RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Heritage Asset Management, LLC
RIABelton, MO
AUM $155MTEAM 2REPS 2
Arthedge Capital Management, LLC
RIAAUM $155MTEAM 2REPS 2
Decision Investments, Inc.
RIASan Diego, CA
AUM $155MTEAM 3REPS 3
Broadview Wealth Management, LLC
RIAAUM $155MTEAM 1REPS 1
Vega Capital Group LLC
RIAAUM $155MTEAM 2REPS 2
Creek Drive Management Group LLC
RIAAUM $155MTEAM 4REPS 4
Vitral Advisors LLC
RIAAUM $155MTEAM 5REPS 4
RBG Wealth Advisors LLC
RIAMemphis, TN
AUM $155MTEAM 4REPS 4
Lake Avenue Financial LLC
RIAPasadena, CA
AUM $155MTEAM 5REPS 6
Butler Financial Services
RIADenver, CO
AUM $155MTEAM 4REPS 2
Capital Achievements, LLC
RIAAUM $155MTEAM 1REPS 1
Elevage Partners, LLC
RIAReno, NV
AUM $155MTEAM 8REPS 5
Lynx Capital, LLC
RIAAtlanta, GA
AUM $155MTEAM 6REPS 3
Darby Overseas Partners, L.P.
RIAWashington, DC
AUM $154MTEAM 2REPS 2
Union Square Park Capital Management, LLC
RIANew York, NY
AUM $154MTEAM 2REPS 2
Tectonic Capital Advisors, LLC
RIAHouston, TX
AUM $154MTEAM 3REPS 4
Diversified Planning Strategies Advisors LLC
RIARoseland, NJ
AUM $154MTEAM 6REPS 4
Jjsa Advisors, Ltd.
RIAVirginia Beach, VA
AUM $154MTEAM 2REPS 2
Long Short Advisors, LLC
RIAPalm Beach Gardens, FL
AUM $154MTEAM 4REPS 2
Quish
RIABoulder, CO
AUM $154MTEAM 1REPS 1
Newbury Capital Management, LLC
RIASouth Pasadena, CA
AUM $154MTEAM 5REPS 5
Winchester Asset Management, LLC
RIAChicago, IL
AUM $154MTEAM 2REPS 3
Tier One Wealth Management
RIALone Tree, CO
AUM $154MTEAM 4REPS 3
Bluebird Wealth Management LLC
RIAMedfield, MA
AUM $154MTEAM 3REPS 3
Other AUM ranges
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