RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Marketriders
RIAChesterfield, MO
AUM $363MTEAM 6REPS 4
Leclair Wealth Partners
RIADublin, OH
AUM $363MTEAM 4REPS 5
Riverpath Investments LLC
RIAAUM $363MTEAM 5REPS 5
Domani Advisors
RIANew York, NY
AUM $363MTEAM 3REPS 2
C Cubed Capital Partners, LLC
RIABoca Raton, FL
AUM $363MTEAM 8REPS 4
Presper Financial Architects, LLC
RIAAkron, OH
AUM $363MTEAM 10REPS 5
Motive Wealth Advisors, LLC
RIABirmingham, MI
AUM $363MTEAM 4REPS 3
University Ventures
RIANew York, NY
AUM $363MTEAM 3REPS 4
Income Focus Portfolio Management
RIAJackson, WY
AUM $362MTEAM 3REPS 3
Strategic Income Group LLC
RIAChandler, AZ
AUM $362MTEAM 5REPS 5
RTC Partners
RIAMiami, FL
AUM $362MTEAM 3REPS 3
Kanbrick LLC
RIACharlotte, NC
AUM $362MTEAM 8REPS 2
Bayhunt Capital LLC
RIAMill Valley, CA
AUM $362MTEAM 1REPS 1
Pace Financial Advisors
RIAHillsboro, OR
AUM $362MTEAM 9REPS 12
Avivar Capital, LLC
RIAAUM $362MTEAM 15REPS 11
Briggs Wealth Management, Inc.
RIAGlastonbury, CT
AUM $362MTEAM 6REPS 3
Dynamic Market Advantage, LLC
RIALouisville, KY
AUM $362MTEAM 4REPS 4
Blue Ridge Wealth Planners
RIAKnoxville, TN
AUM $362MTEAM 26REPS 18
MRA Advisory Group
RIASarasota, FL
AUM $361MTEAM 13REPS 8
Union Square Global Wealth Management
RIASan Francisco, CA
AUM $361MTEAM 7REPS 6
MFP Financial Services, LLC
RIASafety Harbor, FL
AUM $361MTEAM 5REPS 3
COX Capital Management LLC
RIAAndover, MA
AUM $361MTEAM 4REPS 4
Dearborn Capital Management, LLC
RIAChicago, IL
AUM $361MTEAM 12REPS 4
Sierra Investment Management, LLC
RIASanta Monica, CA
AUM $361MTEAM 34REPS 13
Other AUM ranges
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