RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Finhabits Advisors, LLC
RIANew York, NY
AUM $116MTEAM 11REPS 2
Capital Wealth, LLC
RIALehi, UT
AUM $116MTEAM 7REPS 3
BAY Pointe Financial
RIANew Baltimore, MI
AUM $116MTEAM 3REPS 2
Paragon Asset Management Inc.
RIAOrinda, CA
AUM $116MTEAM 2REPS 2
The Ujano Advisory Group LLC
RIAAUM $116MTEAM 1REPS 1
Portfolio Advisory Group, Inc.
RIAAlexandria, VA
AUM $116MTEAM 2REPS 2
Manrke Wealth
RIAToronto Ontario
AUM $116MTEAM 3REPS 2
Mccormack Financial Planning Inc.
RIAAtlanta, GA
AUM $116MTEAM 3REPS 3
Cambria Wealth Management
RIASarasota, FL
AUM $116MTEAM 2REPS 2
Zama Capital Advisors LP
RIANew York, NY
AUM $116MTEAM 1REPS 1
Alpine Wealth Advisors, LLC
RIADenver, CO
AUM $116MTEAM 1REPS 1
Third Gear Capital Management LP
RIAHouston, TX
AUM $116MTEAM 3REPS 4
Investlinc Wealth Services
RIABrea, CA
AUM $116MTEAM 3REPS 2
Risk Paradigm Group, LLC
RIABurlington, MA
AUM $116MTEAM 7REPS 5
Professional Financial Management, Inc.
RIAAppleton, WI
AUM $116MTEAM 5REPS 3
New Vernon Investment Management LLC
RIAHighland Park, IL
AUM $116MTEAM 8REPS 3
Palante Wealth Advisors, LLC
RIAPennington, NJ
AUM $116MTEAM 5REPS 3
KB Financial Advisors LLC
RIASan Francisco, CA
AUM $115MTEAM 4REPS 3
Beyond Your Hammock LLC
RIABoston, MA
AUM $115MTEAM 3REPS 1
Zenith Advisory Group, LLC
RIAThe Villages, FL
AUM $115MTEAM 4REPS 4
1818 Private Client Group, LLC
RIAAventura, FL
AUM $115MTEAM 3REPS 2
Wealth Compass Financial, Inc.
RIACarlsbad, CA
AUM $115MTEAM 2REPS 2
Ridgeline Productions LLC
RIANew York, NY
AUM $115MTEAM 4REPS 3
Kutz And Company Inc.
RIAGreat Neck, NY
AUM $115MTEAM 2REPS 2
Other AUM ranges
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