RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Alan B. Lancz & Associates, Inc.
RIAToledo, OH
AUM $175MTEAM 4REPS 2
Appalachian Capital Management
RIASaint Clairsville, OH
AUM $175MTEAM 4REPS 2
CTA Wealth Advisors, Inc.
RIABurbank, CA
AUM $175MTEAM 4REPS 2
Gould Capital, LLC
RIATacoma, WA
AUM $175MTEAM 3REPS 4
Greenleaf Financial Group
RIACarmel, IN
AUM $175MTEAM 2REPS 2
WPA Family Office, LLC
RIADallas, TX
AUM $175MTEAM 5REPS 4
The Pillar Strategies
RIAFlemington, NJ
AUM $175MTEAM 4REPS 4
Wayve Capital Management, LLC
RIAAUM $175MTEAM 4REPS 3
Cicc Alpha Investment Management (USA), LLC
RIANew York, NY
AUM $175MTEAM 1REPS 4
Robert A. Zock & Co,Inc.
RIAWarner, NH
AUM $175MTEAM 1REPS 2
Sippican Capital Advisors
RIABoston, MA
AUM $175MTEAM 5REPS 2
J. Freeman & Associates
RIAGreenville, SC
AUM $175MTEAM 2REPS 1
Power Asset Management LLC
RIALos Angeles, CA
AUM $175MTEAM 1REPS 1
The Atlas Financial Group
RIAMiami, FL
AUM $175MTEAM 4REPS 2
Yoffe Investment Management, LLC
RIALemoyne, PA
AUM $175MTEAM 1REPS 1
TNT Asset Management, LLC
RIARound Rock, TX
AUM $175MTEAM 6REPS 4
Income & Asset Advisory, Inc.
RIAArmonk, NY
AUM $175MTEAM 4REPS 4
Newport Global Advisors L.P.
RIAThe Woodlands, TX
AUM $175MTEAM 5REPS 5
Meliora Capital
RIATulsa, OK
AUM $175MTEAM 3REPS 2
Sageoak Financial, LLC
RIATulsa, OK
AUM $175MTEAM 3REPS 4
Guardian Wealth Management
RIASalt Lake City , UT
AUM $175MTEAM 3REPS 3
Arrow Capital Management, LLC
RIANew York, NY
AUM $175MTEAM 2REPS 3
Teca Partners, LP
RIAAustin, TX
AUM $175MTEAM 4REPS 1
Providence Legacy Advisors LLC
RIAAUM $175MTEAM 1REPS 1
Other AUM ranges
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