RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Path Capital Partners, LLC
RIANorth Miami Beach, FL
AUM $169MTEAM 4REPS 3
Gladwyn Financial Advisors, Inc.
RIAAUM $169MTEAM 3REPS 3
Rigden Capital Strategies
RIAEnglewood, CO
AUM $169MTEAM 6REPS 6
OBP Capital
RIARocky Mount, NC
AUM $169MTEAM 2REPS 2
Zinnia Wealth Advisory, LLC
RIAOcala, FL
AUM $169MTEAM 11REPS 3
Town Capital
RIABel Air, MD
AUM $169MTEAM 2REPS 1
Baleen Capital Management LLC
RIALas Vegas, NV
AUM $169MTEAM 1REPS 1
Staines Financial, LLC
RIARoseville, CA
AUM $169MTEAM 9REPS 4
Michael J. Porro & Co Financial Advisors, Inc.
RIAOld Tappan, NJ
AUM $169MTEAM 5REPS 3
Meyer Gates Financial Advisors, Inc
RIAWest Chester, OH
AUM $169MTEAM 6REPS 3
F5 Financial Planning, L.L.C.
RIAAUM $169MTEAM 3REPS 4
Overlay Management, LLC
RIAAlpharetta, GA
AUM $169MTEAM 16REPS 2
Lifepoint Planning
RIASchaumburg, IL
AUM $168MTEAM 3REPS 3
Stewardship Capital
RIAIndependence, MO
AUM $168MTEAM 5REPS 4
TLC Group Investment Advisors, LLC
RIAState College, PA
AUM $168MTEAM 6REPS 2
Boyd Capital
RIARochester, NY
AUM $168MTEAM 3REPS 2
Somnio Financial Group, LLC
RIAGlastonbury, CT
AUM $168MTEAM 4REPS 2
Dragon Capital Management (HK) Limited
RIACentral
AUM $168MTEAM 4REPS 5
Arnold And Mote Wealth Management
RIAHiawatha, IA
AUM $168MTEAM 6REPS 4
Stonehaven Wealth & Tax Solutions
RIAAppleton, WI
AUM $168MTEAM 3REPS 3
Novadius Wealth Management
RIAOverland Park, KS
AUM $168MTEAM 6REPS 7
Frontline Healthcare Partners
RIACharleston, SC
AUM $168MTEAM 10REPS 4
Dipaolo Financial Group, Inc.
RIALutz, FL
AUM $168MTEAM 9REPS 5
North Forty Two & Co
RIALake Oswego, OR
AUM $168MTEAM 2REPS 2
Other AUM ranges
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