RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
ST. John & Associates, Inc.
RIARoswell, GA
AUM $128MTEAM 6REPS 3
IG Better Future Management, LLC
RIAMenlo Park, CA
AUM $128MTEAM 8REPS 1
RM Adviser, LLC
RIAOrlando, FL
AUM $128MTEAM 4REPS 4
Octant Quantitative Investment Management LLC
RIASalt Lake City , UT
AUM $128MTEAM 3REPS 3
Pacifica Partners Capital Management Inc.
RIASurrey
AUM $128MTEAM 10REPS 6
Bright Advisors
RIAGreenwood Village, CO
AUM $128MTEAM 2REPS 5
Networth Financial Services, LLC
RIAJohns Creek, GA
AUM $128MTEAM 5REPS 2
IDX Advisors
RIAScottsdale, AZ
AUM $128MTEAM 6REPS 4
Peterson Investment Management Inc
RIAAUM $128MTEAM 2REPS 2
Ydream Financial Services, Inc.
RIAAUM $128MTEAM 1REPS 1
Guardian Capital, LLC
RIAWexford, PA
AUM $128MTEAM 4REPS 5
Stewards Advisory Services
RIAAUM $128MTEAM 2REPS 3
Harbor Hills Financial Advisors
RIAMontecito, CA
AUM $128MTEAM 3REPS 3
Second Half Financial Partners, LLC
RIASebring, FL
AUM $128MTEAM 5REPS 4
Next Generation Investing, LLC
RIATopeka, KS
AUM $128MTEAM 3REPS 3
Opus Private Wealth Group, LLC
RIAOrange, CA
AUM $128MTEAM 3REPS 3
Breakwater Financial, LLC
RIANeedham, MA
AUM $128MTEAM 1REPS 1
Cove View Investment Partners, LLC
RIAOld Greenwich, CT
AUM $128MTEAM 3REPS 3
Wiser Advisor Group
RIAAUM $128MTEAM 3REPS 3
Chartered Advisory Group
RIAChadds Ford, PA
AUM $128MTEAM 6REPS 4
Split Creek LLC Dba Split Creek Capital LLC
RIAAUM $128MTEAM 1REPS 1
GPS Investments
RIAScottsdale, AZ
AUM $128MTEAM 3REPS 2
Willow
RIARogers, AR
AUM $128MTEAM 5REPS 4
Solidarity Capital Management, LLC
RIALehi, UT
AUM $128MTEAM 4REPS 4
Other AUM ranges
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