RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Gainline Financial Partners, LLC
RIALouisville, CO
AUM $349MTEAM 6REPS 8
Wittlin Advisory
RIAAUM $348MTEAM 4REPS 3
Carbon Collective Investing, LLC
RIAOakland, CA
AUM $348MTEAM 4REPS 4
Opal Capital LLC
RIABoca Raton, FL
AUM $348MTEAM 11REPS 7
Trill Impact Advisory Inc.
RIANew York, NY
AUM $348MTEAM 5REPS 1
Elliott Cove Capital Management
RIASeattle, WA
AUM $348MTEAM 11REPS 12
Smartharvest Portfolios
RIAAUM $348MTEAM 1REPS 1
Wafd Wealth, Inc
RIASeattle, WA
AUM $348MTEAM 14REPS 12
American Retirement Planning Group Inc
RIALas Vegas, NV
AUM $348MTEAM 5REPS 2
ISQ Openinfra Registered Advisor LLC
RIAMiami, FL
AUM $348MTEAM 331REPS 5
4j Wealth Management, LLC
RIAMclean, VA
AUM $348MTEAM 4REPS 4
Oakbourne Advisors
RIABerkeley Heights, NJ
AUM $348MTEAM 10REPS 8
Michels Family Financial, LLC
RIAFort Worth, TX
AUM $348MTEAM 8REPS 2
Pelican Capital Management LLC
RIAAUM $348MTEAM 2REPS 2
United Financial Planning Group LLC
RIAHauppauge, NY
AUM $347MTEAM 8REPS 4
Heritage Oak Wealth Advisors
RIASanta Rosa Beach, FL
AUM $347MTEAM 11REPS 5
Cottonwood Capital Advisors
RIAIrving, TX
AUM $347MTEAM 5REPS 5
Arctaris Impact Investors
RIAWellesley, MA
AUM $347MTEAM 24REPS 5
HCG Fund Management LP
RIARaleigh, NC
AUM $347MTEAM 11REPS 2
Education Growth Partners, LLC
RIAStamford, CT
AUM $347MTEAM 7REPS 2
Pflug Koory, LLC
RIAOmaha, NE
AUM $347MTEAM 2REPS 4
Leconte Wealth Management, LLC
RIAMaryville, TN
AUM $347MTEAM 11REPS 7
Right Side Capital Management, LLC
RIASan Francisco, CA
AUM $347MTEAM 12REPS 3
Citrine Capital
RIASan Francisco, CA
AUM $347MTEAM 8REPS 5
Other AUM ranges
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