RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wealth Intelligence, LLC
RIAColumbus, GA
AUM $247MTEAM 5REPS 4
Keystone Financial Group, Inc.
RIAAtlanta, GA
AUM $247MTEAM 7REPS 7
Kral Financial Advisors, LLC
RIAAUM $247MTEAM 1REPS 1
SR Alternative Credit, LLC
RIADarien, CT
AUM $247MTEAM 9REPS 3
Amplius Asset Management, LLC
RIABlue Bell, PA
AUM $247MTEAM 12REPS 3
BPP Wealth Solutions, LLC
RIABasking Ridge, NJ
AUM $247MTEAM 6REPS 6
Blueline Advisors
RIAExeter, NH
AUM $247MTEAM 3REPS 3
Washington Growth Strategies LLC
RIAWashington, DC
AUM $247MTEAM 1REPS 1
Anchor Bay Capital, Inc.
RIACarlsbad, CA
AUM $247MTEAM 6REPS 7
Fillmore Capital Partners, LLC
RIAPowell, OH
AUM $247MTEAM 22REPS 4
AGP Franklin, LLC
RIAFranklin, TN
AUM $247MTEAM 7REPS 3
Baum Capital Partners Management, LLC
RIAKansas City, MO
AUM $247MTEAM 10REPS 3
Intervest Ltd
RIAChevy Chase, MD
AUM $247MTEAM 5REPS 3
Northern Edge Wealth Management
RIAMarquette, MI
AUM $247MTEAM 6REPS 5
Eudaimonia Asset Management, LLC
RIAWinchester, TN
AUM $247MTEAM 4REPS 3
Tenet Wealth Partners, LLC
RIAChampaign, IL
AUM $247MTEAM 4REPS 4
Lighthouse Wealth Management, LLC
RIACamp Hill, PA
AUM $247MTEAM 2REPS 2
Value Investment Professionals, LLC
RIANew York, NY
AUM $247MTEAM 4REPS 4
Julex Capital Management
RIANatick, MA
AUM $247MTEAM 3REPS 4
Strive Financial Group, LLC
RIACarmel, IN
AUM $247MTEAM 12REPS 10
Stronghold Resource Partners
RIADallas, TX
AUM $247MTEAM 45REPS 4
17 Capital Partners, LLC
RIAPhoenix, AZ
AUM $246MTEAM 7REPS 3
Taconic Advisors
RIASaugerties, NY
AUM $246MTEAM 6REPS 4
Nexxus Holdings Advisors LLC
RIASanta Barbara, CA
AUM $246MTEAM 7REPS 2
Other AUM ranges
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