RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Catalyst Private Wealth, LLC
RIASan Mateo, CA
AUM $370MTEAM 5REPS 6
Blackridge Asset Management, LLC
RIAJupiter, FL
AUM $370MTEAM 72REPS 76
Wealthspring
RIALong Beach, CA
AUM $370MTEAM 7REPS 5
LRZ Capital LLC
RIAMiami, FL
AUM $370MTEAM 3REPS 4
Charbeth Advisory L.L.C.
RIAAUM $370MTEAM 1REPS 0
Warwick Group II, Inc.
RIAAUM $370MTEAM 1REPS 0
Cosner Financial Group, LLC
RIAWindsor, CO
AUM $370MTEAM 5REPS 4
Willow Grove Advisors, LLC
RIABerkeley, CA
AUM $370MTEAM 7REPS 7
Glassy Mountain Advisors, Inc.
RIABethesda, MD
AUM $370MTEAM 7REPS 6
Interwise
RIAHolladay, UT
AUM $370MTEAM 10REPS 5
Menlo Advisors LLC
RIAMenlo Park, CA
AUM $370MTEAM 2REPS 2
Camden Partners Holdings, LLC
RIAOwings Mills, MD
AUM $370MTEAM 4REPS 2
M.Z. Kark & Associates, Inc
RIADenver, CO
AUM $370MTEAM 4REPS 3
One Advisory Partners, LLC
RIAOverland Park, KS
AUM $370MTEAM 11REPS 7
Big Investment Services
RIADover, DE
AUM $369MTEAM 8REPS 6
Stonebridge Wealth Systems LLC
RIAKearney, NE
AUM $369MTEAM 25REPS 14
Baron Financial Group LLC
RIAFair Lawn, NJ
AUM $369MTEAM 9REPS 5
Yosemite Capital Management
RIANewport Beach, CA
AUM $369MTEAM 8REPS 7
Aragon Global Management, LP
RIAMiami, FL
AUM $369MTEAM 3REPS 1
Integrity Wealth Solutions LLC
RIADenver, CO
AUM $369MTEAM 2REPS 2
Tagstone Capital, Inc.
RIACharlotte, NC
AUM $369MTEAM 1REPS 1
Cromwell Funds
RIABaltimore, MD
AUM $369MTEAM 4REPS 7
Sage Capital Management LLC
RIAAUM $369MTEAM 3REPS 3
Ruggaard & Associates
RIAHudson, OH
AUM $369MTEAM 10REPS 6
Other AUM ranges
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