RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Fell Capital Management
RIANewport Beach, CA
AUM $162MTEAM 1REPS 2
Honu Wealth Management
RIAAUM $162MTEAM 4REPS 3
Jeffrey Matthews Wealth Management, LLC
RIAFlorham Park, NJ
AUM $162MTEAM 14REPS 17
Lynnleigh & Company, LLC
RIAPittsford, NY
AUM $162MTEAM 5REPS 3
Pincus Capital Management, LP
RIANew York, NY
AUM $162MTEAM 3REPS 2
Flfs Advisory LLC
RIAVictor, NY
AUM $161MTEAM 5REPS 5
Blom & Howell Financial Planning, Inc.
RIAModesto, CA
AUM $161MTEAM 3REPS 2
Prakash Investment Advisors LLC
RIAAUM $161MTEAM 1REPS 1
Farnam Financial
RIAPhoenix, AZ
AUM $161MTEAM 3REPS 3
Elite Wealth Management, Inc.
RIAPlover, WI
AUM $161MTEAM 5REPS 4
Clearpath Capital Partners LLC
RIAMenlo Park, CA
AUM $161MTEAM 5REPS 3
Laguna Wealth Advisors, LLC
RIAAUM $161MTEAM 4REPS 4
TFS Advisors, LLC
RIAEdmonds, WA
AUM $161MTEAM 3REPS 2
Sieben Wealth Planning LLC
RIAAUM $161MTEAM 2REPS 2
Barnett Capital Advisors LLC
RIAMiami, FL
AUM $161MTEAM 3REPS 5
Newground Social Investment
RIASeattle, WA
AUM $161MTEAM 3REPS 1
Forest Road Asset Management LLC
RIALos Angeles, CA
AUM $161MTEAM 15REPS 3
Williams Wealth Management Group, Inc.
RIABradenton, FL
AUM $161MTEAM 1REPS 1
Broadwater Capital Management LLC
RIABoston, MA
AUM $161MTEAM 1REPS 2
Capria Ventures LLC
RIASeattle, WA
AUM $161MTEAM 15REPS 3
Thistle Creek Capital, LLC
RIALehi, UT
AUM $161MTEAM 6REPS 2
Lauer Wealth Management
RIAValparaiso, IN
AUM $161MTEAM 5REPS 3
Eagle Harbor Asset Management, Inc.
RIAAUM $161MTEAM 3REPS 3
Medicus Wealth Planning, Inc.
RIADraper, UT
AUM $161MTEAM 5REPS 4
Other AUM ranges
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