RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Brewster Financial Planning LLC
RIABrooklynn, NY
AUM $240MTEAM 3REPS 3
Linda A. Barlow, Cfp
RIASanta Ana, CA
AUM $240MTEAM 1REPS 1
Outfitter Energy Management, LLC
RIAHouston, TX
AUM $240MTEAM 3REPS 2
The Circumference Group LLC
RIALittle Rock, AR
AUM $240MTEAM 14REPS 4
Gatemore
RIAAspen, CO
AUM $239MTEAM 9REPS 3
Trivant Custom Portfolio Group LLC
RIASan Diego, CA
AUM $239MTEAM 5REPS 5
Sea Cliff Partners Management, LP
RIASan Francisco, CA
AUM $239MTEAM 5REPS 3
Salient Wealth Planning
RIAEncinitas, CA
AUM $239MTEAM 4REPS 3
E6 Portfolios
RIAMidvale, UT
AUM $239MTEAM 9REPS 4
Brian Low Financial Group, LLC
RIABaton Rouge, LA
AUM $239MTEAM 8REPS 4
Jones Kertz & Associates, Inc.
RIABlaine, MN
AUM $239MTEAM 4REPS 4
Galleria Financial Advisors, LLC
RIAAtlanta, GA
AUM $239MTEAM 2REPS 2
Heights LLC
RIALos Angeles, CA
AUM $239MTEAM 3REPS 2
Driven Investments LLC
RIAAUM $239MTEAM 8REPS 9
Rolek Retirement Planning
RIABerwyn, PA
AUM $239MTEAM 1REPS 1
Saos Capital, LLC
RIAMount Pleasant, SC
AUM $239MTEAM 4REPS 3
Birchview Capital, LP
RIABurlington, VT
AUM $239MTEAM 6REPS 5
Castanea Partners Inc.
RIANewton, MA
AUM $239MTEAM 6REPS 3
Footpath Ventures LP
RIANew York, NY
AUM $239MTEAM 3REPS 2
Trust Investment Advisors
RIACarmel, IN
AUM $239MTEAM 4REPS 6
Orrell Capital Management
RIALivermore, CA
AUM $239MTEAM 3REPS 2
Orcam Financial Group, LLC
RIAAUM $239MTEAM 2REPS 2
Snowcap Capital Management
RIADallas, TX
AUM $239MTEAM 2REPS 2
Investment Management & Planning LLC
RIAGreenville, DE
AUM $239MTEAM 3REPS 4
Other AUM ranges
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