RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pritzker Alternative Strategies
RIAChicago, IL
AUM $378MTEAM 7REPS 3
Auour Investments LLC
RIAWoburn, MA
AUM $378MTEAM 7REPS 4
Freedom Financial Partners LLC
RIAOakdale, MN
AUM $378MTEAM 8REPS 5
Manulife Investment Management (North America) Limited
RIAToronto On
AUM $378MTEAM 429REPS 5
Financial Advisory Partners, LLC
RIAWinter Park, FL
AUM $378MTEAM 3REPS 5
Ashworth Wealth, LLC
RIASouth Jordan, UT
AUM $378MTEAM 5REPS 5
Fairhaven Financial Advisory Corporation
RIAEast Lansing, MI
AUM $378MTEAM 7REPS 4
Breyta Capital Partners
RIABrooklynn, NY
AUM $378MTEAM 4REPS 3
Pinvest
RIACoral Gables, FL
AUM $377MTEAM 4REPS 3
Axis Wealth Partners, LLC
RIAEast Providence, RI
AUM $377MTEAM 9REPS 8
Family Legacy, Inc.
RIAGreenville, SC
AUM $377MTEAM 10REPS 7
Arrow Investment Advisors, LLC
RIALaurel, MD
AUM $377MTEAM 10REPS 3
Martin Wealth Solutions
RIAChristiansburg, VA
AUM $377MTEAM 10REPS 5
JPS Financial, LLC
RIAWestlake, OH
AUM $377MTEAM 4REPS 4
Northstar Advisory Group, LLC
RIANorthfield, NJ
AUM $377MTEAM 9REPS 3
Commonwealth Retirement Investments LLC
RIARichmond, VA
AUM $377MTEAM 12REPS 5
Advisor Share Wealth Management, LLC
RIAVancouver, WA
AUM $377MTEAM 47REPS 48
Volterra Technologies LP
RIANew York, NY
AUM $377MTEAM 4REPS 1
Olde Wealth Management, LLC
RIAAUM $377MTEAM 3REPS 2
Strategic Planning, Inc.
RIAColumbus, OH
AUM $377MTEAM 4REPS 3
Intelligent Capitalworks
RIAScottsdale, AZ
AUM $377MTEAM 6REPS 5
Kleinfelder Capital, Inc.
RIACincinnati, OH
AUM $377MTEAM 5REPS 3
Palm Drive Capital LLC
RIANew York, NY
AUM $376MTEAM 7REPS 3
Daiwa Capital Management Silicon Valley Inc.
RIAPalo Alto, CA
AUM $376MTEAM 2REPS 4
Other AUM ranges
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