RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
High Note Wealth, LLC
RIAWayzata, MN
AUM $683MTEAM 8REPS 4
Argent Retirement Plan Advisors, LLC
RIANew Orleans, LA
AUM $683MTEAM 7REPS 6
Phocas Financial Corporation
RIAAlameda, CA
AUM $683MTEAM 10REPS 6
Evans Capital Management Associates
RIABellevue, WA
AUM $683MTEAM 3REPS 5
Compass Wealth Management LLC
RIAGuilford, CT
AUM $683MTEAM 5REPS 6
RC Capital
RIACincinnati, OH
AUM $682MTEAM 18REPS 6
Ventira Private Wealth Management Ltd.
RIAZurich
AUM $682MTEAM 4REPS 5
Global Frontier Investments, LLC
RIACharleston, SC
AUM $682MTEAM 2REPS 2
Broad Run Investment Management, LLC
RIAArlington, VA
AUM $682MTEAM 6REPS 5
Sandbox Financial Partners, LLC
RIABethesda, MD
AUM $682MTEAM 11REPS 2
Dash Investments
RIAPlano, TX
AUM $682MTEAM 9REPS 6
Synergy Investment Management LLC
RIAAltamonte Spirngs, FL
AUM $681MTEAM 22REPS 19
Belltower Partners
RIANew York, NY
AUM $681MTEAM 5REPS 2
Lees Monsour Group
RIAShreveport, LA
AUM $681MTEAM 4REPS 3
Mcnally Advisors, LLC
RIAChicago, IL
AUM $681MTEAM 21REPS 3
Eagle Bay Family Office
RIANew York, NY
AUM $681MTEAM 15REPS 11
JB Capital Partners
RIAAUM $681MTEAM 1REPS 1
1st & Main Growth Partners
RIAChicago, IL
AUM $680MTEAM 13REPS 2
Von Borstel & Associates
RIAThe Dalles, OR
AUM $680MTEAM 11REPS 5
EFM Investments & Advisory LLC
RIAPortland, OR
AUM $680MTEAM 13REPS 3
Truffle Hound Capital, LLC
RIABethesda, MD
AUM $680MTEAM 7REPS 3
Landmark Wealth Management
RIAGetzville, NY
AUM $680MTEAM 8REPS 7
Encore Housing Opportunity Fund Investment Manager, LLC
RIABoca Raton, FL
AUM $680MTEAM 47REPS 5
Century Management Financial Advisors
RIAAustin, TX
AUM $680MTEAM 16REPS 12
Other AUM ranges
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