RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Henry James International Management, Inc.
RIANew York, NY
AUM $402MTEAM 5REPS 5
Proathlete Wealth Management LLC
RIABoca Raton, FL
AUM $402MTEAM 5REPS 6
Anderson Financial Strategies, LLC
RIADayton, OH
AUM $402MTEAM 7REPS 5
Balch Hill Capital
RIAAUM $402MTEAM 1REPS 1
O'Neil Global Advisors, Inc.
RIALos Angeles, CA
AUM $402MTEAM 40REPS 5
Ratan Capital Management, LP
RIAPinecrest, FL
AUM $402MTEAM 2REPS 2
AS Avaron Asset Management
RIATallinn
AUM $402MTEAM 17REPS 8
Generation Partners Management, LLC
RIAAUM $402MTEAM 4REPS 4
Practicecfo Investments
RIASan Diego, CA
AUM $402MTEAM 32REPS 12
Leeward Financial Partners, LLC
RIAAUM $401MTEAM 3REPS 3
H. L. Ormond & Company, LLC
RIAGreenville, NC
AUM $401MTEAM 7REPS 3
TAR River Wealth Planning, LLC
RIALouisburg, NC
AUM $401MTEAM 9REPS 5
Essential Partners LLC
RIARancho Santa Fe, CA
AUM $401MTEAM 2REPS 2
ROG IX, LLC
RIAHouston, TX
AUM $401MTEAM 43REPS 3
Insight Strategic Wealth LLC
RIAKnoxville, TN
AUM $401MTEAM 7REPS 7
The Capital Chart Room, Ltd
RIAFort Worth, TX
AUM $401MTEAM 7REPS 3
Valuequest Advisers, LLC
RIANew York, NY
AUM $401MTEAM 4REPS 4
Helm Capital Management
RIASeattle, WA
AUM $401MTEAM 1REPS 1
Cornerstone Financial Planning, LLC
RIAPortsmouth, NH
AUM $401MTEAM 6REPS 7
Noble Wealth Management P.B.C.
RIAGreenwood Village, CO
AUM $400MTEAM 5REPS 4
Soundcore Capital Partners, LP
RIANew York, NY
AUM $400MTEAM 15REPS 2
Burns Matteson Capital Management, LLC
RIACorning, NY
AUM $400MTEAM 6REPS 7
Ticino Wealth
RIAMission Viejo, CA
AUM $400MTEAM 4REPS 3
Keyes, Stange & Wooten Wealth Management, LLC
RIADaytona Beach, FL
AUM $400MTEAM 9REPS 8
Other AUM ranges
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