RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
BLOOMFIELD CAPITAL HOLDINGS, LLC
RIABirmingham, MI
AUM $466MTEAM 18REPS 4
CLELLAND & COMPANY INC
RIASAN DIEGO, CA
AUM $466MTEAM 3REPS 2
ARROWROOT CAPITAL MANAGEMENT, LLC
RIAMARINA DEL REY, CA
AUM $465MTEAM 16REPS 2
FELLOWSHIP FINANCIAL PLANNING
RIASPOKANE, WA
AUM $465MTEAM 12REPS 7
BROWNLEE WEALTH MANAGEMENT
RIAHOUSTON, TX
AUM $465MTEAM 6REPS 5
SHARPVUE CAPITAL, LLC
RIARALEIGH, NC
AUM $465MTEAM 9REPS 3
ACUMEN FINANCIAL ADVISORS, LLC
RIAEDINA, MN
AUM $465MTEAM 5REPS 2
FIRST CITIZENS ASSET MANAGEMENT, INC
RIARALEIGH, NC
AUM $465MTEAM 58REPS 65
JOHN F SUBY WEALTH MANAGEMENT LLC
RIAMADISON, WI
AUM $465MTEAM 3REPS 3
LOGAN PARK WEALTH MANAGEMENT
RIAMINNEAPOLIS, MN
AUM $465MTEAM 6REPS 4
HMV WEALTH ADVISORS, LLC
RIASHREVEPORT, LA
AUM $465MTEAM 4REPS 4
S2 FUND MANAGER, LLC
RIADALLAS, TX
AUM $465MTEAM 42REPS 6
DEW WEALTH MANAGEMENT
RIAScottsdale, AZ
AUM $465MTEAM 40REPS 28
CYPRESS CAPITAL PARTNERS, LLC
RIACHICAGO, IL
AUM $464MTEAM 3REPS 3
VERT ASSET MANAGEMENT LLC
RIASAUSALITO, CA
AUM $464MTEAM 2REPS 3
COLONIAL RIVER WEALTH MANAGEMENT LLC
RIAMIDLOTHIAN, VA
AUM $464MTEAM 21REPS 8
OBRIEN GREENE & CO INC
RIAMEDIA, PA
AUM $464MTEAM 7REPS 5
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
RIAPlainview, NY
AUM $464MTEAM 3REPS 8
SARD WEALTH MANAGMENT GROUP, LLC
RIAAtlanta, GA
AUM $464MTEAM 3REPS 2
SCOGGIN MANAGEMENT LP
RIANew York, NY
AUM $464MTEAM 18REPS 3
DESTRA CAPITAL ADVISORS LLC
RIABOZEMAN, MT
AUM $464MTEAM 12REPS 14
INDEPENDENCE FINANCIAL ADVISORS, LLC
RIAFRANKLIN, NH
AUM $464MTEAM 11REPS 8
TUFTON CAPITAL MANAGEMENT, LLC
RIAHUNT VALLEY, MD
AUM $464MTEAM 9REPS 5
MKT ADVISORS LLC
RIACARLSBAD, CA
AUM $464MTEAM 6REPS 4
Other AUM ranges
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