RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 7
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
Access Wealth Management, LLC
RIALouisville, KY
AUM $358MTEAM 5REPS 6
Mcdonald Capital Management
RIALubbock, TX
AUM $358MTEAM 2REPS 3
Applied Capital LLC
RIALittle Rock, AR
AUM $358MTEAM 9REPS 10
Conservative Wealth Management LLC
RIAAUM $358MTEAM 1REPS 1
Papamarkou Wellner Perkin Advisors
RIANew York, NY
AUM $358MTEAM 11REPS 10
Lifespan Financial Strategies, Inc.
RIAWeston, FL
AUM $357MTEAM 6REPS 5
Montvue Capital Management, Inc.
RIALynchburg, VA
AUM $357MTEAM 5REPS 5
Houlihan Financial Resource Group, Ltd.
RIAAshburn, VA
AUM $357MTEAM 4REPS 3
GKV Capital Management Co Inc
RIAWalnut Creek, CA
AUM $357MTEAM 3REPS 4
Moment Private Wealth
RIASaint Louis, MO
AUM $357MTEAM 7REPS 6
Symbiosis Capital Partners, LLC
RIABentonville, AR
AUM $357MTEAM 12REPS 2
Carnegie Wealth Management, LLC
RIABerwyn, PA
AUM $357MTEAM 6REPS 2
Other AUM ranges
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