RIAs: $100M – $500M AUM
7,635 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
JUNCTURE WEALTH STRATEGIES, LLC
RIAScottsdale, AZ
AUM $474MTEAM 11REPS 10
SYCALE ADVISORS
RIANew York, NY
AUM $473MTEAM 6REPS 2
COIGN CAPITAL ADVISORS LLC
RIADRAPER, UT
AUM $473MTEAM 8REPS 8
BRIGHTSIDE CAPITAL PARTNERS LLC
RIALANTANA, FL
AUM $473MTEAM 12REPS 2
BLUE WATER WEALTH
RIAPORTLAND, OR
AUM $473MTEAM 15REPS 11
ENCOMPASS WEALTH ADVISORS, LLC
RIAPORTLAND, OR
AUM $473MTEAM 5REPS 5
STELLUS CAPITAL INCOME PBDC, LLC
RIAHOUSTON, TX
AUM $473MTEAM 36REPS 2
AIGH CAPITAL MANAGEMENT, LLC
RIAAUM $473MTEAM 4REPS 2
LIGHTHOUSE FINANCIAL SERVICES INC
RIABREA, CA
AUM $473MTEAM 6REPS 5
RETURN ON LIFE WEALTH PARTNERS
RIACLEVELAND, OH
AUM $473MTEAM 13REPS 5
STRAIGHT PATH WEALTH MANAGEMENT
RIAJENISON, MI
AUM $472MTEAM 12REPS 9
ZIMMERMAN WEALTH MANAGEMENT, LLC
RIAEVANSTON, IL
AUM $472MTEAM 7REPS 6
WEALTHEDGE INVESTMENT ADVISORS, LLC
RIANew York, NY
AUM $472MTEAM 9REPS 7
WEALTH EFFECTS
RIABOSTON, MA
AUM $472MTEAM 17REPS 8
CABANA ASSET MANAGEMENT
RIAFAYETTEVILLE, AR
AUM $472MTEAM 6REPS 4
BIRINYI ASSOCIATES, INC.
RIAWESTPORT, CT
AUM $472MTEAM 4REPS 2
MAIN CAPITAL PARTNERS NORTH AMERICA LLC
RIABOSTON, MA
AUM $472MTEAM 9REPS 1
MASON & ASSOCIATES, LLC
RIANEWPORT NEWS, VA
AUM $471MTEAM 11REPS 7
THE STERLING GROUP
RIAPASADENA, CA
AUM $471MTEAM 9REPS 4
PRAETORIAN PR LLC
RIARINCON, PR
AUM $471MTEAM 4REPS 3
KASSOUF WEALTH ADVISORS, LLC
RIABirmingham, AL
AUM $471MTEAM 10REPS 6
SAND CREEK CAPITAL, LLC
RIAREXBURG, ID
AUM $471MTEAM 8REPS 9
ILLUMINATION WEALTH MANAGEMENT
RIASAN DIEGO, CA
AUM $471MTEAM 14REPS 10
VANTERRA CAPITAL LLC
RIANew York, NY
AUM $471MTEAM 6REPS 2
Other AUM ranges
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