RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Oak Street Investments
RIAGreenwood Village, CO
AUM $125MTEAM 1REPS 1
Lone Peak Advisers
RIADraper, UT
AUM $125MTEAM 8REPS 9
Berkeley Advisors, Inc.
RIAAtlanta, GA
AUM $125MTEAM 2REPS 2
Demers Financial Planning
RIAColumbus, OH
AUM $125MTEAM 2REPS 1
Downtown Investment Advisory
RIAWhite Plains, NY
AUM $125MTEAM 1REPS 1
The Gardner Group
RIADallas, TX
AUM $125MTEAM 1REPS 1
WMS Group LLC
RIAAUM $125MTEAM 2REPS 2
ATA Management Strategies Inc
RIAWhitehall, PA
AUM $125MTEAM 2REPS 2
Bastion Fiduciary
RIAAUM $125MTEAM 7REPS 6
Konza Global Wealth Group
RIAOverland Park, KS
AUM $125MTEAM 2REPS 2
Seedsafe Financial LLC
RIAAUM $125MTEAM 7REPS 4
Blue Curve Advisory, LLC
RIATowson, MD
AUM $125MTEAM 8REPS 2
Southpaw Asset Management, LP
RIAAUM $125MTEAM 2REPS 2
Cantlon Financial Planning LLC
RIAAUM $125MTEAM 3REPS 3
44 North Capital, LLC
RIABurlington, VT
AUM $125MTEAM 3REPS 3
MAR Wealth Management Services, LLC
RIAWest Palm Beach, FL
AUM $125MTEAM 3REPS 3
Centrus Financial Strategies
RIAOrlando, FL
AUM $125MTEAM 9REPS 3
Abbondandolo Wealth Management Corp
RIAGlen Cove, NY
AUM $125MTEAM 1REPS 3
East Beach Asset Management, LLC
RIALos Angeles, CA
AUM $125MTEAM 3REPS 2
Truly Unbiased LLC
RIAAUM $125MTEAM 1REPS 1
Foxglove Financial
RIAAUM $125MTEAM 1REPS 1
Paradoxiom Capital
RIAStamford, CT
AUM $125MTEAM 3REPS 1
Doxara Capital LP
RIAJacksonville, FL
AUM $125MTEAM 3REPS 2
IIC
RIABloomfield Hills, MI
AUM $125MTEAM 13REPS 5
Other AUM ranges
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