RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Foreword Capital, LP
RIASan Francisco, CA
AUM $431MTEAM 9REPS 3
NBZ Investment Advisors, LLC
RIAKnoxville, TN
AUM $431MTEAM 7REPS 8
ETF Portfolio Partners, Inc.
RIALeawood, KS
AUM $431MTEAM 8REPS 5
Prospect Financial Services LLC
RIAMelville, NY
AUM $431MTEAM 12REPS 11
MWM Group LLC
RIACedarhurst, NY
AUM $431MTEAM 4REPS 3
Republic Capital
RIANew York, NY
AUM $431MTEAM 6REPS 2
Causey Public Finance
RIAAUM $431MTEAM 16REPS 5
Cutler Capital Management
RIAWorcester, MA
AUM $431MTEAM 9REPS 3
Steadmont Advisors, LLC
RIABirmingham, AL
AUM $431MTEAM 5REPS 4
Arrowroot Family Office, LLC
RIAMarina Del Rey, CA
AUM $431MTEAM 18REPS 14
White Pine Capital LLC
RIABloomington, MN
AUM $431MTEAM 7REPS 4
Swmg, LLC
RIAFort Worth, TX
AUM $430MTEAM 19REPS 7
Castle Wealth Management
RIABoynton Beach, FL
AUM $430MTEAM 3REPS 4
Diker Management LLC
RIANew York, NY
AUM $430MTEAM 7REPS 4
Socha Financial Group, LLC
RIACorning, NY
AUM $430MTEAM 6REPS 3
Power Wealth Management
RIAAlpharetta, GA
AUM $430MTEAM 10REPS 7
Integrated Capital Management
RIABloomfield Hills, MI
AUM $430MTEAM 5REPS 3
Compass Financial Group, Inc.
RIADeerfield Beach, FL
AUM $430MTEAM 6REPS 4
Navigate Wealth Management, LLC
RIABirmingham, AL
AUM $430MTEAM 8REPS 7
Shayne & Jacobs, LLC
RIANashville, TN
AUM $429MTEAM 5REPS 2
Qbox Fiduciary Solutions, LLC
RIAFort Wayne, IN
AUM $429MTEAM 2REPS 2
Radian Investment Management LLC
RIANew York, NY
AUM $429MTEAM 7REPS 5
Square Wave Capital
RIABrooklynn, NY
AUM $429MTEAM 4REPS 2
Agis Management LLC
RIAClearwater, FL
AUM $429MTEAM 16REPS 4
Other AUM ranges
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