RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Graham, Bordelon, Golson & Gilbert, Inc.
RIAMonroe, LA
AUM $421MTEAM 4REPS 4
Rubicon Advisors
RIARedding, CA
AUM $421MTEAM 20REPS 11
Metavasi Capital LP
RIALarchmont, NY
AUM $421MTEAM 9REPS 2
Gencap Portfolio Management
RIATiburon, CA
AUM $420MTEAM 8REPS 7
Acima Private Wealth LLC
RIARichmond, VA
AUM $420MTEAM 7REPS 6
Genesee Capital Advisors, LLC
RIAAuburn, NY
AUM $420MTEAM 4REPS 3
Exeter Financial, LLC
RIAScottsdale, AZ
AUM $420MTEAM 6REPS 5
Point Bridge Capital, LLC
RIAFort Worth, TX
AUM $420MTEAM 2REPS 1
Hollander Asset Management LLC
RIAMiami, FL
AUM $420MTEAM 2REPS 2
Potrero Capital Research, LLC
RIASan Francisco, CA
AUM $420MTEAM 4REPS 2
Directed Capital Advisors
RIASt Petersburg, FL
AUM $420MTEAM 35REPS 5
R.W. Roge & Company, Inc
RIABohemia, NY
AUM $419MTEAM 9REPS 5
Emblem Group, L.P.
RIABoston, MA
AUM $419MTEAM 16REPS 2
Harlow Wealth Management, Inc.
RIAVancouver, WA
AUM $419MTEAM 16REPS 8
Moontower Asset Management LP
RIAAustin, TX
AUM $419MTEAM 16REPS 5
Ridgewood Investments
RIASpringfield, NJ
AUM $419MTEAM 7REPS 5
Seabird Investment Partners
RIASan Diego, CA
AUM $419MTEAM 6REPS 5
WT Wealth Management, LLC
RIAScottsdale, AZ
AUM $419MTEAM 16REPS 14
Other AUM ranges
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