RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Northwest Financial Services Inc
RIAIndianapolis, IN
AUM $635MTEAM 11REPS 9
Union Grove Venture Partners
RIASummit, NJ
AUM $635MTEAM 2REPS 2
Stanley Capital Management, LLC
RIAHouston, TX
AUM $635MTEAM 3REPS 3
Simcoe Capital Management, LLC
RIANew York, NY
AUM $634MTEAM 5REPS 2
The Salvetti Group
RIASacramento, CA
AUM $634MTEAM 6REPS 6
Vision Retirement
RIARidgewood, NJ
AUM $634MTEAM 13REPS 7
WJ Interests, LLC
RIASugar Land, TX
AUM $634MTEAM 10REPS 7
Kickstand Wealth Advisors
RIAPittsford, NY
AUM $633MTEAM 7REPS 7
Kennedy Investment Group
RIAWest Deptford, NJ
AUM $633MTEAM 12REPS 6
Capvisor Associates, LLC
RIAAUM $633MTEAM 6REPS 5
Whiterock Wealth Design, LLC
RIAFayetteville, AR
AUM $633MTEAM 8REPS 7
Karma Capital Advisors Pvt Ltd.
RIAMumbai Maharashtra
AUM $633MTEAM 22REPS 9
Vickerman Investment Advisors, Inc.
RIASpokane, WA
AUM $632MTEAM 7REPS 5
Carlson Financial
RIATopeka, KS
AUM $632MTEAM 29REPS 15
Fortem Financial Group, LLC
RIAPalm Desert, CA
AUM $632MTEAM 10REPS 6
Vizcaya Capital, LLC
RIAMiami, FL
AUM $631MTEAM 9REPS 8
Bolthouse Investment Management Services
RIABakersfield, CA
AUM $631MTEAM 9REPS 6
Hammond, Kennedy, Whitney & Company, Inc.
RIAAUM $631MTEAM 8REPS 5
Peak Retirement Planning, Inc.
RIAColumbus, OH
AUM $631MTEAM 22REPS 14
Stuart Investment Advisors, Inc.
RIAAustin, TX
AUM $631MTEAM 4REPS 4
Accuvest Global Advisors, Inc.
RIAProvo, UT
AUM $630MTEAM 6REPS 5
Cordatus Wealth Management LLC
RIAYardley, PA
AUM $630MTEAM 6REPS 6
Davidson Capital Management, Inc
RIACorpus Christi, TX
AUM $630MTEAM 6REPS 5
Neumann Capital Management
RIAFoster City, CA
AUM $630MTEAM 4REPS 3
Other AUM ranges
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