RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
XPV Management LLC
RIAEl Segundo, CA
AUM $194MTEAM 17REPS 2
One Wealth Investors
RIABoca Raton, FL
AUM $193MTEAM 5REPS 4
Sandia Wealth Management, LLC
RIAAlbuquerque, NM
AUM $193MTEAM 3REPS 1
Pine Haven Investment Counsel, Inc.
RIAAUM $193MTEAM 3REPS 2
Future Financial Wealth Management Group, LLC
RIACincinnati, OH
AUM $193MTEAM 4REPS 2
Dynamic Wealth Advisors
RIASurprise, AZ
AUM $193MTEAM 4REPS 4
Kazazian Asset Management, LLC
RIAFort Lauderdale, FL
AUM $193MTEAM 2REPS 1
Stonecreek Private Wealth, LLC
RIAAUM $193MTEAM 1REPS 1
Retirement Plan Fiduciaries, LLC
RIAAUM $193MTEAM 2REPS 2
Kastel Capital Advisors, LLC
RIAWellesley, MA
AUM $193MTEAM 3REPS 3
Balanced Rock Investment Advisors
RIARoslindale, MA
AUM $193MTEAM 5REPS 5
3 Factor Indexing, LLC
RIAAUM $193MTEAM 4REPS 3
January Capital Advisors LLC
RIASan Francisco, CA
AUM $193MTEAM 4REPS 1
Rmdr Advisors, Inc.
RIAAUM $193MTEAM 3REPS 3
Elemental Capital Partners LLC
RIAAUM $193MTEAM 1REPS 1
Hinchley Advisory Group, LLC
RIACentennial, CO
AUM $193MTEAM 5REPS 1
Willner & Heller LLC
RIAEncino, CA
AUM $193MTEAM 3REPS 3
East Guilford Financial Services LLC
RIAMadison, CT
AUM $193MTEAM 1REPS 1
Terra Alpha Investments LLC
RIAWashington, DC
AUM $193MTEAM 9REPS 3
Cape Ann Capital, Inc.
RIAConcord, MA
AUM $193MTEAM 2REPS 2
Kinzie Capital Partners
RIAChicago, IL
AUM $193MTEAM 12REPS 2
Wickham Financial & Insurance Services
RIAMarietta, GA
AUM $193MTEAM 4REPS 3
High Point Wealth Management, LLC
RIAChester, NJ
AUM $193MTEAM 2REPS 2
Baybridge Capital Group, LLC
RIALivermore, CA
AUM $193MTEAM 4REPS 2
Other AUM ranges
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