RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Alta Fundamental Advisers LLC
RIANew York, NY
AUM $466MTEAM 5REPS 2
Bcas
RIABedford, NH
AUM $466MTEAM 7REPS 6
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
Olive Partners Management
RIAEast Palo Alto, CA
AUM $465MTEAM 14REPS 4
First Citizens Asset Management, Inc
RIARaleigh, NC
AUM $465MTEAM 58REPS 76
John F Suby Wealth Management LLC
RIAMadison, WI
AUM $465MTEAM 3REPS 3
Logan Park Wealth Management
RIAMinneapolis, MN
AUM $465MTEAM 6REPS 3
DEW Wealth Management
RIAScottsdale, AZ
AUM $465MTEAM 36REPS 25
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
SLW Investment Management, LLC
RIADallas, TX
AUM $464MTEAM 11REPS 4
Hofman Wealth Management
RIAChesterfield, MO
AUM $464MTEAM 6REPS 5
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 13
Other AUM ranges
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