RIAs: $100M – $500M AUM
7,657 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Five Pine Wealth
RIACoeur D Alene, ID
AUM $192MTEAM 3REPS 3
K2 Financial Inc.
RIAGlendora, CA
AUM $192MTEAM 10REPS 8
Old Rock Asset Management LLC
RIAAUM $192MTEAM 2REPS 1
Sanctuary Advisors
RIADenver, CO
AUM $192MTEAM 2REPS 2
Phorcys Capital Partners, LLC
RIAAlpharetta, GA
AUM $191MTEAM 7REPS 5
The Capital Group Fiduciary Advisors, LLC
RIAAUM $191MTEAM 3REPS 1
Strategic Advisory Partners
RIAGreensboro, NC
AUM $191MTEAM 8REPS 5
Spinosa Wealth Management Group
RIAMandeville, LA
AUM $191MTEAM 3REPS 3
Variadic LLC
RIANew York, NY
AUM $191MTEAM 10REPS 3
Aetos Capital Real Estate
RIAGreenwich, CT
AUM $191MTEAM 14REPS 2
Aravalli Capital Management LP
RIANew York, NY
AUM $191MTEAM 4REPS 3
Togwotee Cio
RIAAUM $191MTEAM 1REPS 1
Guardian Wealth Partners, LLC
RIANew York, NY
AUM $191MTEAM 75REPS 22
LB Partners LLC
RIACharlottesville, VA
AUM $191MTEAM 2REPS 2
Oceanside Advisors LLC
RIAMount Pleasant, SC
AUM $191MTEAM 5REPS 5
Anchor Capital
RIAAliso Viejo, CA
AUM $191MTEAM 3REPS 3
Investment Management Corporation
RIARoanoke, VA
AUM $191MTEAM 6REPS 3
High Plains Investment Advisors, Inc.
RIALubbock, TX
AUM $191MTEAM 2REPS 2
Forthright Family Wealth Advisory LLC
RIAHouston, TX
AUM $191MTEAM 2REPS 1
Enza Financial, LLC
RIAIndependence, OH
AUM $191MTEAM 5REPS 4
Columbia River Advisors
RIATacoma, WA
AUM $191MTEAM 6REPS 6
Apex Wealth Management, LLC
RIABedford, NH
AUM $191MTEAM 2REPS 2
M83 Investment Group, LLC
RIACalabasas, CA
AUM $191MTEAM 6REPS 4
Calumet Capital Partners LLC
RIAMiami, FL
AUM $191MTEAM 3REPS 2
Other AUM ranges
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