RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
AK Global Asset Management, LLC
RIAOakland, CA
AUM $118MTEAM 2REPS 3
Hunt Investment Management, LLC
RIANew York, NY
AUM $118MTEAM 22REPS 8
Fournorth Capital LLC
RIAWest Conshohocken, PA
AUM $118MTEAM 3REPS 2
Wealth Engineers, LLC
RIADenver, CO
AUM $118MTEAM 2REPS 2
Kinnamon & Associates Ltd II
RIABarrington, IL
AUM $118MTEAM 7REPS 3
Curat Global LLC
RIAAUM $118MTEAM 1REPS 2
Willamette Financial Advisors, LLC
RIAPortland, OR
AUM $117MTEAM 3REPS 2
Ciro Capital LLC
RIAJersey City, NJ
AUM $117MTEAM 2REPS 3
Albert Bridge Capital
RIAAUM $117MTEAM 2REPS 1
Fairway Asset Management, LLC
RIAOmaha, NE
AUM $117MTEAM 4REPS 2
Trail Financial Planning LLC
RIABellingham, WA
AUM $117MTEAM 4REPS 3
L.J. Brey, Inc.
RIAAUM $117MTEAM 1REPS 2
Integra Wealth Advisors, LLC
RIAHouston, TX
AUM $117MTEAM 3REPS 2
Covalent Partners LLC
RIAConcord, MA
AUM $117MTEAM 4REPS 4
Mckinley Financial
RIABrookville, PA
AUM $117MTEAM 4REPS 4
Castle Island Wealth
RIAPalm Beach Gardens, FL
AUM $117MTEAM 5REPS 5
Caerus Investment Advisors, LLC
RIAAUM $117MTEAM 5REPS 6
Dunham Lane Capital Partners LLC
RIAGreenwich, CT
AUM $117MTEAM 2REPS 2
PMB Advisors
RIALarkspur, CA
AUM $117MTEAM 1REPS 1
Legacy Road Family Offices
RIAAUM $117MTEAM 1REPS 1
Moffatt Financial Strategies
RIAFort Worth, TX
AUM $117MTEAM 6REPS 3
Simple Portfolio Management, Inc.
RIAAUM $117MTEAM 1REPS 1
Greystone Financial & Estate Services, Inc.
RIAKirkland, WA
AUM $117MTEAM 1REPS 2
Sulzberger Capital Advisors, Inc.
RIAMiami, FL
AUM $117MTEAM 2REPS 2
Other AUM ranges
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