RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Belhealth Investment Partners, LLC
RIAFort Lauderdale, FL
AUM $157MTEAM 5REPS 3
Lotusgroup Capital
RIADenver, CO
AUM $157MTEAM 8REPS 2
Sima Wealth Partners, LLC
RIARichmond, VA
AUM $157MTEAM 6REPS 5
Sallyport
RIAHouston, TX
AUM $157MTEAM 6REPS 4
Breakwater Capital
RIAKalamazoo, MI
AUM $157MTEAM 2REPS 2
Englebert Financial Advisers, LLC
RIAAllentown, PA
AUM $157MTEAM 3REPS 3
DWV Advisors, LLC
RIAEssex Junction, VT
AUM $157MTEAM 1REPS 1
Dale Q. Rice Investment Management
RIAAUM $157MTEAM 4REPS 1
Profocus Incorporated
RIAPhoenix, AZ
AUM $157MTEAM 7REPS 2
Maimon Wealth Management Ltd.
RIARaanana
AUM $157MTEAM 5REPS 1
Settian Capital LP
RIASt. Augustine, FL
AUM $157MTEAM 3REPS 1
Star Wealth Management Corporation
RIABingham Farms, MI
AUM $156MTEAM 3REPS 1
Covey Capital Advisors, LLC
RIAAtlanta, GA
AUM $156MTEAM 1REPS 1
Eltura Capital Management, LLC
RIANew York, NY
AUM $156MTEAM 6REPS 3
401k Generation
RIAAltamonte Spirngs, FL
AUM $156MTEAM 35REPS 7
Sportsology Capital Partners
RIANew York, NY
AUM $156MTEAM 6REPS 2
JK Private Wealth, LLC
RIAGlastonbury, CT
AUM $156MTEAM 2REPS 1
Spyglass Investment Management
RIATerre Haute, IN
AUM $156MTEAM 3REPS 3
JTS Fund Advisors, LLC
RIAWaco, TX
AUM $156MTEAM 11REPS 2
Pinnacle Asset Management Group, Corporation (Inc.)
RIAShreveport, LA
AUM $156MTEAM 2REPS 2
Oregon Pacific Wealth Management
RIAMedford, OR
AUM $156MTEAM 5REPS 5
Trellus Management Company, LLC
RIADelray Beach, FL
AUM $156MTEAM 5REPS 2
Quantitative Financial Strategies
RIAAUM $156MTEAM 3REPS 1
My Wealth Management, Inc
RIAGermantown, MD
AUM $156MTEAM 2REPS 3
Other AUM ranges
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