RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Avalan, LLC
RIASanta Barbara, CA
AUM $622MTEAM 11REPS 11
12th Street Asset Management
RIANashville, TN
AUM $622MTEAM 5REPS 4
Aviso Wealth Management
RIABellevue, WA
AUM $621MTEAM 9REPS 9
Oak Family Advisors, LLC
RIAChicago, IL
AUM $621MTEAM 6REPS 5
Parallaxes Capital
RIALos Angeles, CA
AUM $621MTEAM 4REPS 1
Altus Wealth Group, LLC
RIAColorado Springs, CO
AUM $620MTEAM 7REPS 6
Capital Advisers, Inc.
RIARaleigh, NC
AUM $620MTEAM 5REPS 4
BNA Wealth
RIARock Hill, SC
AUM $620MTEAM 8REPS 6
Corus Family Wealth Advisors, Inc.
RIAMc Kinney, TX
AUM $620MTEAM 10REPS 8
Red Arts Capital Management, LLC
RIAChicago, IL
AUM $619MTEAM 15REPS 3
Innovative Capital Advisors, LLC
RIAChicago, IL
AUM $619MTEAM 7REPS 3
Alpha Financial Advisors, LLC
RIACharlotte, NC
AUM $619MTEAM 9REPS 6
Banner Capital Management, LLC
RIALehi, UT
AUM $619MTEAM 7REPS 3
Blue Ocean Capital
RIAWest Palm Beach, FL
AUM $619MTEAM 11REPS 5
Tactive Advisors, LLC
RIASarasota, FL
AUM $619MTEAM 15REPS 19
Tri-Ad Capital Management I, LLC
RIAEscondido, CA
AUM $619MTEAM 1REPS 4
Meritas Wealth Management, LLC
RIASan Rafael, CA
AUM $619MTEAM 12REPS 6
Sancus Capital Management LP
RIALos Angeles, CA
AUM $619MTEAM 8REPS 2
Alexander Labrunerie & Co, Inc.
RIAColumbia, MO
AUM $619MTEAM 6REPS 5
White Oaks Wealth Advisors, Inc.
RIAMinneapolis, MN
AUM $618MTEAM 5REPS 2
Wheeler Retirement Plans LLC
RIADuluth, MN
AUM $618MTEAM 2REPS 2
Steadtrust
RIAAUM $618MTEAM 9REPS 9
Rivermont Capital Management LP
RIANew York, NY
AUM $618MTEAM 5REPS 2
Hubbell Strickland Wealth Management, LLC
RIANew Orleans, LA
AUM $618MTEAM 3REPS 3
Other AUM ranges
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