RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Premia Global Advisors, LLC
RIACoral Gables, FL
AUM $341MTEAM 3REPS 3
CAP Six Advisors
RIAHouston, TX
AUM $341MTEAM 5REPS 4
Phillips Wealth Planners LLC
RIAStarkville, MS
AUM $341MTEAM 6REPS 3
Rochester Financial Services
RIAAUM $341MTEAM 1REPS 1
Melodeon Capital Partners, LP
RIAMiami, FL
AUM $341MTEAM 2REPS 2
Scholtz & Company, LLC
RIAStamford, CT
AUM $341MTEAM 7REPS 3
Blueprint Fund Management
RIAGreensboro, NC
AUM $340MTEAM 9REPS 8
Left Brain Wealth Management, LLC
RIANaperville, IL
AUM $340MTEAM 7REPS 5
Oliver Wealth Management
RIATowson, MD
AUM $340MTEAM 6REPS 5
Post Resch Tallon Group
RIAPittsford, NY
AUM $340MTEAM 5REPS 6
Eltekon Advisors, LLC
RIAWest Lake Hills, TX
AUM $340MTEAM 7REPS 7
AIP Capital Advisors LLC
RIAStamford, CT
AUM $340MTEAM 15REPS 3
Caden Capital Partners, LP
RIAAUM $340MTEAM 1REPS 1
The Mathes Company, Inc.
RIANew York, NY
AUM $340MTEAM 8REPS 2
Park, Miller, LLC
RIAWalnut Creek, CA
AUM $340MTEAM 4REPS 3
Quantum Portfolio Management, LLC
RIANew York, NY
AUM $340MTEAM 7REPS 7
AZA Capital Management
RIAChicago, IL
AUM $340MTEAM 8REPS 7
AP Wealth Management
RIAAugusta, GA
AUM $340MTEAM 7REPS 5
Superstring Capital Management LP
RIANew York, NY
AUM $340MTEAM 5REPS 2
Garnet Equity Capital Holdings, Inc.
RIANew York, NY
AUM $339MTEAM 7REPS 4
Turning Point Financial
RIAFrederick, MD
AUM $339MTEAM 23REPS 15
Keyvantage Wealth Advisors
RIABethlehem, PA
AUM $339MTEAM 5REPS 5
Millennial Advisers, LLC
RIANew York, NY
AUM $339MTEAM 14REPS 13
Empeiria Capital Management, LLC
RIACincinnati, OH
AUM $339MTEAM 4REPS 3
Other AUM ranges
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