RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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 6
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
Santa Barbara Management
RIAChicago, IL
AUM $530MTEAM 18REPS 13
Matheson & Rock Wealth Management, LLC
RIADavenport, IA
AUM $530MTEAM 3REPS 5
A-Street Management LP
RIAAUM $530MTEAM 8REPS 3
Pension & Wealth Management Advisors
RIAWaltham, MA
AUM $530MTEAM 13REPS 8
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
Benefit Fiduciary Group LLC
RIARichmond, VA
AUM $529MTEAM 2REPS 2
Benedict Financial Advisors, Inc.
RIAAtlanta, GA
AUM $529MTEAM 7REPS 5
Council Oak Wealth Advisors
RIATulsa, OK
AUM $529MTEAM 6REPS 5
Other AUM ranges
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