RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
DST Wealth Management LLC
RIAIndian Wells, CA
AUM $532MTEAM 10REPS 5
Elevated Financial Group
RIAIndianapolis, IN
AUM $532MTEAM 13REPS 7
MH Advisory Services LLC
RIAAUM $532MTEAM 1REPS 1
Monument Wealth Management
RIAAlexandria, VA
AUM $532MTEAM 11REPS 9
Cerro Pacific Wealth Advisors, LLC
RIASan Luis Obispo, CA
AUM $532MTEAM 6REPS 4
Ancient Management LP D/B/A Ancient
RIANew York, NY
AUM $532MTEAM 12REPS 3
XXI Wealth, LLC
RIAChicago, IL
AUM $532MTEAM 5REPS 4
New Silk Route
RIANew York, NY
AUM $532MTEAM 5REPS 2
Ceeto Capital Group, LLC
RIACoral Gables, FL
AUM $531MTEAM 4REPS 4
Sardis Group, LLC
RIAAtlanta, GA
AUM $531MTEAM 6REPS 4
Cap91 Partners Management LLC
RIARichmond, VA
AUM $531MTEAM 9REPS 3
Titan Retirement Advisors LLC
RIAFulshear, TX
AUM $531MTEAM 2REPS 1
RAI Wealth
RIANaperville, IL
AUM $531MTEAM 12REPS 6
Trinity Portfolio Advisors, LLC
RIASouthlake, TX
AUM $531MTEAM 13REPS 10
Securitize Capital LLC
RIAMiami, FL
AUM $530MTEAM 2REPS 3
Santa Barbara Management
RIAChicago, IL
AUM $530MTEAM 18REPS 14
Matheson & Rock Wealth Management, LLC
RIADavenport, IA
AUM $530MTEAM 3REPS 5
A-Street Management LP
RIAAUM $530MTEAM 8REPS 3
Carlson Capital, L.P.
RIADallas, TX
AUM $530MTEAM 26REPS 5
Pension & Wealth Management Advisors
RIAWaltham, MA
AUM $530MTEAM 13REPS 9
Denver Wealth Management, Inc.
RIADenver, CO
AUM $530MTEAM 18REPS 9
TC Latin America Partners LLC
RIASan Juan, PR
AUM $530MTEAM 9REPS 3
Yarger Wealth Strategies, LLC
RIAWesterville, OH
AUM $530MTEAM 4REPS 4
Mindful Asset Planning
RIAApple Valley, MN
AUM $529MTEAM 22REPS 6
Other AUM ranges
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