RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wellspring Capital Management LLC
RIANew York, NY
AUM $208MTEAM 23REPS 6
Open Field Capital LLC
RIANew York, NY
AUM $208MTEAM 4REPS 2
Alere Planning LLC
RIAAUM $208MTEAM 3REPS 2
Fulcrum Wealth Advisors, LLC
RIABellevue, WA
AUM $208MTEAM 3REPS 3
DWP
RIAGrosse Pointe Farms, MI
AUM $208MTEAM 6REPS 4
Guardsman Private Capital Management, Inc.
RIASarasota, FL
AUM $208MTEAM 3REPS 2
Seagull Lane Asset Management LLC
RIAHuntington Beach, CA
AUM $208MTEAM 4REPS 2
Lynwood Price Capital Management LP
RIAAustin, TX
AUM $208MTEAM 3REPS 1
Fairscale Capital, LLC
RIANashua, NH
AUM $208MTEAM 3REPS 3
Capstar Financial Services LLC
RIAAustin, TX
AUM $208MTEAM 4REPS 3
Orographic Financial Advisors
RIAAUM $208MTEAM 3REPS 2
Gates Pass Advisors, LLC
RIALos Altos, CA
AUM $208MTEAM 3REPS 3
Garlikov Advisors Inc
RIAColumbus, OH
AUM $208MTEAM 4REPS 4
Terraform Wealth, LLC
RIAHouston, TX
AUM $208MTEAM 2REPS 2
Smith & Wyatt
RIACollege Station, TX
AUM $207MTEAM 9REPS 9
Prairieview Wealth & Tax Advisors
RIAFrankfort, IL
AUM $207MTEAM 9REPS 5
White Knight Strategic Wealth Advisors, LLC
RIALawrenceville, NJ
AUM $207MTEAM 7REPS 7
Lesa Sroufe & Company, Inc.
RIASeattle, WA
AUM $207MTEAM 4REPS 3
Bluestone® Financial Advisors, LLC
RIABethesda, MD
AUM $207MTEAM 3REPS 2
Counterweight Private Wealth
RIAWilmington, NC
AUM $207MTEAM 3REPS 3
1819 Partners
RIAMemphis, TN
AUM $207MTEAM 4REPS 4
FFO Investments LLC
RIATampa, FL
AUM $207MTEAM 5REPS 7
Purtill Financial LLC
RIAHighland Heights, OH
AUM $207MTEAM 5REPS 4
Lake Hills Wealth Management, LLC
RIAAustin, TX
AUM $207MTEAM 4REPS 3
Other AUM ranges
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