RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SARVER VROOMAN WEALTH ADVISORS LLC
RIAKANSAS CITY, MO
AUM $452MTEAM 5REPS 4
RBA WEALTH MANAGEMENT, LLC
RIANEWPORT BEACH, CA
AUM $452MTEAM 7REPS 3
BLACKHAWK CAPITAL PARTNERS, LLC
RIATHIENSVILLE, WI
AUM $452MTEAM 6REPS 7
VIRTERA PARTNERS LLC
RIAPEPPER PIKE, OH
AUM $452MTEAM 5REPS 4
HOLCOMBE FINANCIAL, INC.
RIABROOKHAVEN, GA
AUM $452MTEAM 5REPS 3
HORIZON WEALTH ADVISORS
RIAHOUSTON, TX
AUM $451MTEAM 4REPS 7
EDGE FOCUS CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $451MTEAM 22REPS 4
PRIVATE WEALTH ADVISORS
RIAFRESNO, CA
AUM $451MTEAM 6REPS 3
WEALTHSPAN PARTNERS, LLC
RIADAVENPORT, IA
AUM $451MTEAM 6REPS 5
JUNIPER INVESTMENT COMPANY
RIANew York, NY
AUM $451MTEAM 9REPS 2
WISDOM FIXED INCOME MANAGEMENT
RIADALLAS, TX
AUM $451MTEAM 10REPS 4
KINETIC INVESTMENT MANAGEMENT, INC.
RIALos Angeles, CA
AUM $451MTEAM 39REPS 30
IFC PERSONAL MONEY MANAGERS, INC.
RIANew York, NY
AUM $451MTEAM 4REPS 3
ENZI WEALTH
RIAAUSTIN, TX
AUM $451MTEAM 7REPS 5
HAVENCREST CAPITAL MANAGEMENT, LLC
RIADALLAS, TX
AUM $451MTEAM 14REPS 3
STONECOURT CAPITAL LP
RIANew York, NY
AUM $451MTEAM 9REPS 3
M1 CAPITAL MANAGEMENT LLC
RIATROY, MI
AUM $450MTEAM 12REPS 6
NOLAN MANAGEMENT LLC
RIAHERMOSA BEACH, CA
AUM $450MTEAM 8REPS 2
TIMONIER
RIAWINSTON SALEM, NC
AUM $450MTEAM 8REPS 5
WATEREQUITY LLC
RIAKANSAS CITY, MO
AUM $450MTEAM 44REPS 5
PERRY CAPITAL PARTNERS LLC
RIAAUM $450MTEAM 1REPS 1
MITCHELL & PAHL PRIVATE WEALTH
RIAOKLAHOMA CITY, OK
AUM $450MTEAM 4REPS 2
CAPITAL SQUARE, LLC
RIAATHENS, TN
AUM $450MTEAM 11REPS 11
HAZARD & SIEGEL ADVISORY SERVICES LLC
RIASYRACUSE, NY
AUM $450MTEAM 24REPS 28
Other AUM ranges
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