RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Colbert Investment Management Co
RIAMiami, FL
AUM $296MTEAM 3REPS 2
Golden Bay Advisors LLC
RIAAUM $296MTEAM 1REPS 2
Orchid Advisory
RIADallas, TX
AUM $296MTEAM 4REPS 3
22nw, LP
RIASeattle, WA
AUM $296MTEAM 6REPS 2
Square Advisors, LLC
RIALondon
AUM $295MTEAM 1REPS 2
HWA Financial Group
RIAEllicott City, MD
AUM $295MTEAM 4REPS 3
Union Heritage Capital
RIADetroit, MI
AUM $295MTEAM 3REPS 2
Guild Capital Management
RIAAUM $295MTEAM 13REPS 3
Douglas Capital Management Inc
RIAJacksonville, FL
AUM $295MTEAM 4REPS 3
Trace Wealth Advisors
RIAAUM $295MTEAM 1REPS 1
Krane Financial Solutions
RIACalabasas, CA
AUM $295MTEAM 4REPS 2
Carpenter, Claydon Advisors, Inc.
RIAMaitland, FL
AUM $295MTEAM 3REPS 1
Stewardship Trust Advisors
RIAGrandville, MI
AUM $295MTEAM 7REPS 4
Illumen Capital Management, LLC
RIAOakland, CA
AUM $295MTEAM 10REPS 2
Madison Park Capital Advisors, LLC
RIASeattle, WA
AUM $295MTEAM 4REPS 4
Lineage Point Capital LP
RIAAUM $295MTEAM 3REPS 3
Wall Capital Group, Inc.
RIAPhoenix, AZ
AUM $295MTEAM 5REPS 4
Bright Futures Wealth Management, LLC
RIAWebster, NY
AUM $295MTEAM 14REPS 17
Brizo Capital, LP
RIANew York, NY
AUM $294MTEAM 1REPS 1
Buildgroup Management
RIAAustin, TX
AUM $294MTEAM 5REPS 3
Estate Management Counselors,LLC
RIAAtlanta, GA
AUM $294MTEAM 4REPS 2
Christensen, King & Associates Investment Services, Inc.
RIARichland, WA
AUM $294MTEAM 10REPS 10
Baugh & Associates, LLC
RIAAtlanta, GA
AUM $294MTEAM 4REPS 2
A.R.T. Advisors, LLC
RIANew York, NY
AUM $294MTEAM 30REPS 6
Other AUM ranges
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