RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Moon Capital Management, LLC
RIAKnoxville, TN
AUM $392MTEAM 6REPS 4
Wealth Quarterback LLC
RIAToms River, NJ
AUM $391MTEAM 11REPS 6
Oxinas Partners Wealth Management
RIAJeffersonville, IN
AUM $391MTEAM 8REPS 6
Equita Financial Network, Inc.
RIAFort Washington, PA
AUM $391MTEAM 19REPS 18
Post Oak Private Wealth Advisors
RIAHouston, TX
AUM $391MTEAM 7REPS 7
Paskin & Berler Capital Advisors, LLC
RIAAUM $391MTEAM 4REPS 2
1776 Wealth LLC
RIASandy Springs, GA
AUM $391MTEAM 2REPS 3
Evans Investment Advisors, L.L.C.
RIABaton Rouge, LA
AUM $391MTEAM 5REPS 4
Hillcrest Wealth Advisors - Ny, LLC
RIAHolmdel, NJ
AUM $391MTEAM 2REPS 1
Stoneridge Pmg Advisors, LLC
RIARadnor, PA
AUM $391MTEAM 8REPS 6
Platt Wealth Management
RIASan Diego, CA
AUM $391MTEAM 5REPS 4
Shrier Wealth Management, LLC
RIALos Angeles, CA
AUM $391MTEAM 5REPS 3
Harold Davidson & Associates, Inc
RIALos Angeles, CA
AUM $391MTEAM 7REPS 4
Barramundi Advisors LLC
RIABoca Raton, FL
AUM $390MTEAM 7REPS 4
Intrepid Financial Planning Group, LLC
RIACarmel, IN
AUM $390MTEAM 3REPS 12
Clearlight Partners Management, LLC
RIANewport Beach, CA
AUM $390MTEAM 10REPS 3
16th Amendment Advisors LLC
RIANew York, NY
AUM $390MTEAM 8REPS 2
Ascend Interplay, LLC
RIANew York, NY
AUM $390MTEAM 7REPS 8
Prudent Man Investment Management
RIALouisville, CO
AUM $390MTEAM 4REPS 3
Bluestone Capital Management, LLC
RIAWayne, PA
AUM $390MTEAM 4REPS 2
Davis Investment Partners, LLC
RIACharlotte, NC
AUM $390MTEAM 3REPS 2
Hahn Capital Management, LLC
RIAWalnut Creek, CA
AUM $390MTEAM 5REPS 3
Legend Financial Advisors Inc
RIAPittsburgh, PA
AUM $390MTEAM 11REPS 4
6th Man Ventures, LLC
RIAAUM $390MTEAM 5REPS 3
Other AUM ranges
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