RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Alpha Dog Advisors, Ruff
RIACranston, RI
AUM $154MTEAM 3REPS 3
Graver Capital Management, LLC
RIAColumbus, OH
AUM $154MTEAM 4REPS 2
Alessandra Capital Management, LLC
RIATorrance, CA
AUM $154MTEAM 3REPS 2
R.H. Dinel Investment Counsel,Inc.
RIALos Angeles, CA
AUM $154MTEAM 2REPS 3
Wise Wealth Partners, LLC
RIAPhoenix, AZ
AUM $153MTEAM 2REPS 2
Arta Finance
RIAMountain View, CA
AUM $153MTEAM 68REPS 7
Lexington Capital Management LP
RIALakewood, NJ
AUM $153MTEAM 9REPS 3
Paragon Wealth Management
RIAProvo, UT
AUM $153MTEAM 5REPS 3
Clear Retirement Advice LLC
RIASan Mateo, CA
AUM $153MTEAM 1REPS 1
Steve Lynch Wealth Management
RIAAlbuquerque, NM
AUM $153MTEAM 3REPS 2
Heritage Wealth Management
RIAWoburn, MA
AUM $153MTEAM 2REPS 2
Protocol Wealth, LLC
RIADenver, CO
AUM $153MTEAM 3REPS 3
Aventine Financial Group
RIADoylestown, PA
AUM $153MTEAM 3REPS 3
Applewhite & Buys Financial Advisors
RIADallas, TX
AUM $153MTEAM 2REPS 2
Financial Legacy Management, NC.
RIALittle Rock, AR
AUM $153MTEAM 2REPS 4
Manhattan Wealth Management Group
RIANew York, NY
AUM $153MTEAM 3REPS 3
The Lind Partners, LLC
RIANew York, NY
AUM $153MTEAM 9REPS 4
Stewardship Wealth Management Solutions
RIAHuntington Beach, CA
AUM $153MTEAM 3REPS 2
Schulmerich & Associates Asset Management, LLC
RIAAUM $153MTEAM 2REPS 1
Quantum Capital Investments, Inc.
RIAAUM $153MTEAM 2REPS 2
East Coast Wealth Management, Inc.
RIAFlorham Park, NJ
AUM $153MTEAM 2REPS 3
Financial Solutions Associates
RIADedham, MA
AUM $153MTEAM 1REPS 1
Maven Capital Partners, LLC
RIAAtlanta, GA
AUM $153MTEAM 5REPS 6
Livian & Co
RIANew York, NY
AUM $153MTEAM 5REPS 4
Other AUM ranges
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