LLC
RIAGuaynabo, PR
AUM $701MTEAM 3REPS 3
360 Financial
RIAWayzata, MN
AUM $701MTEAM 16REPS 10
Other AUM ranges
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