RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Borderless Management LLC
RIAClermont, FL
AUM $345MTEAM 24REPS 3
BIP Capital Management Services, LLC
RIAAtlanta, GA
AUM $345MTEAM 6REPS 4
Fortress Planning Group
RIAWaukesha, WI
AUM $345MTEAM 6REPS 5
Black Toro LLC
RIAMiami, FL
AUM $345MTEAM 15REPS 6
Ahakista Capital LLC
RIAAUM $345MTEAM 8REPS 6
RHP Wealth Management
RIAHouston, TX
AUM $345MTEAM 9REPS 5
Hicks Capital Management, LLC
RIAColumbus, OH
AUM $345MTEAM 5REPS 4
Intrinsic Wealth Counsel, Inc.
RIATempe, AZ
AUM $345MTEAM 7REPS 4
Teramo Advisors, LLC
RIANaples, FL
AUM $345MTEAM 5REPS 3
Nepsis, Inc.
RIAMinneapolis, MN
AUM $345MTEAM 37REPS 12
Loftin Wealth Partners
RIAJohns Creek, GA
AUM $344MTEAM 6REPS 7
Crescent Advisor Group, Inc.
RIAPlano, TX
AUM $344MTEAM 18REPS 18
Guinness Atkinson Asset Management, Inc.
RIAPasadena, CA
AUM $344MTEAM 41REPS 5
Bell Asset Management USA Inc
RIAAUM $344MREPS 4
L. C. Bhandari & Co
RIAAUM $344MTEAM 1REPS 2
Walser Wealth Management Company, A Limited Liability Company
RIATampa, FL
AUM $344MTEAM 26REPS 13
Kellett Wealth Advisors, LLC
RIACincinnati, OH
AUM $344MTEAM 4REPS 4
Prospera Capital Management, LLC
RIAAUM $344MTEAM 3REPS 4
The Clark Group Asset Management
RIADana Point, CA
AUM $344MTEAM 5REPS 4
Bourne Lent Asset Managament, Inc.
RIAPawling, NY
AUM $344MTEAM 4REPS 3
Cambrian Capital Management, L.L.C.
RIANewtown Square, PA
AUM $344MTEAM 11REPS 5
Safe Harbor Capital Partners
RIACoconut Grove, FL
AUM $344MTEAM 23REPS 5
Pathfinder 360 Managementco, LLC
RIAMinnetonka, MN
AUM $344MTEAM 1REPS 1
Garden City Management, LLC
RIACharlotte, NC
AUM $344MTEAM 5REPS 2
Other AUM ranges
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