RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hayes Asset Management, LLC
RIARochester, NY
AUM $117MTEAM 4REPS 1
Kompass Kapital Advisors, LLC
RIAOverland Park, KS
AUM $117MTEAM 2REPS 7
Dynamic Trading Management, LLC
RIAWhite Plains, NY
AUM $117MTEAM 3REPS 1
Maine Advisory Associates
RIAFalmouth, ME
AUM $117MTEAM 3REPS 4
Integra Wealth
RIAChattanooga, TN
AUM $116MTEAM 2REPS 1
Eagle Capital Advisors, LLC
RIAMiddlebury, CT
AUM $116MTEAM 2REPS 2
Luna Capital Management, LLC
RIABurlingame, CA
AUM $116MTEAM 3REPS 4
Heckman Financial & Insurance Services, Inc.
RIASan Jose, CA
AUM $116MTEAM 5REPS 5
Sturman Wealth Advisors
RIACharlottesville, VA
AUM $116MTEAM 2REPS 2
Asset Strategy Retirement Plan Consultants, LLC
RIACamp Hill, PA
AUM $116MTEAM 5REPS 5
Aton Advisors, LLC
RIAAUM $116MTEAM 2REPS 1
Paradigm Wealth Management
RIALincoln, NE
AUM $116MTEAM 8REPS 2
Ebert Capital Management Inc.
RIAEureka, CA
AUM $116MTEAM 3REPS 1
Greenskeeper Asset Management Inc.
RIAOakville, Ontario
AUM $116MTEAM 4REPS 4
First Light Wealth Advisors, LLC
RIALittle Falls, NJ
AUM $116MTEAM 4REPS 2
Intellicapital Advisors LLC
RIAPonte Vedra, FL
AUM $116MTEAM 3REPS 2
Jaffe Asset Management LLC
RIABeverly Hills, CA
AUM $116MTEAM 2REPS 2
Columbia Benefits, LLC
RIADenver, CO
AUM $116MTEAM 1REPS 1
Colburn Wealth Management, LLC
RIAGrove City, OH
AUM $116MTEAM 4REPS 4
Solyco Wealth LLC
RIABirmingham, MI
AUM $116MTEAM 4REPS 8
Salvini Financial Planning
RIAAUM $116MTEAM 2REPS 1
Santa Fe Advisors LLC
RIASanta Fe, NM
AUM $116MTEAM 5REPS 2
Orchard City Wealth Management, LLC
RIALos Gatos, CA
AUM $116MTEAM 3REPS 1
Motilal Oswal Capital Limited
RIAPrabhadevi Mumbai
AUM $116MTEAM 7REPS 7
Other AUM ranges
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