RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Bull Oak Capital, LLC
RIARancho Santa Fe, CA
AUM $262MTEAM 7REPS 4
Convoy Investments, LLC
RIAAUM $262MTEAM 2REPS 2
Tandem Wealth Advisors
RIAPhoenix, AZ
AUM $262MTEAM 7REPS 7
WJ Wealth Management
RIAGlendale, AZ
AUM $262MTEAM 6REPS 2
Tiller Partners, LLC
RIABeverly Hills, CA
AUM $261MTEAM 1REPS 1
Sage Stone Wealth Management LLC
RIALa Jolla, CA
AUM $261MTEAM 4REPS 3
Wellington Investment Advisors
RIABloomington, IN
AUM $261MTEAM 10REPS 9
Utopia Wealth Management, LLC
RIACoconut Creek, FL
AUM $261MTEAM 3REPS 2
Elco Management Company, LLC
RIANew York, NY
AUM $261MTEAM 7REPS 6
Corepath Wealth Partners LLC
RIAScottsdale, AZ
AUM $261MTEAM 8REPS 4
Financial Designs Wealth Management
RIAMiami, FL
AUM $261MTEAM 6REPS 3
Portfolio Advisors, Inc.
RIAFresno, CA
AUM $261MTEAM 7REPS 2
CGI Plan Advisors, Inc.
RIAFrazer, PA
AUM $261MTEAM 2REPS 2
Keystone Asset Management, Inc.
RIAMclean, VA
AUM $261MTEAM 5REPS 1
Prevail Wealth Management
RIAKirkland, WA
AUM $261MTEAM 5REPS 1
Trustwell Financial Advisors, LLC
RIAJacksonville, FL
AUM $261MTEAM 7REPS 5
Viawealth, LLC
RIALeawood, KS
AUM $261MTEAM 4REPS 4
GLR Partners
RIAColumbia, MD
AUM $261MTEAM 5REPS 4
DCM Advisors, LLC
RIANew York, NY
AUM $261MTEAM 11REPS 6
Winebrenner Capital Management LLC
RIALouisville, KY
AUM $260MTEAM 9REPS 5
Arco Global Management, LLC
RIAGuaynabo, PR
AUM $260MTEAM 2REPS 1
Alamar Capital Management, LLC
RIASanta Barbara, CA
AUM $260MTEAM 3REPS 2
Banker Investment Group
RIAWest Lafayette, IN
AUM $260MTEAM 4REPS 3
Nantucket Multi Managers, LLC
RIABloomfield Hills, MI
AUM $260MTEAM 5REPS 4
Other AUM ranges
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