RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Soundhaven Capital Management
RIAAUM $202MTEAM 3REPS 2
Abbington Investment Group, LLC
RIASouth Portland, ME
AUM $202MTEAM 3REPS 2
J M Brown Financial Partners
RIATulsa, OK
AUM $202MTEAM 7REPS 6
Mccarthy Wealth & Tax Advisors
RIASpringboro, OH
AUM $202MTEAM 4REPS 3
Kowalski Financial Inc.
RIAMinneapolis, MN
AUM $202MTEAM 7REPS 3
Sortis Fund Manager, LLC
RIAPortland, OR
AUM $202MTEAM 9REPS 2
Portage Wealth Inc
RIAOakville
AUM $202MTEAM 13REPS 3
BAM Wealth Management LLC
RIALakewood, CO
AUM $202MTEAM 15REPS 9
Blong Financial
RIAMemphis, TN
AUM $202MTEAM 2REPS 2
Great River Financial
RIAPlymouth, MN
AUM $202MTEAM 4REPS 2
Brixey & Meyer Capital LLC
RIACincinnati, OH
AUM $202MTEAM 15REPS 4
Daner Wealth Management, LLC
RIAAlpharetta, GA
AUM $202MTEAM 2REPS 2
Brasil Plural Investment Advisor LLC
RIAMiami, FL
AUM $202MTEAM 14REPS 13
Capzone Management LLC
RIANorwalk, CT
AUM $202MTEAM 24REPS 5
Maxele Advisors, LLC
RIAWebster Groves, MO
AUM $202MTEAM 3REPS 1
Level One Fund
RIAMiami, FL
AUM $202MTEAM 5REPS 2
Kraematon Investment Advisors, Inc.
RIABraintree, MA
AUM $202MTEAM 2REPS 1
Saul Wealth Advisors, LLC
RIAMiami, FL
AUM $201MTEAM 4REPS 1
Winforest Partners
RIAAUM $201MTEAM 5REPS 2
Harren Equity Partners, LLC
RIACharlottesville, VA
AUM $201MTEAM 5REPS 2
Keystone Wealth Advisors, Incorporated
RIAEagan, MN
AUM $201MTEAM 3REPS 3
Paradigm Wealth Advisory LLC
RIABridgewater, NJ
AUM $201MTEAM 14REPS 7
Pacific Financial Strategies, Inc
RIAThousand Oaks, CA
AUM $201MTEAM 5REPS 3
Authentic Ventures Investment Manager, LLC
RIAOakland, CA
AUM $201MTEAM 3REPS 2
Other AUM ranges
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