RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Elizabeth Park Capital Management, Ltd
RIAPepper Pike, OH
AUM $394MTEAM 10REPS 2
Knuff & Company LLC
RIAFoster City, CA
AUM $394MTEAM 4REPS 3
AJ Advisors
RIANashville, TN
AUM $394MTEAM 5REPS 3
Arsenal Venture Partners
RIAWinter Park, FL
AUM $394MTEAM 4REPS 3
Virginia Wealth Management Group, Inc.
RIAVirginia Beach, VA
AUM $394MTEAM 4REPS 3
Bellevue Asset Management, LLC
RIABellevue, WA
AUM $394MTEAM 2REPS 2
Tate Asset Management
RIARancho Santa Fe, CA
AUM $393MTEAM 5REPS 4
SL Advisors, LLC
RIAAUM $393MTEAM 4REPS 3
Core Wealth Partners LLC
RIASanta Rosa, CA
AUM $393MTEAM 5REPS 5
Private Family Wealth Advisors
RIAAtlanta, GA
AUM $393MTEAM 4REPS 2
Causey Wealth LLC
RIAGreenwood Village, CO
AUM $393MTEAM 7REPS 4
Key Capital Management, Inc.
RIAHendersonville, TN
AUM $393MTEAM 35REPS 13
Bentley Financial Group
RIADowners Grove, IL
AUM $393MTEAM 4REPS 5
Dunnavan & Co
RIAMinneapolis, MN
AUM $393MTEAM 6REPS 5
Atlatl Advisers
RIAMadison, WI
AUM $393MTEAM 10REPS 8
Panoramic Capital Partners LLC
RIALake Oswego, OR
AUM $393MTEAM 7REPS 6
Apex Investments Management US, LLC
RIACoconut Grove, FL
AUM $392MTEAM 6REPS 4
Apex Investments Management, S.A.
RIAGuatemala City
AUM $392MTEAM 8REPS 8
Family Wealth Partners, LLC
RIAMatthews, NC
AUM $392MTEAM 11REPS 6
Schorn Wealth
RIAEnglewood, FL
AUM $392MTEAM 9REPS 5
Darrow Wealth Management
RIANeedham, MA
AUM $392MTEAM 6REPS 4
Eastover Capital Management
RIACharlotte, NC
AUM $392MTEAM 4REPS 4
S&A Financial Services, Inc.
RIAOverland Park, KS
AUM $392MTEAM 7REPS 4
Miura Investment Advisors, Inc
RIAMiami, FL
AUM $392MTEAM 6REPS 13
Other AUM ranges
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