RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Capstone Wealth Partners
RIADublin, OH
AUM $115MTEAM 4REPS 3
Metis Wealth Management & Planning LLC
RIABluffton, SC
AUM $115MTEAM 2REPS 2
Futura Asset Advisors LLC
RIACoral Gables, FL
AUM $115MTEAM 1REPS 1
Green Ocean Global Advisors LLC
RIASan Francisco, CA
AUM $115MTEAM 5REPS 5
South Bay Financial Partners
RIATorrance, CA
AUM $115MTEAM 5REPS 3
Northwest Administrators Inc
RIASeattle, WA
AUM $115MTEAM 380REPS 7
The Copia Group
RIAChicago, IL
AUM $115MTEAM 7REPS 2
Hatteras Investment Partners, LP
RIARaleigh, NC
AUM $115MTEAM 9REPS 8
Pope Asset Management, LLC
RIAMemphis, TN
AUM $115MTEAM 3REPS 3
Branzan Investment Advisors, Inc.
RIALittleton, CO
AUM $115MTEAM 6REPS 5
Highbar Partners
RIAMenlo Park, CA
AUM $115MTEAM 2REPS 2
Ajax Capital LLC
RIAAUM $115MTEAM 1REPS 1
Alpine Hill Advisors LLC
RIAWestport, CT
AUM $115MTEAM 4REPS 1
OAR Financial
RIABryn Mawr, PA
AUM $115MTEAM 10REPS 2
Regal Bay Investment Group, LLC
RIAMilwaukee, WI
AUM $115MTEAM 1REPS 2
1102 Partners, LLC
RIAAUM $114MTEAM 2REPS 1
Engleson & Associates
RIARochester, NY
AUM $114MTEAM 4REPS 1
Endeavor Advisors LLC
RIAPhoenix, AZ
AUM $114MTEAM 4REPS 5
Benedetti Financial, Inc.
RIASanta Maria, CA
AUM $114MTEAM 2REPS 2
Abri LLC
RIALexington, KY
AUM $114MTEAM 8REPS 7
Queen City Capital Management, LLC
RIACincinnati, OH
AUM $114MTEAM 2REPS 6
Potomac Asset Management Co Inc
RIAFrederick, MD
AUM $114MTEAM 6REPS 0
Deeter Advisory Group, LLC
RIATerrace Park, OH
AUM $114MTEAM 1REPS 1
Sera Capital Management, LLC
RIAAnnapolis, MD
AUM $114MTEAM 5REPS 5
Other AUM ranges
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