RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Bench Walk Advisors LLC
RIABoca Raton, FL
AUM $708MTEAM 15REPS 5
Manske Wealth Management, LLC
RIAHouston, TX
AUM $707MTEAM 13REPS 10
Duncker Streett & Co
RIASaint Louis, MO
AUM $707MTEAM 5REPS 4
Corrigo Investment Partners, LLC
RIAAustin, TX
AUM $707MTEAM 6REPS 3
E & G Advisors, LLC
RIAHouston, TX
AUM $707MTEAM 4REPS 4
Lincoln Peak Capital Management, LLC
RIABoston, MA
AUM $707MTEAM 12REPS 3
Kaleidoscope Capital
RIABoston, MA
AUM $706MTEAM 9REPS 2
Dodds Wealth, LLC
RIAGreenwood Village, CO
AUM $706MTEAM 11REPS 7
Northcape Wealth Management
RIAWilliamsville, NY
AUM $706MTEAM 6REPS 4
Empire Financial Management Company, LLC
RIAHolmdel, NJ
AUM $706MTEAM 12REPS 10
Morangie Management LLC
RIAVero Beach, FL
AUM $706MTEAM 7REPS 6
Skinner, Copper & Ehmen Wealth Management, LLC
RIASpringfield, IL
AUM $706MTEAM 10REPS 6
Bond & Devick Wealth Partners
RIASt Louis Park, MN
AUM $706MTEAM 16REPS 11
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 8
Solidarity Wealth, LLC
RIALehi, UT
AUM $704MTEAM 12REPS 9
Bmss Wesson Wealth Solutions
RIABirmingham, AL
AUM $704MTEAM 11REPS 10
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 6
Other AUM ranges
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