RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Williams Financial Group
RIAMobile, AL
AUM $355MTEAM 5REPS 3
Bridge City Capital, LLC
RIALake Oswego, OR
AUM $355MTEAM 6REPS 8
Resurgent Advisors
RIAAtlanta, GA
AUM $355MTEAM 20REPS 12
Lexington Research and Capital Group, LLC
RIAFayetteville, AR
AUM $355MTEAM 1REPS 1
Capstone Wealth
RIABillings, MT
AUM $354MTEAM 8REPS 6
Wealth Advisors Nw
RIAPortland, OR
AUM $354MTEAM 9REPS 8
Stance Capital LLC
RIABoston, MA
AUM $354MTEAM 5REPS 6
Sightline Wealth Advisors, LLC
RIAGroton, CT
AUM $354MTEAM 5REPS 4
Life Planning Partners, Inc.
RIAJacksonville, FL
AUM $354MTEAM 8REPS 3
Tencore Partners, LP
RIANew York, NY
AUM $354MTEAM 5REPS 3
Core Alternative Capital, LLC
RIAPeachtree Corners, GA
AUM $354MTEAM 4REPS 3
Piedmont Wealth Advisory
RIAReston, VA
AUM $354MTEAM 3REPS 3
Wayfinding Financial, LLC
RIALynnwood, WA
AUM $353MTEAM 5REPS 2
Targeted Financial Services, LLC
RIASeminole, FL
AUM $353MTEAM 5REPS 4
DXD Capital
RIAAlbuquerque, NM
AUM $353MTEAM 27REPS 4
Catenary Alternatives Asset Management, LLC
RIAMiami, FL
AUM $353MTEAM 5REPS 5
Avory & Co
RIAMiami, FL
AUM $353MTEAM 3REPS 3
Next Management Advisors, LLC
RIANew York, NY
AUM $353MTEAM 5REPS 2
Southbridge Advisors, LLC
RIAMarietta, GA
AUM $353MTEAM 6REPS 6
10talents Investors, LLC
RIAFoxboro, MA
AUM $353MTEAM 6REPS 3
Norris Financial Group, LLC
RIAGreenville, SC
AUM $353MTEAM 6REPS 4
Black Maple Capital Management LP
RIAMilwaukee, WI
AUM $353MTEAM 9REPS 6
Envision Financial LLC
RIABrookfield, WI
AUM $353MTEAM 5REPS 4
Forager Capital Management, LLC
RIABirmingham, AL
AUM $353MTEAM 3REPS 2
Other AUM ranges
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