RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
VSM Wealth Advisory, LLC
RIAHunt Valley, MD
AUM $678MTEAM 6REPS 5
Financial Strategies Group, Inc
RIAOkemos, MI
AUM $677MTEAM 27REPS 8
9823 Capital, LP
RIADallas, TX
AUM $677MTEAM 6REPS 4
Yorktown Management And Research Co Inc
RIAForest, VA
AUM $677MTEAM 9REPS 8
Carderock Capital Management, Inc.
RIAChevy Chase, MD
AUM $677MTEAM 4REPS 4
Leverty Financial Group, LLC
RIAHudson, WI
AUM $677MTEAM 8REPS 7
Jacobson & Schmitt Advisors, LLC
RIAMiddleton, WI
AUM $676MTEAM 15REPS 12
Rockport Wealth Advisors
RIAFairview Park, OH
AUM $676MTEAM 15REPS 8
Pasi Investments, LLC
RIAFarmington, CT
AUM $676MTEAM 8REPS 8
Boston Research And Management, Inc.
RIAManchester, MA
AUM $676MTEAM 8REPS 6
Stordahl Capital Management, Inc.
RIAGreenwood Village, CO
AUM $676MTEAM 11REPS 7
Waterway Wealth Management, L.L.C.
RIAThe Woodlands, TX
AUM $676MTEAM 11REPS 7
Yiheng Capital Management, L.P.
RIASan Francisco, CA
AUM $676MTEAM 6REPS 3
Aphias Capital, L.P.
RIASan Francisco, CA
AUM $676MTEAM 13REPS 2
Demming Financial Services Corp.
RIAAurora, OH
AUM $676MTEAM 11REPS 5
Summit Wealth Partners, LLC
RIAOrlando, FL
AUM $676MTEAM 21REPS 13
Advantage Wealth Partners
RIAFort Myers, FL
AUM $675MTEAM 10REPS 6
Little House Capital, LLC
RIABraintree, MA
AUM $675MTEAM 7REPS 8
RDA Financial Network
RIAAkron, IA
AUM $675MTEAM 17REPS 17
Allegiance Financial Group
RIAVienna, VA
AUM $675MTEAM 12REPS 7
Ballast Advisors, LLC
RIAWoodbury, MN
AUM $674MTEAM 15REPS 7
The Goff Financial Group
RIAHouston, TX
AUM $674MTEAM 4REPS 2
West Financial Advisors, L.L.C.
RIADes Moines, IA
AUM $674MTEAM 8REPS 10
Integral Wealth Management
RIATurlock, CA
AUM $674MTEAM 7REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?