RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pendulum Wealth Partners
RIAItasca, IL
AUM $283MTEAM 13REPS 9
Trilinc Advisors, LLC
RIAManhattan Beach, CA
AUM $283MTEAM 19REPS 5
Oaktree Advisors LLC
RIACoopersburg, PA
AUM $283MTEAM 6REPS 8
West Horizon Capital
RIAPrinceton, NJ
AUM $283MTEAM 4REPS 2
Cypress Wealth Management
RIAOakbrook Terrace, IL
AUM $283MTEAM 6REPS 1
Kingsbridge Investment Partners LLC
RIALas Vegas, NV
AUM $283MTEAM 5REPS 3
Bear Creek Fund Advisors LLC
RIADenver, CO
AUM $283MTEAM 12REPS 7
Fcig Wealth Management, LLC
RIAPlainfield, CT
AUM $282MTEAM 4REPS 6
Compass Financial Advisors LLC
RIAFort Wayne, IN
AUM $282MTEAM 9REPS 9
Hoertkorn Richard Charles
RIAKentfield, CA
AUM $282MTEAM 2REPS 1
Abbit Management Corp
RIAGrand Haven, MI
AUM $282MTEAM 7REPS 4
Beatrice Advisors LP
RIANew York, NY
AUM $282MTEAM 11REPS 6
Carter Financial, LLC
RIALa Jolla, CA
AUM $282MTEAM 3REPS 2
Stolz & Associates, Ps
RIATacoma, WA
AUM $282MTEAM 5REPS 3
Peloton Capital Management
RIAIndianapolis, IN
AUM $282MTEAM 4REPS 3
HMS Investment Advisors
RIANashville, TN
AUM $282MTEAM 8REPS 6
Founders Capital Management Inc
RIAHouston, TX
AUM $282MTEAM 3REPS 4
Caruso Mclean & Co, Inc.
RIAUtica, NY
AUM $282MTEAM 5REPS 4
Banyan Capital Management, Inc.
RIAAtlanta, GA
AUM $282MTEAM 3REPS 3
Copperleaf Capital, LLC
RIAClover, SC
AUM $282MTEAM 7REPS 4
Sandbridge Investment Management, LLC
RIALos Angeles, CA
AUM $282MTEAM 3REPS 2
B.A. Schrock Wealth Management
RIAWadsworth, OH
AUM $282MTEAM 6REPS 5
Palm Valley Capital Management
RIAJacksonville Beach, FL
AUM $282MTEAM 2REPS 3
Trinity Wealth Advisors LLC
RIASaint Louis, MO
AUM $282MTEAM 8REPS 4
Other AUM ranges
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