RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Ridgegate Advisors, LLC
RIAEnglewood, CO
AUM $119MTEAM 11REPS 7
TCN Private Wealth Management LLC
RIAAUM $119MTEAM 1REPS 1
Intellicapital Advisors LLC
RIAPonte Vedra, FL
AUM $119MTEAM 3REPS 2
Savvy Labs Inc
RIANew York, NY
AUM $119MTEAM 14REPS 3
Riley S. Crosbie Advisory, LLC
RIALogan, UT
AUM $119MTEAM 3REPS 3
LD Lowe Wealth Advisory
RIARichardson, TX
AUM $119MTEAM 8REPS 2
Charmarline Wealth Management
RIALynchburg, VA
AUM $119MTEAM 1REPS 1
Capital Allocation Management, Inc
RIATotowa, NJ
AUM $119MTEAM 1REPS 1
Bruckmann, Rosser, Sherrill & Co, Management, L.P.
RIANew York, NY
AUM $119MTEAM 7REPS 2
Northfort Financial, LLC
RIAAUM $119MTEAM 4REPS 3
Shea Financial Advisors
RIAAUM $119MTEAM 2REPS 2
Vantage Financial Group
RIAAuburn, CA
AUM $119MTEAM 4REPS 4
Cardinal Advisers LLC
RIAAUM $119MTEAM 1REPS 1
HMS Financial Services, LLC
RIAColumbia, SC
AUM $119MTEAM 1REPS 1
Intelligent Investing
RIAAUM $119MTEAM 1REPS 1
Noble Wealth Partners
RIADenver, CO
AUM $118MTEAM 3REPS 3
Sandhill Wealth Management, Inc.
RIAWinter Park, FL
AUM $118MTEAM 2REPS 2
Jasper Capital Hong Kong Limited
RIAHong Kong Hong Kong
AUM $118MTEAM 6REPS 5
Terrafirma Wealth Partners
RIAWalnut Creek, CA
AUM $118MTEAM 3REPS 2
Smith & Co Advisory LLC
RIASpring Hill, TN
AUM $118MTEAM 2REPS 1
MCM Advisers, LP
RIAOrinda, CA
AUM $118MTEAM 2REPS 8
Financial Discovery
RIAAtlanta, GA
AUM $118MTEAM 3REPS 3
JR Mesenburg And Associates, LLC
RIAColumbus, OH
AUM $118MTEAM 1REPS 1
Tone Capital, LLC
RIARichmond, VA
AUM $118MTEAM 4REPS 4
Other AUM ranges
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