RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
First City Capital Management Inc
RIASavannah, GA
AUM $424MTEAM 6REPS 5
Castle Coast Wealth, LLC
RIALa Jolla, CA
AUM $424MTEAM 6REPS 6
Geneva Partners, LLC
RIALake Geneva, WI
AUM $424MTEAM 9REPS 9
Sindia Capital Advisers, LLC
RIASomers Point, NJ
AUM $423MTEAM 1REPS 1
Heritage Family Offices, LLP
RIAScottsdale, AZ
AUM $423MTEAM 13REPS 5
Sagevest Wealth Management
RIAMclean, VA
AUM $423MTEAM 6REPS 5
Zarvona Energy LLC
RIAHouston, TX
AUM $423MTEAM 102REPS 3
Valiant Wealth, LLC
RIAWest Des Moines, IA
AUM $423MTEAM 12REPS 3
Blakeslee & Blakeslee Financial Advisers Inc.
RIASan Luis Obispo, CA
AUM $423MTEAM 8REPS 8
Capital Wealth Investments
RIAScranton, PA
AUM $423MTEAM 3REPS 2
Mccarthy Asset Management, Inc.
RIARedwood City, CA
AUM $422MTEAM 4REPS 2
Marek Capital Management LP
RIANew York, NY
AUM $422MTEAM 9REPS 4
Forza Wealth Management
RIASarasota, FL
AUM $422MTEAM 4REPS 4
Congress Park Capital LLC
RIASaratoga Springs, NY
AUM $422MTEAM 4REPS 3
Adirondack Capital Advisors, LLC
RIASyracuse, NY
AUM $422MTEAM 7REPS 4
Once Capital Management, LLC
RIANew York, NY
AUM $422MTEAM 7REPS 4
The Estate Planners Group
RIAYardley, PA
AUM $422MTEAM 5REPS 7
Trufp
RIACumming, GA
AUM $422MTEAM 8REPS 5
Primetrust Advisors LLC
RIAGreenville, SC
AUM $422MTEAM 3REPS 2
Fischer Investment Group, Inc.
RIAPittsford, NY
AUM $421MTEAM 4REPS 2
Adaptive Investments
RIAAlpharetta, GA
AUM $421MTEAM 7REPS 4
JGB Capital Management L.P.
RIAWestport, CT
AUM $421MTEAM 10REPS 3
Giverny Capital Advisors
RIAPrinceton, NJ
AUM $421MTEAM 2REPS 4
Odyssey Group Wealth Advisors
RIALancaster, PA
AUM $421MTEAM 6REPS 4
Other AUM ranges
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