RIAs: $100M – $500M AUM
7,635 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SABREPOINT CAPITAL MANAGEMENT
RIADALLAS, TX
AUM $500MTEAM 5REPS 2
STOKES CAPITAL ADVISORS, LLC
RIAGREENWOOD, SC
AUM $499MTEAM 2REPS 1
GREENSTONE PARTNERS, LLC
RIALARKSPUR, CA
AUM $499MTEAM 5REPS 2
ELEVATED CAPITAL ADVISORS, LLC
RIADRAPER, UT
AUM $499MTEAM 30REPS 21
EVT FINANCIAL ADVISORS
RIAZURICH
AUM $499MTEAM 4REPS 3
PRESIDIO CAPITAL MANAGEMENT, LLC
RIASAN DIEGO, CA
AUM $499MTEAM 14REPS 9
ACT ADVISORS
RIAASHEVILLE, NC
AUM $499MTEAM 10REPS 5
SCIENTECH RESEARCH LLC
RIAJERSEY CITY, NJ
AUM $499MTEAM 25REPS 3
CLARK FINANCIAL SERVICES GROUP, INC.
RIACHESTERFIELD, MO
AUM $499MTEAM 6REPS 5
KAHN BROTHERS ADVISORS LLC
RIANew York, NY
AUM $499MTEAM 6REPS 5
BLUE OPAL CAPITAL, LLC
RIANew York, NY
AUM $499MTEAM 4REPS 2
OUTRUNNER CAPITAL, LLC
RIAAUSTIN, TX
AUM $498MTEAM 4REPS 3
HASTINGS EQUITY PARTNERS, LLC
RIABOSTON, MA
AUM $498MTEAM 13REPS 3
JACKSON FINANCIAL SERVICES, LLC
RIAMOUNT PLEASANT, SC
AUM $498MTEAM 3REPS 1
RUEDI WEALTH MANAGEMENT, INC.
RIACHAMPAIGN, IL
AUM $498MTEAM 5REPS 6
PITZL FINANCIAL
RIAARDEN HILLS, MN
AUM $498MTEAM 8REPS 6
XCEL WEALTH MANAGEMENT, LLC
RIAHOLLY HILL, FL
AUM $498MTEAM 4REPS 3
SOCORRO ASSET MANAGEMENT
RIADALLAS, TX
AUM $498MTEAM 6REPS 3
WILLIAM MADISON ADVISORS, INC.
RIAABILENE, TX
AUM $498MTEAM 8REPS 3
SCHMIDT FINANCIAL MANAGEMENT
RIAKIRKLAND, WA
AUM $498MTEAM 7REPS 3
LEGEIS CAPITAL ADVISORS, LLC
RIAGREAT NECK, NY
AUM $497MTEAM 1REPS 2
ESCHLER ASSET MANAGEMENT LLP
RIALONDON
AUM $497MTEAM 41REPS 3
CHELSEA MANAGEMENT COMPANY
RIAWOODLAND HILLS, CA
AUM $497MTEAM 7REPS 4
VERDIS INVESTMENT MANAGEMENT, LLC
RIAWEST CONSHOHOCKEN, PA
AUM $497MTEAM 11REPS 6
Other AUM ranges
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