RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mara River Capital Management, LP
RIACoral Gables, FL
AUM $218MTEAM 3REPS 3
Sound Financial Strategies Group, LLC
RIAMadison, MS
AUM $218MTEAM 7REPS 5
Parker Financial Advisors LLC
RIAHouston, TX
AUM $218MTEAM 2REPS 2
Affinity Wealth LLC
RIACanton, OH
AUM $218MTEAM 5REPS 3
Callahan Capital Management
RIASteamboat Springs, CO
AUM $217MTEAM 5REPS 4
Presidio Wealth Management
RIAMidvale, UT
AUM $217MTEAM 5REPS 4
Advanced Portfolio Strategies
RIATorrance, CA
AUM $217MTEAM 6REPS 9
White Rock Capital
RIADallas, TX
AUM $217MTEAM 2REPS 2
Wealthtrust Asset Management, LLC
RIADestin, FL
AUM $217MTEAM 7REPS 7
Ciovacco Capital Management
RIAAUM $217MTEAM 2REPS 1
Sheridan Capital Management, LLC
RIAAUM $217MTEAM 1REPS 1
Grange Capital, LLC
RIABeaverton, OR
AUM $217MTEAM 6REPS 5
New Horizon Financial Strategies, LLC
RIAIthaca, NY
AUM $217MTEAM 7REPS 3
Costello Financial Planning, Inc.
RIAAUM $217MTEAM 2REPS 2
Polaris Investment Advisors, LLC
RIAFramingham, MA
AUM $217MTEAM 4REPS 2
Thor Financial Technologies
RIAGreensburg, PA
AUM $217MTEAM 5REPS 5
Tucker's Farm
RIAAUM $217MTEAM 12REPS 4
Cutter Financial Group LLC
RIAFalmouth, MA
AUM $217MTEAM 6REPS 4
Paladin Financial
RIAArden Hills, MN
AUM $217MTEAM 8REPS 8
Strategic Retirement Advisors, LLC
RIAElk Grove, CA
AUM $217MTEAM 2REPS 2
Ledgewood Wealth Advisors, LLC
RIAExeter, NH
AUM $217MTEAM 2REPS 2
Etre LLC
RIACambridge, MA
AUM $217MTEAM 3REPS 1
Blackridge Asset Management, LLC
RIAJupiter, FL
AUM $217MTEAM 69REPS 72
The Simmons Partnership, Inc
RIATowson, MD
AUM $217MTEAM 3REPS 2
Other AUM ranges
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