RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Covara Capital, LLC
RIANew York, NY
AUM $405MTEAM 7REPS 2
Focusgrowth Asset Management, LP
RIANew York, NY
AUM $405MTEAM 10REPS 3
Triton Wealth Management, Pllc
RIASun City, AZ
AUM $405MTEAM 9REPS 10
Lotus
RIAOrlando, FL
AUM $405MTEAM 30REPS 3
QP Wealth Management, LLC
RIABoca Raton, FL
AUM $405MTEAM 7REPS 4
Core Wealth Management, Inc.
RIAJupiter, FL
AUM $405MTEAM 4REPS 4
Long Angle Management, LLC
RIADover, DE
AUM $405MTEAM 10REPS 8
Arena Private Wealth
RIAChicago, IL
AUM $405MTEAM 8REPS 9
Kanen Wealth Management LLC
RIACoconut Creek, FL
AUM $405MTEAM 5REPS 2
CRE Venture Capital, Inc.
RIAMahwah, NJ
AUM $405MTEAM 7REPS 1
Excel Financial, LLC
RIARed Wing, MN
AUM $404MTEAM 11REPS 7
MB Gen Wealth
RIASpokane, WA
AUM $404MTEAM 3REPS 3
S Harris Financial Group, LLC
RIASan Antonio, TX
AUM $404MTEAM 7REPS 6
Dupree Financial Group, LLC
RIALexington, KY
AUM $404MTEAM 7REPS 8
Fee-Only Financial Planning, L.C.
RIAAUM $404MTEAM 3REPS 3
Namcoa
RIAMooresville, NC
AUM $404MTEAM 11REPS 9
Westbeck Capital Management LLP
RIALondon England
AUM $404MTEAM 8REPS 3
Axiom Financial Strategies Group, LLC
RIANew Albany, IN
AUM $404MTEAM 9REPS 7
HFM Investment Advisors, LLC
RIAGlassboro, NJ
AUM $404MTEAM 5REPS 7
Cloud Investments, LLC
RIAHuntsville, AL
AUM $404MTEAM 6REPS 6
Charter Oak Advisors LP
RIANew York, NY
AUM $404MTEAM 6REPS 3
Mainsail Financial Group
RIABellevue, WA
AUM $404MTEAM 12REPS 8
Alexander Randolph Advisory Inc
RIAMclean, VA
AUM $404MTEAM 5REPS 2
A.G. Campbell Advisory, LLC
RIABaltimore, MD
AUM $404MTEAM 5REPS 4
Other AUM ranges
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