RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Penobscot Financial Advisors
RIAPortland, ME
AUM $545MTEAM 12REPS 8
TSW II Capital Advisors, LLC
RIAChattanooga, TN
AUM $545MTEAM 7REPS 1
Oneascent Family Offices
RIABirmingham, AL
AUM $544MTEAM 14REPS 11
Newstone Capital Partners, LLC
RIADallas, TX
AUM $544MTEAM 8REPS 3
Golden Reserve Retirement, LLC
RIADublin, OH
AUM $544MTEAM 45REPS 30
Goodreid Investment Counsel Corp.
RIAToronto
AUM $544MTEAM 9REPS 8
Farol Investment Advisers LP
RIANew York, NY
AUM $544MTEAM 5REPS 2
Andrews, Lucia Wealth Management LLC
RIADanville, CA
AUM $543MTEAM 1REPS 1
Marion Wealth Management
RIAMonroeville, PA
AUM $543MTEAM 6REPS 5
Palumbo Wealth Management LLC
RIAGreat Neck, NY
AUM $543MTEAM 7REPS 5
Prosperity Planning
RIANorth Kansas City, MO
AUM $543MTEAM 13REPS 11
Fountainhead Financial, LLC
RIAChicago, IL
AUM $543MTEAM 3REPS 2
Headwater Investment Consulting,Inc.
RIAMcminnville, OR
AUM $543MTEAM 7REPS 6
Common Cents Planning
RIAGlen Mills, PA
AUM $542MTEAM 8REPS 6
Juno Financial Group LLC
RIARichmond, VA
AUM $542MTEAM 8REPS 6
Beacon Investment Advisors LLC
RIAGaithersburg, MD
AUM $542MTEAM 2REPS 2
Tandem Financial, LLC
RIAGreenwood Village, CO
AUM $542MTEAM 6REPS 6
Cibolo Energy Partners, LLC
RIAHouston, TX
AUM $542MTEAM 10REPS 3
Shorehaven Wealth Partners, LLC
RIARed Bank, NJ
AUM $542MTEAM 6REPS 5
Affiliated Financial Advisors Inc
RIAMilwaukee, WI
AUM $541MTEAM 4REPS 3
Gettings Busch Wealth Management
RIALafayette, IN
AUM $541MTEAM 10REPS 12
Aristides Capital LLC
RIALouisville, KY
AUM $541MTEAM 11REPS 4
Andalusian Credit Partners, LLC
RIANew York, NY
AUM $541MTEAM 16REPS 4
Northmarq Fund Management, LLC
RIALake Oswego, OR
AUM $541MTEAM 18REPS 5
Other AUM ranges
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