RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Newport Asia LLC
RIASan Francisco, CA
AUM $120MTEAM 9REPS 3
GFN Capital Management
RIARichardson, TX
AUM $120MTEAM 5REPS 5
Glasgow Partners, LLC
RIAAUM $120MTEAM 1REPS 1
K2 Wealth Management LLC
RIAChicago, IL
AUM $120MTEAM 4REPS 3
Seneca Capital Management, LLC
RIADenver, CO
AUM $120MTEAM 1REPS 1
Pinetree Advisors Corp.
RIAMiami, FL
AUM $120MTEAM 2REPS 2
Goldman Wealth Management
RIASan Diego, CA
AUM $120MTEAM 2REPS 1
Optimal Capital Advisors, LLC
RIATraverse City, MI
AUM $120MTEAM 2REPS 2
MTR Financial Services, LLC
RIAKingwood, TX
AUM $120MTEAM 1REPS 1
Brickell Key Asset Management LLC
RIACharleston, SC
AUM $120MTEAM 4REPS 2
Brickell Key Asset Management Limited
RIASt Peter Port
AUM $120MTEAM 6REPS 4
Altman Investment Management LLC
RIAPrinceton, NJ
AUM $120MTEAM 5REPS 1
DCA Family Office, LLC
RIARoseville, CA
AUM $120MTEAM 16REPS 6
Lone Star Investment Advisors, LLC
RIADallas, TX
AUM $120MTEAM 4REPS 2
Fair Asset Management, LLC
RIAAUM $120MTEAM 1REPS 1
Schauer Investment Management, Inc.
RIANorthridge, CA
AUM $120MTEAM 4REPS 3
Solid Point Wealth Advisors, LLC
RIAAUM $120MTEAM 8REPS 7
1650 Wealth Management, LLC
RIALighthouse Point, FL
AUM $120MTEAM 1REPS 1
Copperwood Financial
RIABurr Ridge, IL
AUM $120MTEAM 3REPS 3
Money Management Concepts Inc.
RIAMelbourne, FL
AUM $120MTEAM 2REPS 2
Black Capital Management, LLC
RIAAUM $120MTEAM 3REPS 3
Hicks & Associates Wealth Management, LLC
RIACary, NC
AUM $120MTEAM 4REPS 2
Sentara Capital
RIAMarietta, GA
AUM $120MTEAM 3REPS 3
COX & Cook Wealth Advisors
RIADublin, OH
AUM $120MTEAM 4REPS 2
Other AUM ranges
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