RIAs: $100M – $500M AUM
7,650 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Athos Private Wealth LLC
RIAHolladay, UT
AUM $268MTEAM 7REPS 5
Wavvest Wealth
RIAChicago, IL
AUM $268MTEAM 4REPS 3
Astra Wealth Partners
RIAJersey City, NJ
AUM $268MTEAM 3REPS 3
Sage Investment Advisers LLC
RIAWappingers Falls, NY
AUM $268MTEAM 5REPS 3
CWS Capital Partners LLC
RIANewport Beach, CA
AUM $268MTEAM 52REPS 7
JMK & Associates, LLC
RIASpokane, WA
AUM $268MTEAM 4REPS 1
Karl Kapital
RIASan Francisco, CA
AUM $268MTEAM 6REPS 2
BPM Wealth Advisors, LLC
RIASan Francisco, CA
AUM $268MTEAM 6REPS 6
Invested Advisors
RIAState College, PA
AUM $268MTEAM 5REPS 3
Reliant Investment Partners, LLC
RIAPinehurst, NC
AUM $268MTEAM 6REPS 3
Viewpoint Capital Management
RIASeattle, WA
AUM $268MTEAM 1REPS 1
Tradelink Capital LLC
RIAChicago, IL
AUM $268MTEAM 11REPS 6
Soviero Asset Management, LP
RIANew York, NY
AUM $268MTEAM 6REPS 3
Variant Private Wealth LLC
RIATysons, VA
AUM $267MTEAM 4REPS 3
Riverplace Capital Management Inc
RIAJacksonville, FL
AUM $267MTEAM 6REPS 5
Matriarch Wealth Management, LLC
RIAAUM $267MTEAM 3REPS 2
The Evergreen Advantage Management, Inc.
RIASanta Monica, CA
AUM $267MTEAM 4REPS 4
Retirementadvice | Jka
RIAAnaheim, CA
AUM $267MTEAM 4REPS 4
C.M.Bidwell & Associates Ltd
RIAAUM $267MTEAM 5REPS 8
Arsenal Capital Advisors LLC
RIAConshohocken, PA
AUM $267MTEAM 3REPS 3
Terra Partners Asset Management
RIANaxxar
AUM $267MTEAM 11REPS 7
WIN Advisors, Inc
RIAPalm Beach Gardens, FL
AUM $267MTEAM 4REPS 5
GQG Private Capital Solutions LLC
RIATacoma, WA
AUM $267MTEAM 10REPS 7
Decathlon Capital Management II, LLC
RIAPark City, UT
AUM $267MTEAM 13REPS 3
Other AUM ranges
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