RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Destiny Wealth Partners, LLC
RIATavares, FL
AUM $947MTEAM 26REPS 16
HBC Group LLC
RIAAUM $947MTEAM 1REPS 1
Auxier Asset Management
RIAAurora, OR
AUM $946MTEAM 11REPS 6
Almanack Investment Partners
RIANewtown Square, PA
AUM $946MTEAM 24REPS 15
DGV Solutions LP
RIAMinnetonka, MN
AUM $944MTEAM 6REPS 2
Edgbaston Investment Partners
RIALondon
AUM $944MTEAM 11REPS 6
Hazelview Securities Inc.
RIAToronto Ontario
AUM $943MTEAM 15REPS 6
Lafayette Investments, Inc.
RIAAshton, MD
AUM $943MTEAM 7REPS 6
Ashford Advisors, LLC
RIAPittsford, NY
AUM $943MTEAM 8REPS 2
Vesey Street Capital Partners
RIANew York, NY
AUM $942MTEAM 15REPS 10
EQ Wealth Management
RIAAUM $942MTEAM 15REPS 9
HCM Wealth
RIASan Rafael, CA
AUM $942MTEAM 7REPS 4
Disciplined Investors, L.L.C.
RIAWaco, TX
AUM $942MTEAM 8REPS 8
Emerald Advisors, LLC
RIABellevue, WA
AUM $941MTEAM 10REPS 5
Peachtree Group
RIAAtlanta, GA
AUM $941MTEAM 79REPS 3
Fagan Associates Inc
RIATroy, NY
AUM $941MTEAM 7REPS 3
Rudney Associates
RIAAlamo, CA
AUM $940MTEAM 2REPS 2
Develop Capital Partners, LP
RIAPittsford, NY
AUM $940MTEAM 4REPS 2
Blankinship & Foster, LLC
RIASolana Beach, CA
AUM $940MTEAM 16REPS 10
Strattam Capital Management, LLC
RIASan Francisco, CA
AUM $939MTEAM 13REPS 3
Ascension Capital Advisors, Inc.
RIAHouston, TX
AUM $939MTEAM 10REPS 9
Roberts, Glore & Co
RIADeerfield, IL
AUM $938MTEAM 7REPS 5
Cedar Street Asset Management LLC
RIAChicago, IL
AUM $938MTEAM 11REPS 2
Mac Alpha Capital Management, LP
RIATampa, FL
AUM $938MTEAM 8REPS 4
Other AUM ranges
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