RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Halbert Wealth Management, Inc
RIAAustin, TX
AUM $211MTEAM 5REPS 6
Apex Investment Group
RIAHudson, MA
AUM $211MTEAM 6REPS 6
Shaffer Capital
RIAWesterville, OH
AUM $211MTEAM 7REPS 4
WMK Investment Partners
RIAAUM $211MTEAM 5REPS 3
Financial Counseling Resources LLC
RIAAUM $211MTEAM 4REPS 3
Phase III Advisory Services, Ltd
RIABuffalo Grove, IL
AUM $211MTEAM 3REPS 3
Refined Wealth Management
RIASalt Lake City , UT
AUM $211MTEAM 5REPS 5
Sound Financial, LLC
RIAAUM $211MTEAM 9REPS 5
Traub Capital Management
RIANeedham, MA
AUM $211MTEAM 4REPS 3
Wealthcare Asset Management, LLC
RIASpringfield, MO
AUM $211MTEAM 6REPS 6
Renaud & Company, LLC
RIAO Fallon, MO
AUM $211MTEAM 5REPS 2
Parkstone Wealth Management, LLC
RIAArlington, TX
AUM $211MTEAM 3REPS 3
Mason Capital Partners
RIABoston, MA
AUM $211MTEAM 7REPS 4
Fairbanks Capital Management, Inc.
RIARancho Santa Fe, CA
AUM $211MTEAM 5REPS 4
Sky-Mountain Capital Management
RIAKetchum, ID
AUM $211MTEAM 2REPS 2
Pearlstone Alternative (UK) LLP
RIALondon
AUM $210MTEAM 5REPS 1
Lone Peak Partners Management LP
RIANew York, NY
AUM $210MTEAM 3REPS 2
Guerra Pan Advisors, LLC
RIAAUM $210MTEAM 2REPS 1
Impact Shares
RIADallas, TX
AUM $210MTEAM 3REPS 3
Fidelis Wealth Advisors
RIACastle Rock, CO
AUM $210MTEAM 5REPS 5
KDT Advisors, LLC
RIAPrinceton, NJ
AUM $210MTEAM 5REPS 3
Baring Financial LLC
RIABellingham, WA
AUM $210MTEAM 3REPS 2
Mark Gillam Enterprises
RIAFair Oaks, CA
AUM $210MTEAM 6REPS 3
Independence Wealth Advisors, LLC
RIAIndependence, OH
AUM $210MTEAM 5REPS 5
Other AUM ranges
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