RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Curbstone Financial Management Corp.
RIAManchester, NH
AUM $412MTEAM 10REPS 7
Vortus Investment Advisors, LLC
RIAFort Worth, TX
AUM $412MTEAM 6REPS 3
Grandview Asset Management LLC
RIAHarrisburg, PA
AUM $412MTEAM 9REPS 4
Slagle Financial, LLC
RIAEdwardsville, IL
AUM $412MTEAM 21REPS 13
Hall Capital Management Company, Inc.
RIABarrington, RI
AUM $412MTEAM 9REPS 3
Yakira Capital Management, Inc.
RIAWestport, CT
AUM $412MTEAM 4REPS 2
Mb, Levis & Associates,LLC
RIACenter Valley, PA
AUM $412MTEAM 4REPS 5
HLM Management Co, LLC
RIAWaltham, MA
AUM $411MTEAM 14REPS 5
Bdfs Capital LLC
RIARehoboth Beach, DE
AUM $411MTEAM 7REPS 7
Zuna, LLC
RIAPortland, OR
AUM $411MTEAM 6REPS 3
Rooney Capital Management, Inc.
RIAAUM $411MTEAM 1REPS 1
Guardian Wealth Management, LLC
RIAChattanooga, TN
AUM $411MTEAM 11REPS 6
Everest Private Wealth
RIACupertino, CA
AUM $411MTEAM 3REPS 2
Access Financial Resources Inc.
RIAOklahoma City, OK
AUM $411MTEAM 9REPS 7
ESO Management Services LLC
RIASan Mateo, CA
AUM $411MTEAM 17REPS 4
Blue Square Asset Management, LLC
RIANew York, NY
AUM $410MTEAM 9REPS 8
Sunbeam Capital Management, LLC
RIAAUM $410MTEAM 3REPS 3
Pavaki Capital Management, LLC
RIAAUM $410MTEAM 6REPS 3
Lavelle Capital
RIASan Francisco, CA
AUM $410MTEAM 3REPS 3
Bemanaged
RIAGrand Rapids, MI
AUM $410MTEAM 6REPS 2
Ogborne Capital Management, LLC
RIASan Francisco, CA
AUM $410MTEAM 3REPS 2
Taylor Financial Group, Inc.
RIARoanoke, VA
AUM $410MTEAM 6REPS 4
Momentous Wealth Management, Inc.
RIAVancouver, WA
AUM $410MTEAM 7REPS 8
Sustainable Insight Capital Management, LLC
RIANew York, NY
AUM $410MTEAM 7REPS 4
Other AUM ranges
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