RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Fortis Portfolio Solutions, LLC
RIAChicago, IL
AUM $140MTEAM 2REPS 2
Davenport Capital Management, LLC
RIAMill Valley, CA
AUM $140MTEAM 1REPS 1
Claremont Financial Group,Inc.
RIAClaremont, CA
AUM $140MTEAM 4REPS 2
Credentialed Wealth Advisors, LLC
RIAJohnstown, CO
AUM $140MTEAM 4REPS 3
Jemma Financial Services
RIABaltimore, MD
AUM $140MTEAM 5REPS 7
Fairview Constitution Management IV LLC
RIAWest Hartford, CT
AUM $140MTEAM 26REPS 9
Tonka Capital Partners, LLC
RIAMinnetonka, MN
AUM $140MTEAM 3REPS 3
Bluestar Wealth Management
RIALake Mary, FL
AUM $140MTEAM 2REPS 2
Legacy Pcg, LLC
RIANewport Beach, CA
AUM $140MTEAM 2REPS 2
Omega Capital Management, LLC
RIAFlanders, NJ
AUM $140MTEAM 2REPS 2
Kadita Partners Pte. Ltd.
RIASingapore
AUM $140MTEAM 6REPS 2
Imperity Wealth Alliance LLC
RIAMelville, NY
AUM $140MTEAM 14REPS 10
Ross Wealth Advisors, LLC
RIAColumbus, OH
AUM $140MTEAM 4REPS 2
Monetary Solutions, Ltd.
RIAMoraine, OH
AUM $140MTEAM 2REPS 5
Coombs Wealth Advisory, LLC
RIABlue Bell, PA
AUM $140MTEAM 2REPS 2
Haverstock Capital LLP
RIALondon
AUM $140MTEAM 5REPS 4
Boyd Financial Strategies, Inc.
RIAAuburn, MA
AUM $140MTEAM 3REPS 4
Sikorski Wealth Management, LLC
RIASan Diego, CA
AUM $140MTEAM 3REPS 3
Clarity Retirement & Wealth, LLC
RIANew Bedford, MA
AUM $140MTEAM 2REPS 2
Alteris Capital Partners, LLC
RIAHouston, TX
AUM $140MTEAM 3REPS 3
Teza Capital Management LLC
RIAAustin, TX
AUM $140MTEAM 90REPS 3
Telos Partners LLC
RIAAvon, CT
AUM $139MTEAM 4REPS 4
Gross Domestic Product, Inc
RIAAUM $139MTEAM 2REPS 2
Braeside Investments, LLC
RIADallas, TX
AUM $139MTEAM 3REPS 3
Other AUM ranges
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