RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Tallwoods Partners, LLC
RIAChicago, IL
AUM $569MTEAM 2REPS 1
Potentia Wealth
RIASan Jose, CA
AUM $569MTEAM 16REPS 10
Gilliland Jeter Wealth Management, LLC
RIALittle Rock, AR
AUM $569MTEAM 4REPS 4
Driftwood Advisors, LLC
RIACoral Gables, FL
AUM $569MTEAM 52REPS 8
Merkle Retirement Planning
RIAGrimes, IA
AUM $569MTEAM 30REPS 13
ACT Wealth Management, LLC
RIAAllen, TX
AUM $569MTEAM 5REPS 5
Generational Wealth Advisors
RIARichardson, TX
AUM $569MTEAM 60REPS 18
Freedom Investment Management, Inc.
RIASouth Windsor, CT
AUM $569MTEAM 9REPS 6
BR Capital
RIACoral Gables, FL
AUM $568MTEAM 6REPS 3
RIA Advisory Group, LLC
RIADes Moines, IA
AUM $568MTEAM 25REPS 26
FCG Investment Company
RIAGermantown, TN
AUM $568MTEAM 10REPS 10
Scissortail Wealth Management, LLC
RIATulsa, OK
AUM $568MTEAM 13REPS 9
Pier 88 Investment Partners, LLC
RIASan Francisco, CA
AUM $568MTEAM 5REPS 4
S.E.E.D. Planning Group, LLC
RIABinghamton, NY
AUM $568MTEAM 28REPS 19
Hillcrest Financial Group
RIAThousand Oaks, CA
AUM $568MTEAM 8REPS 6
Liberty Square Wealth Partners LLC
RIABethlehem, PA
AUM $568MTEAM 6REPS 5
Turnbridge Re Fund Management Company I LLC
RIANew York, NY
AUM $568MTEAM 23REPS 4
Mascoma Wealth Management
RIAHanover, NH
AUM $568MTEAM 12REPS 11
Prentice Wealth Management LLC
RIARochester, NY
AUM $568MTEAM 14REPS 6
Fiori Financial Group
RIAFort Lauderdale, FL
AUM $567MTEAM 8REPS 5
Frec
RIASan Francisco, CA
AUM $567MTEAM 7REPS 6
Sightline Partners LLC
RIAMinneapolis, MN
AUM $567MTEAM 7REPS 3
White Wolf Capital Advisors, LLC
RIAMiami, FL
AUM $567MTEAM 19REPS 3
Sumitomo Mitsui Ds Asset Management (Hong Kong) Limited
RIAHong Kong
AUM $567MTEAM 27REPS 3
Other AUM ranges
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