RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Global Financial Advisory Services, Inc.
RIAValencia, CA
AUM $259MTEAM 3REPS 3
Elevation Wealth Management
RIAAUM $259MTEAM 2REPS 3
Ishara Investments LP
RIALos Angeles, CA
AUM $259MTEAM 6REPS 2
Davis Capital Management
RIAJacksonville, FL
AUM $259MTEAM 5REPS 4
Kure Advisory, LLC
RIAPlymouth, MN
AUM $259MTEAM 6REPS 7
Incline Global Management, LLC
RIANew York, NY
AUM $259MTEAM 6REPS 2
An Exceptional Life Financial, LLC
RIAIndianapolis, IN
AUM $259MTEAM 4REPS 5
Revel Wealth Management
RIAElmwood Park, NJ
AUM $259MTEAM 2REPS 2
Cobblestone Asset Management
RIANorth Chesterfield, VA
AUM $259MTEAM 4REPS 4
Northern Lights Advisors, Inc.
RIASeattle, WA
AUM $259MTEAM 5REPS 4
724 Capital, LLC
RIAAUM $259MTEAM 15REPS 14
Corinthian Capital Group, LLC
RIANew York, NY
AUM $259MTEAM 7REPS 4
GK Wealth Management LLC
RIAReno, NV
AUM $259MTEAM 5REPS 6
Pacific Capital Associates
RIASan Diego, CA
AUM $259MTEAM 6REPS 4
Shaker Investments
RIABeachwood, OH
AUM $259MTEAM 9REPS 8
Triton Financial Group, Inc
RIAOklahoma City, OK
AUM $259MTEAM 5REPS 5
Ables, Iannone, Moore & Associates, Inc.
RIASavannah, GA
AUM $259MTEAM 5REPS 5
Financial Institution Services, LLC
RIAAUM $259MTEAM 4REPS 2
Steel Tower Investments
RIAPittsburgh, PA
AUM $259MTEAM 5REPS 4
Equity Wealth Partners, LLC
RIAIndependence, MO
AUM $259MTEAM 8REPS 7
Aft, Forsyth and Company, Inc.
RIAJupiter, FL
AUM $259MTEAM 2REPS 3
Redwood Family Wealth LLC
RIAPlano, TX
AUM $259MTEAM 4REPS 3
Nabity-Jensen Investment Management, Inc.
RIAOmaha, NE
AUM $258MTEAM 3REPS 3
Geosphere Capital Management, LLC
RIAMiami Beach, FL
AUM $258MTEAM 6REPS 2
Other AUM ranges
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