RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
River1 Asset Management LLC
RIAMilwaukee, WI
AUM $108MTEAM 5REPS 4
Camelot Event-Driven Advisors, LLC
RIAMaumee, OH
AUM $108MTEAM 2REPS 4
Alternative Capitalis, LLC
RIAWrentham, MA
AUM $108MTEAM 3REPS 2
Adaptfirst Investments LLC
RIAAUM $108MTEAM 12REPS 11
Whealthy Empowerment Network
RIAAUM $108MTEAM 3REPS 2
Mark Smith Financial Services, Inc.
RIANewbury Park, CA
AUM $108MTEAM 3REPS 1
LPG Capital Management
RIASouth Jordan, UT
AUM $108MTEAM 5REPS 5
NYE Wealth Management LLC
RIAHudson, OH
AUM $108MTEAM 5REPS 1
S.P. Parkin & Co
RIAChesterfield, MO
AUM $108MTEAM 1REPS 1
Milborn Advisors, Ltd
RIAMilwaukee, WI
AUM $108MTEAM 2REPS 2
Forthright Capital
RIALas Vegas, NV
AUM $108MTEAM 22REPS 21
Portus Capital Management, LLC
RIABrentwood, TN
AUM $108MTEAM 3REPS 3
Black Swan Management Group, Inc.
RIADallas, TX
AUM $108MTEAM 1REPS 1
Carrington Advisors, LLC
RIADallas, TX
AUM $108MTEAM 7REPS 4
Legacy Partners Financial Group, LLC
RIAWoodstock, GA
AUM $108MTEAM 10REPS 8
Forecast Capital Management
RIAAUM $108MTEAM 3REPS 3
Northfork Advisors
RIABozeman, MT
AUM $108MTEAM 2REPS 2
NCU Investment Solutions
RIASmithfield, RI
AUM $108MTEAM 8REPS 11
Overland Park Wealth Management LLC
RIAOverland Park, KS
AUM $108MTEAM 1REPS 2
Soulence Wealth Management
RIAPleasant Grove, UT
AUM $108MTEAM 5REPS 11
Domask Wealth Management, LLC
RIAPhoenix, AZ
AUM $108MTEAM 1REPS 1
Sherpa Capital Management
RIAAUM $107MTEAM 3REPS 3
Idle Hill Advisors LLC
RIAGreenville, SC
AUM $107MTEAM 7REPS 2
Kipos Wealth
RIADenton, TX
AUM $107MTEAM 2REPS 2
Other AUM ranges
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