RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cordoba Capital Partners, LLC
RIANew York, NY
AUM $153MTEAM 11REPS 2
Virtus Financial Partners
RIAAUM $153MTEAM 6REPS 3
Markin Asset Management, LP
RIAAUM $153MTEAM 3REPS 2
Troutman Wealth
RIAMalvern, PA
AUM $153MTEAM 2REPS 1
Infinium Investment Advisors, LLC
RIADenver, CO
AUM $152MTEAM 2REPS 2
Werner Financial
RIAIndianapolis, IN
AUM $152MTEAM 5REPS 2
Stoneridge Investment Partners
RIARadnor, PA
AUM $152MTEAM 10REPS 8
West Elk Capital, LLC
RIAAtlanta, GA
AUM $152MTEAM 2REPS 2
Heritage Wealth Management Group, Ltd
RIANorfolk, VA
AUM $152MTEAM 5REPS 3
Northlanding Financial Partners, LLC
RIARochester, NY
AUM $152MTEAM 2REPS 2
Wellspring Advisors, Inc.
RIAHillsboro, OR
AUM $152MTEAM 5REPS 2
Tricon
RIAToronto
AUM $152MTEAM 141REPS 5
Dimensions Wealth Management, LLC
RIARoseville, CA
AUM $152MTEAM 2REPS 2
Roan Capital Partners
RIAJohnson City, TN
AUM $152MTEAM 5REPS 4
Van Der Noord Financial Advisors, Inc.
RIAGreer, SC
AUM $152MTEAM 4REPS 2
Terra Wealth
RIAHigh Point, NC
AUM $152MTEAM 13REPS 8
Chrome Advisors
RIASan Francisco, CA
AUM $152MTEAM 2REPS 2
Infinity Wealth Counsel, LLC
RIALoveland, OH
AUM $152MTEAM 4REPS 2
Portfolio Management, LLC
RIAAustin, TX
AUM $152MTEAM 3REPS 2
The Renn Wealth Management Group, Inc.
RIAAtlanta, GA
AUM $152MTEAM 4REPS 2
Apple Tree Asset Management, LLC
RIAFort Wayne, IN
AUM $152MTEAM 7REPS 6
Redwood Coast Financial Partners
RIAEureka, CA
AUM $152MTEAM 4REPS 2
Providence Wealth Management LLC
RIAKnoxville, TN
AUM $152MTEAM 8REPS 3
Delta Wealth Advisors LLC
RIAAUM $152MTEAM 5REPS 3
Other AUM ranges
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