RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Peregrine Asset Advisers, Inc.
RIAPortland, OR
AUM $611MTEAM 8REPS 6
Financial Plans & Strategies, Inc.
RIAGreenwood, IN
AUM $611MTEAM 12REPS 6
Vista Investment Partners LLC
RIAOklahoma City, OK
AUM $611MTEAM 9REPS 6
Weinand Financial, Inc.
RIALacey, WA
AUM $610MTEAM 5REPS 1
Amerra Capital Management, LLC
RIAEnglewood, NJ
AUM $610MTEAM 16REPS 6
Wise Planning, Inc.
RIAAUM $610MTEAM 6REPS 6
Soapstone Management L.P.
RIABethesda, MD
AUM $610MTEAM 4REPS 1
Hoopoe Advisors
RIABoston, MA
AUM $610MTEAM 11REPS 11
Keeler & Nadler Family Wealth
RIADublin, OH
AUM $610MTEAM 13REPS 8
Stonemark Wealth Management
RIAPasadena, CA
AUM $610MTEAM 12REPS 10
Woodward Diversified Capital, LLC
RIABakersfield, CA
AUM $610MTEAM 6REPS 4
Endowment Wealth Management, Inc.
RIAAppleton, WI
AUM $609MTEAM 14REPS 14
Cornerstone Wealth Advisors, Inc.
RIAEdina, MN
AUM $609MTEAM 8REPS 5
J. Stern & Co, LLC
RIANew York, NY
AUM $609MTEAM 4REPS 2
Rose Capital Advisors, LLC
RIAMiami Beach, FL
AUM $608MTEAM 14REPS 14
Beacon Harbor Wealth Advisors
RIAVirginia Beach, VA
AUM $608MTEAM 8REPS 6
Inlet Private Wealth, LLC
RIAJupiter, FL
AUM $608MTEAM 5REPS 5
Merchants Investment Partners, LLC
RIANew York, NY
AUM $608MTEAM 11REPS 2
Ironwood Wealth Management, LLC
RIAChandler, AZ
AUM $608MTEAM 14REPS 6
Arcapita Investment Management US Inc.
RIAAtlanta, GA
AUM $607MTEAM 8REPS 4
Drake & Associates, LLC
RIAWaukesha, WI
AUM $607MTEAM 36REPS 19
The Enterprise Investment Company
RIAFarmington Hills, MI
AUM $607MTEAM 7REPS 5
Drexel Morgan & Co
RIARadnor, PA
AUM $607MTEAM 4REPS 7
Trinity Investors Fund Advisors, LLC
RIASouthlake, TX
AUM $607MTEAM 4REPS 2
Other AUM ranges
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