RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Qvidtvm Management LLC
RIAThe Woodlands, TX
AUM $556MTEAM 6REPS 2
Consilio Wealth Advisors, LLC
RIABellevue, WA
AUM $556MTEAM 9REPS 7
Kooman & Associates
RIAAltoona, PA
AUM $556MTEAM 10REPS 8
Bigelow Investment Advisors, LLC
RIAPortland, ME
AUM $555MTEAM 8REPS 4
Digital Ascension Group - Wealth
RIADallas, TX
AUM $555MTEAM 70REPS 25
O'Rourke & Company, Incorporated
RIABoston, MA
AUM $555MTEAM 4REPS 2
Premier Wealth Advisors, LLC
RIANew York, NY
AUM $555MTEAM 9REPS 6
Kimery Wealth Management, LLC
RIAMemphis, TN
AUM $555MTEAM 10REPS 7
Lansing Street Advisors
RIAAmbler, PA
AUM $555MTEAM 5REPS 6
Sarasin Asset Management Limited
RIALondon
AUM $555MTEAM 7REPS 9
ION Pacific, Inc.
RIAVenice, CA
AUM $555MTEAM 20REPS 2
Kercheville Advisors LLC
RIASan Antonio, TX
AUM $555MTEAM 5REPS 4
Prairie Advisory, LLC
RIALeawood, KS
AUM $554MTEAM 12REPS 10
Suntx Capital Management Corp.
RIADallas, TX
AUM $554MTEAM 14REPS 4
Central Trust Bank
RIAJefferson City, MO
AUM $554MTEAM 4REPS 3
RFG Wealth Advisory
RIALantana, TX
AUM $554MTEAM 11REPS 8
Global View Investment Advisors, LLC
RIAGreenville, SC
AUM $554MTEAM 8REPS 4
Avalon Global Asset Management LLC
RIASan Francisco, CA
AUM $554MTEAM 5REPS 3
Pegasus Asset Management Inc
RIAMorristown, NJ
AUM $554MTEAM 5REPS 4
Asset Planning, Inc
RIALos Alamitos, CA
AUM $553MTEAM 5REPS 5
SMA Capital LLC
RIANew York, NY
AUM $553MTEAM 9REPS 2
SC Asesores En Inversiones Independientes SA de Cv
RIAMexico City
AUM $553MTEAM 6REPS 3
Creekside Partners
RIAPetaluma, CA
AUM $553MTEAM 2REPS 2
TSP Capital Management Group, LLC
RIASummit, NJ
AUM $553MTEAM 5REPS 3
Other AUM ranges
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