RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Saltmarsh Financial Advisors, LLC
RIAPensacola, FL
AUM $357MTEAM 6REPS 9
Alcyon Wealth Partners
RIAYoungstown, OH
AUM $356MTEAM 5REPS 4
Fourth Dimension Wealth, LLC
RIAMiddleburg Heights, OH
AUM $356MTEAM 16REPS 10
Oakcliff Partners LLC
RIANew York, NY
AUM $356MTEAM 3REPS 3
Wealth Oklahoma
RIATulsa, OK
AUM $356MTEAM 6REPS 6
Capstone Wealth Management Group, LLC
RIADunmore, PA
AUM $356MTEAM 6REPS 6
Split Rock Private Trading And Wealth Management LLC
RIACloquet, MN
AUM $356MTEAM 6REPS 5
Crawford Fund Management, LLC
RIABoston, MA
AUM $356MTEAM 4REPS 3
Monhegan Capital Management, LLC
RIAAUM $356MTEAM 2REPS 2
Lifegoal Investments, LLC
RIAAUM $356MTEAM 5REPS 6
Armor Investment Advisors, LLC
RIARaleigh, NC
AUM $356MTEAM 6REPS 4
Arkview Capital, L.P.
RIAStamford, CT
AUM $356MTEAM 8REPS 3
Twin Point Capital LLC
RIANew York, NY
AUM $356MTEAM 10REPS 3
Argyle Capital Management, LLC
RIACenter Valley, PA
AUM $356MTEAM 3REPS 7
Stone Oak Wealth Management, LLC
RIASan Antonio, TX
AUM $356MTEAM 7REPS 5
Griffin Black, LLC
RIARedwood City, CA
AUM $356MTEAM 9REPS 5
Acorn Capital Advisors, LLC
RIANew York, NY
AUM $355MTEAM 5REPS 2
Harrington Investments, Inc.
RIANapa, CA
AUM $355MTEAM 5REPS 4
Fpnavigators
RIAMaple Grove, MN
AUM $355MTEAM 8REPS 5
Sepulveda Management LLC
RIALos Angeles, CA
AUM $355MTEAM 8REPS 7
Tompkins & Co
RIAAUM $355MTEAM 1REPS 1
Clay Northam Wealth Management
RIAHuntington Beach, CA
AUM $355MTEAM 2REPS 2
Hanover Advisors, Inc
RIASeneca, SC
AUM $355MTEAM 3REPS 3
Bull Harbor Capital LLC
RIABethesda, MD
AUM $355MTEAM 43REPS 30
Other AUM ranges
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