RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Novak & Powell Financial Services, Inc.
RIASt Petersburg, FL
AUM $359MTEAM 7REPS 7
Washington Park Capital Management, LLC
RIAPortland, OR
AUM $359MTEAM 3REPS 4
The David J. Yvars Group Inc.
RIAAUM $359MTEAM 6REPS 4
Clearwave Capital
RIAUpland, CA
AUM $359MTEAM 3REPS 3
Seros Wealth Partners
RIAGilbert, AZ
AUM $359MTEAM 10REPS 7
Ayrton Capital LLC
RIAWestport, CT
AUM $359MTEAM 9REPS 2
Ridgepath Capital Management LLC
RIAKnoxville, TN
AUM $359MTEAM 5REPS 2
TSA Wealth Management
RIAHouston, TX
AUM $359MTEAM 3REPS 3
Aurora Investment Managers, LLC
RIANaples, FL
AUM $359MTEAM 4REPS 2
Robertson Opportunity Capital, LLC
RIADallas, TX
AUM $359MTEAM 6REPS 4
Lifeway Financial Corporation
RIAPlano, TX
AUM $359MTEAM 5REPS 2
Cloverfields Capital Group, LP
RIAMinneapolis, MN
AUM $359MTEAM 2REPS 3
Flight Deck Capital, LP
RIASan Francisco, CA
AUM $359MTEAM 4REPS 2
Ararat Capital Management LP
RIAWestport, CT
AUM $359MTEAM 7REPS 2
Silver Point Private Credit Fund Management, LLC
RIAGreenwich, CT
AUM $359MTEAM 357REPS 11
Point Windward Advisors, Inc.
RIANew York, NY
AUM $359MTEAM 9REPS 7
US Asset Management, LLC
RIAPittsburgh, PA
AUM $358MTEAM 6REPS 5
California Capital Management
RIABurbank, CA
AUM $358MTEAM 12REPS 7
AIS Capital Management L.P.
RIAWilton, CT
AUM $358MTEAM 3REPS 2
Bluestem Financial Advisors, LLC
RIASavoy, IL
AUM $358MTEAM 10REPS 6
Prufid Financial Advisors LLC
RIAAUM $358MTEAM 1REPS 1
Pillar Financial Advisors, LLC
RIALouisville, KY
AUM $358MTEAM 6REPS 4
Heritage Wealth Management
RIAHouston, TX
AUM $358MTEAM 6REPS 5
CA Adviser, LLC
RIAPhiladelphia, PA
AUM $358MTEAM 17REPS 3
Other AUM ranges
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