RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hallstatt Advisors L.P.
RIAAUM $215MTEAM 2REPS 2
Eastsound Capital Advisors, LLC
RIAAUM $215MTEAM 8REPS 8
UTA LLC
RIAVancouver, WA
AUM $215MTEAM 2REPS 2
Jcsd Capital, LLC
RIAWalnut Creek, CA
AUM $215MTEAM 4REPS 3
Kinetic Wealth Investment Advisors, LLC
RIAWestlake, OH
AUM $215MTEAM 3REPS 3
Noblebridge Wealth
RIAAUM $215MTEAM 8REPS 6
Mission Trail Capital Management, LLC
RIAAustin, TX
AUM $215MTEAM 4REPS 3
Ajax Health Management Company, LLC
RIAMenlo Park, CA
AUM $215MTEAM 19REPS 4
Wealth With No Regrets®
RIAAlpharetta, GA
AUM $214MTEAM 13REPS 5
4thought Financial Group Inc.
RIASyosset, NY
AUM $214MTEAM 6REPS 5
Continuity Wealth Management, Corp.
RIAPortland, OR
AUM $214MTEAM 4REPS 3
Wealthtrak Advisors
RIAVirginia Beach, VA
AUM $214MTEAM 5REPS 5
Sage Hill Capital
RIAAnn Arbor, MI
AUM $214MTEAM 2REPS 2
Ponta Wealth Partners, LLC
RIAWinter Park, FL
AUM $214MTEAM 2REPS 2
Viable
RIAAUM $214MTEAM 6REPS 4
Objective Capital Management, LLC
RIAFairlawn, OH
AUM $214MTEAM 4REPS 4
Healthcor Partners Management, L.P.
RIAAUM $214MTEAM 3REPS 4
Alpha Wealth Funds, LLC
RIAPark City, UT
AUM $214MTEAM 11REPS 11
Adaptive Wealth Engineering
RIALas Vegas, NV
AUM $214MTEAM 5REPS 5
Pacific Management Partners LLC
RIAAUM $214MTEAM 2REPS 2
Premis Advisors, LLC
RIAAtlanta, GA
AUM $214MTEAM 1REPS 1
Compass Planning Associates, Inc.
RIAAUM $214MTEAM 3REPS 3
Insight Financial Services
RIAOverland Park, KS
AUM $214MTEAM 11REPS 9
Retiremitten Financial LLC
RIAMilford, MI
AUM $214MTEAM 5REPS 4
Other AUM ranges
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