RIAs: $100M – $500M AUM
7,815 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hardin Capital Partners, LLC
RIAGreenville, SC
AUM $448MTEAM 3REPS 1
Kerrisdale Capital Management, LLC
RIAMiami Beach, FL
AUM $448MTEAM 4REPS 2
Armstrong Dixon
RIABaltimore, MD
AUM $448MTEAM 9REPS 6
Petra Financial Advisors Inc
RIAColorado Springs, CO
AUM $447MTEAM 15REPS 8
Flagship Private Wealth
RIAWoburn, MA
AUM $447MTEAM 4REPS 4
Stephenson and Company, Inc.
RIASan Clemente, CA
AUM $447MTEAM 5REPS 3
Leslie Global Wealth, LLC
RIAItasca, IL
AUM $447MTEAM 6REPS 3
United Advisors America
RIAProsper, TX
AUM $447MTEAM 28REPS 22
Oak Lane Advisors
RIACenterville, UT
AUM $446MTEAM 12REPS 9
L. K. Benson & Company, P.C.
RIATimonium, MD
AUM $446MTEAM 9REPS 2
Bracco Asset Management
RIAPurchase, NY
AUM $446MTEAM 7REPS 3
Peak Wealth Management, LLC
RIAPlymouth, MI
AUM $446MTEAM 3REPS 3
DRC Investment Advisors, LLC
RIASanta Monica, CA
AUM $446MTEAM 4REPS 2
Roberts Wealth Advisors, LLC
RIAMenlo Park, CA
AUM $446MTEAM 6REPS 3
Beaton Management Co Inc
RIAHaverhill, MA
AUM $446MTEAM 3REPS 3
Brigham Royalties Management, LLC
RIAAustin, TX
AUM $446MTEAM 14REPS 5
Arcadia Wealth Management, LLC
RIAManchester, NH
AUM $446MTEAM 20REPS 11
Mindset Wealth Management, LLC
RIAIndianapolis, IN
AUM $445MTEAM 4REPS 5
Maxim Financial Advisors LLC
RIANew York, NY
AUM $445MTEAM 35REPS 40
N1 Advisors
RIANewark, DE
AUM $445MTEAM 7REPS 3
4x4 Capital
RIANew York, NY
AUM $445MTEAM 9REPS 4
Spectrum Wealth Advisory Group, LLC
RIAGranite Bay, CA
AUM $445MTEAM 5REPS 3
CWC Advisors, LLC
RIALake Oswego, OR
AUM $445MTEAM 9REPS 5
Beaconlight Capital, LLC
RIANew York, NY
AUM $445MTEAM 12REPS 2
Other AUM ranges
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