RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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 16
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
Garden State Investment Advisory Services, LLC
RIARed Bank, NJ
AUM $674MTEAM 32REPS 35
Cherry Tree Wealth Management, LLC
RIAMinnetonka, MN
AUM $673MTEAM 12REPS 12
DLJ Real Estate Capital Partners, LLC
RIANew York, NY
AUM $673MTEAM 8REPS 4
Warana Capital, LLC
RIANew York, NY
AUM $673MTEAM 14REPS 2
Sage Capital Advisors, LLC
RIASioux Falls, SD
AUM $673MTEAM 8REPS 8
Pinnacle Financial Group LLC
RIAWestern Springs, IL
AUM $673MTEAM 7REPS 5
Achieve Partners Management, LLC
RIANew York, NY
AUM $672MTEAM 12REPS 5
Adams Street Advisors, LLC
RIAChicago, IL
AUM $672MTEAM 318REPS 4
Firethorn Wealth Partners, LLC
RIAAugusta, GA
AUM $672MTEAM 9REPS 7
Lifecycle Financial Planners Inc.
RIABloomfield Hills, MI
AUM $672MTEAM 9REPS 5
Presilium Private Wealth, LLC
RIARadnor, PA
AUM $672MTEAM 7REPS 5
Spire Capital Management LLC
RIANew York, NY
AUM $671MTEAM 10REPS 5
Diversifi Capital LLC
RIALos Altos, CA
AUM $671MTEAM 13REPS 7
Arable Capital Partners, LLC
RIABellevue, WA
AUM $671MTEAM 8REPS 3
Harvest Financial Advisors, LLC
RIAWest Chester, OH
AUM $671MTEAM 9REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?