RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Switchpoint Financial Planning LLC
RIALehi, UT
AUM $367MTEAM 3REPS 3
Tull Financial Group, Inc.
RIAChesapeake, VA
AUM $367MTEAM 9REPS 5
Innovative Private Wealth Management Inc.
RIASomers, NY
AUM $367MTEAM 10REPS 8
Unity Partners
RIADallas, TX
AUM $367MTEAM 24REPS 5
Strategy Financial Group
RIAPhoenix, AZ
AUM $367MTEAM 20REPS 8
Oder Investment Management, LLC
RIAWoodland Hills, CA
AUM $367MTEAM 6REPS 8
T. Anton Investment House, Inc.
RIAMadison, WI
AUM $367MTEAM 6REPS 3
Saraza Management LP
RIANew York, NY
AUM $366MTEAM 8REPS 2
FIO Advisors LP
RIANew York, NY
AUM $366MTEAM 8REPS 3
Jacobs Asset Management, LLC
RIANew York, NY
AUM $366MTEAM 5REPS 2
Shira Ridge Wealth Management
RIASan Rafael, CA
AUM $366MTEAM 6REPS 4
Haverford Financial Services, Inc.
RIARadnor, PA
AUM $366MTEAM 45REPS 23
Sharper & Granite LLC
RIAEl Segundo, CA
AUM $366MTEAM 4REPS 5
Old Hickory Partners Management, LP
RIAAustin, TX
AUM $366MTEAM 10REPS 2
Financial Life Advisors
RIASan Antonio, TX
AUM $366MTEAM 11REPS 6
Camden Wealth Advisors LLC
RIAHouston, TX
AUM $366MTEAM 6REPS 5
Homage Wealth Group LLC
RIAHouston, TX
AUM $366MTEAM 2REPS 2
Sage Advisors, LLC
RIANew York, NY
AUM $366MTEAM 18REPS 7
Royal Oak Financial Advisors, LLC
RIARoyal Oak, MI
AUM $366MTEAM 7REPS 7
Epoch Capital, US
RIANew York, NY
AUM $366MTEAM 18REPS 4
Royal Oak Financial Group
RIAWorthington, OH
AUM $366MTEAM 1REPS 3
Asilia Credit Investments
RIASouth Salt Lake, UT
AUM $366MTEAM 4REPS 3
North Capital
RIAMidvale, UT
AUM $366MTEAM 12REPS 11
Chicago Wealth Management, Inc.
RIAChicago, IL
AUM $366MTEAM 6REPS 4
Other AUM ranges
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