RIAs: $500M – $1B AUM
2,406 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Fund Direct Advisors Inc.
RIAGreensboro, NC
AUM $593MTEAM 4REPS 5
Greensledge Asset Management LLC
RIAGlastonbury, CT
AUM $593MTEAM 11REPS 5
Hogantaylor Wealth
RIATulsa, OK
AUM $593MTEAM 10REPS 6
GDA Luma Capital Management, LP
RIAMiami, FL
AUM $592MTEAM 14REPS 2
Delta Financial Advisors, L.L.C.
RIAMetairie, LA
AUM $592MTEAM 5REPS 3
Gerber, LLC
RIAColumbus, OH
AUM $592MTEAM 17REPS 4
Wealth Preservation Advisors, LLC
RIAChattanooga, TN
AUM $592MTEAM 3REPS 2
Hoxton Planning & Management, LLC
RIAShepherdstown, WV
AUM $592MTEAM 8REPS 5
HZ Investments Inc.
RIAChevy Chase, MD
AUM $591MTEAM 1REPS 1
Walter C. Flower & Co, Inc
RIANew Orleans, LA
AUM $591MTEAM 2REPS 2
Nippon Value Investors
RIATokyo
AUM $591MTEAM 13REPS 6
Poehling Capital Management, Inc.
RIAMadison, WI
AUM $591MTEAM 6REPS 7
AIS Planning
RIASaint Cloud, MN
AUM $591MTEAM 13REPS 10
The Legacy Financial Group, Inc.
RIATulsa, OK
AUM $591MTEAM 9REPS 9
MP Next Capital
RIAVillanova, PA
AUM $591MTEAM 13REPS 4
Levco Capital LP
RIANew York, NY
AUM $591MTEAM 10REPS 4
Financial Gravity Family Office Services, LLC
RIALakeway, TX
AUM $590MTEAM 45REPS 42
Milestone Financial Planning, LLC
RIABedford, NH
AUM $590MTEAM 23REPS 12
Section Partners Management, LLC
RIAPalo Alto, CA
AUM $590MTEAM 10REPS 2
Reston Wealth Management
RIAReston, VA
AUM $590MTEAM 8REPS 4
MIG Capital, LLC
RIANewport Beach, CA
AUM $590MTEAM 3REPS 4
Master's Wealth Management Inc.
RIALeola, PA
AUM $590MTEAM 12REPS 9
Sequent Planning, LLC
RIAOmaha, NE
AUM $589MTEAM 102REPS 100
Voisard Asset Management Group
RIAGrand Rapids, MI
AUM $589MTEAM 8REPS 7
Other AUM ranges
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