RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 5
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
Lynch Investment Planning, LLC
RIANewtown Square, PA
AUM $143MTEAM 3REPS 3
Four Lion Capital, LP
RIANew York, NY
AUM $143MTEAM 1REPS 3
Martinsen Wealth Management
RIATempe, AZ
AUM $143MTEAM 19REPS 7
Cypress Capital
RIATallahassee, FL
AUM $143MTEAM 6REPS 4
Granite State Retirement Planning, Inc.
RIABedford, NH
AUM $143MTEAM 1REPS 1
Forest Capital
RIACharlotte, NC
AUM $143MTEAM 4REPS 3
Rivertree Wealth
RIALittle Rock, AR
AUM $143MTEAM 6REPS 4
Private Client Group Asset Management
RIAGladstone, NJ
AUM $143MTEAM 5REPS 5
S. R. Schill & Associates, Inc.
RIAMercer Island, WA
AUM $143MTEAM 6REPS 5
Verus Wealth Management
RIADe Pere, WI
AUM $143MTEAM 1REPS 1
Blank Equity Management LLC
RIAPort Washington, NY
AUM $143MTEAM 2REPS 3
Gerstemeier Financial Group,LLC
RIAAUM $143MTEAM 2REPS 2
Byrne & Company Wealth Management, LLC
RIAOlympia, WA
AUM $143MTEAM 2REPS 1
Other AUM ranges
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