RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Paces Ferry Wealth Advisors, LLC
RIAAtlanta, GA
AUM $491MTEAM 6REPS 5
Permit Capital, LLC
RIAW Cnshohocken, PA
AUM $491MTEAM 6REPS 4
Victor Capital Partners
RIANew York, NY
AUM $491MTEAM 14REPS 4
Maryland Capital Advisors, Inc.
RIAChester, MD
AUM $491MTEAM 7REPS 4
Whitcomb & Hess, Inc.
RIAAshland, OH
AUM $491MTEAM 31REPS 12
Quantum Capital Group
RIAHouston, TX
AUM $491MTEAM 144REPS 8
Redstone Advisors Inc
RIAWichita, KS
AUM $491MTEAM 6REPS 5
The Life Wealth Group
RIAWinter Garden, FL
AUM $491MTEAM 22REPS 10
Samalin Wealth
RIAChappaqua, NY
AUM $491MTEAM 13REPS 8
Cypress Financial Planning
RIAHaddon Heights, NJ
AUM $490MTEAM 7REPS 9
Synergy Fund Management Group Limited
RIACentral
AUM $490MTEAM 9REPS 3
Cook Pine Capital LLC
RIAGreenwich, CT
AUM $490MTEAM 8REPS 3
10 East Partners LLC
RIANew York, NY
AUM $490MTEAM 21REPS 4
TIM Looney Investments, LLC
RIALongwood, FL
AUM $490MTEAM 4REPS 3
Fourpoints Investment Managers S.A.S
RIAParis
AUM $490MTEAM 12REPS 4
Daher Capital Group, LLC
RIATequesta, FL
AUM $490MTEAM 1REPS 1
Hillcrest Credit And Income Fund II Manager, LLC
RIANew York, NY
AUM $490MTEAM 1REPS 1
Montgomery Investment Management Inc
RIARockville, MD
AUM $490MTEAM 3REPS 7
Marquis Wealth Management Group
RIAFort Myers, FL
AUM $489MTEAM 9REPS 6
Iron Financial LLC
RIANorthbrook, IL
AUM $489MTEAM 10REPS 5
Ifrah Financial Services, Inc.
RIALittle Rock, AR
AUM $489MTEAM 14REPS 9
Postrock Partners LLC
RIAOverland Park, KS
AUM $489MTEAM 5REPS 5
One Degree Advisors, Inc.
RIASan Diego, CA
AUM $489MTEAM 6REPS 8
Wood Tarver Financial
RIABoise, ID
AUM $489MTEAM 5REPS 4
Other AUM ranges
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