RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SDS Real Estate Advisors
RIALos Angeles, CA
AUM $474MTEAM 14REPS 2
Cape Investment Advisory, Inc.
RIAMcdonough, GA
AUM $474MTEAM 34REPS 34
Towle & Co
RIADenver, CO
AUM $474MTEAM 9REPS 6
The Wellington Grp LLC
RIAIndianapolis, IN
AUM $474MTEAM 10REPS 11
Juncture Wealth Strategies, LLC
RIAScottsdale, AZ
AUM $474MTEAM 11REPS 10
Sycale Advisors
RIANew York, NY
AUM $473MTEAM 6REPS 2
Promethean Investments
RIAEdinburgh
AUM $473MTEAM 3REPS 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 Private Bdc Advisor, 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 8
The Sterling Group
RIAPasadena, CA
AUM $471MTEAM 9REPS 4
Other AUM ranges
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