RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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
Navigate Private Wealth, LLC
RIADraper, UT
AUM $529MTEAM 11REPS 7
CH Global Capital Management, LLC
RIANew York, NY
AUM $529MTEAM 5REPS 2
Caravela Energy Partners LP
RIADarien, CT
AUM $529MTEAM 16REPS 2
Willow Creek Financial
RIASan Diego, CA
AUM $529MTEAM 7REPS 5
S.A. Mason, LLC
RIAHolland, MI
AUM $529MTEAM 3REPS 4
Peterson Wealth Services Inc.
RIASouth Ogden, UT
AUM $529MTEAM 6REPS 4
Measured Wealth Private Client Group, LLC
RIAPortsmouth, NH
AUM $528MTEAM 14REPS 11
BCR Wealth Strategies
RIAVestavia, AL
AUM $528MTEAM 11REPS 7
Strength Capital Partners, LLC
RIABirmingham, MI
AUM $528MTEAM 12REPS 3
Archean Capital Partners II, L.L.C.
RIANewtown Square, PA
AUM $528MTEAM 17REPS 8
Cura Wealth Advisors, LLC
RIAChicago, IL
AUM $528MTEAM 3REPS 2
Rosecap Investment Advisors, LLC
RIAGrand Junction, CO
AUM $528MTEAM 8REPS 5
Noble Family Wealth
RIAClearwater, FL
AUM $527MTEAM 9REPS 6
Axon Capital LP
RIANew York, NY
AUM $527MTEAM 6REPS 3
Sophron Capital Management
RIASummit, NJ
AUM $527MTEAM 2REPS 3
Hvpf Manager II, LLC
RIANew York, NY
AUM $527MTEAM 47REPS 3
Compass Financial Advisory Services, LLC
RIAOrmond Beach, FL
AUM $527MTEAM 12REPS 8
Ariston Services Group, LLC
RIASan Diego, CA
AUM $527MTEAM 5REPS 2
Compass Group Investments Solutions LLC
RIAMiami, FL
AUM $527MTEAM 17REPS 5
Northern Capital Management, Inc.
RIASpokane, WA
AUM $527MTEAM 11REPS 11
Retirement Wellness Group
RIAPasadena, CA
AUM $527MTEAM 2REPS 2
Other AUM ranges
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