RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
PMG Family Office, LLC
RIAPlano, TX
AUM $144MTEAM 2REPS 2
Centerview Wealth Advisors, LLC
RIAAspinwall, PA
AUM $144MTEAM 5REPS 5
Haven Capital Group
RIAWestlake Village, CA
AUM $144MTEAM 1REPS 1
Rushmont Capital Management
RIANew York, NY
AUM $144MTEAM 6REPS 3
Kestrel Wealth Management, LLC
RIASouth Bend, IN
AUM $144MTEAM 2REPS 2
Villanova Investment Management Company, LLC
RIAWayne, PA
AUM $144MTEAM 4REPS 5
BGV Financial Advisors
RIAMiami, FL
AUM $144MTEAM 2REPS 2
Davidov Financial Coaching, LLC
RIANew Hyde Park, NY
AUM $144MTEAM 3REPS 2
Core Wealth Advisors
RIAIndianapolis, IN
AUM $144MTEAM 3REPS 3
Aqua Capital Advisors
RIALos Angeles, CA
AUM $144MTEAM 4REPS 4
Chastain Wealth Management
RIAAUM $144MTEAM 2REPS 2
Ortelius Capital Partners
RIANew York, NY
AUM $144MTEAM 1REPS 2
Arista Advisory Group, LLC
RIAAlbany, NY
AUM $144MTEAM 3REPS 3
Procore Advisors, LLC
RIANewport Beach, CA
AUM $144MTEAM 3REPS 3
Old Bridge Wealth, Inc
RIASyosset, NY
AUM $144MTEAM 5REPS 4
FOG City Advisors, LLC
RIAAlbany, CA
AUM $144MTEAM 5REPS 2
Star Capital Inc.
RIAEdina, MN
AUM $144MTEAM 6REPS 6
Todo Capital, LLC
RIAAUM $144MTEAM 2REPS 2
MLG Fund Manager LLC
RIABrookfield, WI
AUM $144MTEAM 95REPS 8
Servant Financial, Ltd.
RIAAUM $144MTEAM 4REPS 2
White Oak Financial Management, Inc
RIAAsheville, NC
AUM $143MTEAM 3REPS 4
Mayfield Advisors, Inc.
RIAPalo Alto, CA
AUM $143MTEAM 4REPS 4
GSV Asset Management, LLC
RIADallas, TX
AUM $143MTEAM 3REPS 3
Etna Capital
RIAHong Kong
AUM $143MTEAM 8REPS 4
Other AUM ranges
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