RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Nixon Capital LLC
RIAAustin, TX
AUM $390MTEAM 2REPS 3
JJP Capital Management, Inc.
RIAColumbia, MO
AUM $390MTEAM 3REPS 3
Pacific Point Advisors, LLC
RIASan Diego, CA
AUM $390MTEAM 9REPS 6
Green Ridge Wealth Planning LLC
RIAMontville, NJ
AUM $390MTEAM 11REPS 6
Savoir Faire Capital Management, LP
RIANorwalk, CT
AUM $390MTEAM 4REPS 2
In On Capital
RIAMiami, FL
AUM $389MTEAM 16REPS 5
Solomon Api LLC
RIARockledge, FL
AUM $389MTEAM 3REPS 3
Avisen Advisors, LLC
RIASacramento, CA
AUM $389MTEAM 9REPS 9
LBJ Family Wealth Advisors, Ltd.
RIAAustin, TX
AUM $389MTEAM 2REPS 4
Redwood Financial Planning, LLC
RIAScotch Plains, NJ
AUM $389MTEAM 4REPS 4
Sentinel Wealth Management, Inc.
RIAReston, VA
AUM $389MTEAM 3REPS 2
RCM Wealth Advisors
RIAChicago, IL
AUM $389MTEAM 15REPS 13
Monorail Securities LLC
RIASarasota, FL
AUM $389MTEAM 7REPS 4
Reed Financial Services, Inc.
RIACleveland, OH
AUM $389MTEAM 10REPS 5
Costello Asset Management, Inc.
RIAFeasterville Trevose, PA
AUM $389MTEAM 3REPS 3
Socotra Management, Inc.
RIASacramento, CA
AUM $389MTEAM 4REPS 4
Pathways Advisory Group, Inc.
RIAFresno, CA
AUM $388MTEAM 10REPS 6
Trinity Investment Advisors, LLC
RIAWest Chester, PA
AUM $388MTEAM 3REPS 4
Wheelhouse Advisory Group, LLC
RIASaint Louis, MO
AUM $388MTEAM 28REPS 12
Brian D. Lowder, Inc.
RIASan Diego, CA
AUM $388MTEAM 3REPS 3
Joseph P. Lucia & Associates, LLC
RIAYorktown Heights, NY
AUM $388MTEAM 5REPS 3
Ridgeview Asset Management Partners, LLC
RIAStamford, CT
AUM $388MTEAM 3REPS 3
Collaborative Capital Advisors LLC
RIANew York, NY
AUM $388MTEAM 5REPS 6
Resolute Wealth Strategies, LLC
RIAJackson, MS
AUM $388MTEAM 7REPS 7
Other AUM ranges
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