RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Summit Partners Credit Advisors, L.P.
RIABoston, MA
AUM $419MTEAM 9REPS 7
P4G Capital Management, LLC
RIAStateline, NV
AUM $419MTEAM 9REPS 2
Silver Oak Advisory Group
RIAPortland, OR
AUM $419MTEAM 8REPS 4
Transce3nd LLC
RIABuda, TX
AUM $419MTEAM 60REPS 44
One Oak Capital Management, LLC
RIAPurchase, NY
AUM $419MTEAM 14REPS 5
Alpha Leonis Partners, LLC
RIAWayne, PA
AUM $418MTEAM 1REPS 2
Lincoln Capital Corporation
RIAEast Greenwich, RI
AUM $418MTEAM 6REPS 4
Aspect Partners, LLC
RIAFairfax, VA
AUM $418MTEAM 8REPS 5
Miller Value Partners, LLC
RIASarasota, FL
AUM $418MTEAM 5REPS 4
Seaport Capital, LLC
RIANew York, NY
AUM $418MTEAM 14REPS 6
Mauney-Pitt Financial Management, Inc.
RIAShelby, NC
AUM $418MTEAM 6REPS 3
Quantum Private Wealth, LLC
RIATampa, FL
AUM $418MTEAM 5REPS 1
Onex Credit Advisor, LLC
RIAEnglewood Cliffs, NJ
AUM $418MTEAM 70REPS 5
Fruth Investment Management
RIAHouston, TX
AUM $418MTEAM 3REPS 3
Honte Advisors LLC
RIABerkeley, CA
AUM $418MTEAM 7REPS 4
Artist Capital Management LLC
RIANew York, NY
AUM $418MTEAM 4REPS 3
Flatrock Wealth Partners LLC
RIANewport Beach, CA
AUM $418MTEAM 4REPS 2
Coquina Private Wealth Advisors
RIAPort Charlotte, FL
AUM $418MTEAM 12REPS 8
Eagle Wealth Management Group Inc.
RIAValencia, CA
AUM $418MTEAM 8REPS 6
Cedar Wealth Management
RIAAUM $417MTEAM 4REPS 3
Island Green Capital Management LLC
RIAAUM $417MTEAM 5REPS 1
Castleview Partners, LLC
RIADallas, TX
AUM $417MTEAM 22REPS 14
Seven Mile Advisory LLC
RIATallahassee, FL
AUM $417MTEAM 4REPS 5
Jupiter Wealth Management, LLC
RIAGlendale, CO
AUM $417MTEAM 4REPS 3
Other AUM ranges
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