RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Petros Family Wealth, LLC
RIABloomington, MN
AUM $342MTEAM 9REPS 8
Astra Capital Management LLC
RIAWashington, DC
AUM $342MTEAM 11REPS 7
Ergawealth Advisors, Inc.
RIAOak Brook, IL
AUM $342MTEAM 5REPS 2
Dhody Investment Group
RIAMiami Beach, FL
AUM $341MTEAM 4REPS 3
Thomas Wright Asset Management, Inc.
RIASan Juan, PR
AUM $341MTEAM 1REPS 1
Avila Real Estate Capital
RIACorte Madera, CA
AUM $341MTEAM 47REPS 4
Farringdon Asset Management Pte Ltd
RIASingapore Singapore
AUM $341MTEAM 16REPS 3
Tiemann Investment Advisors, LLC
RIAMenlo Park, CA
AUM $341MTEAM 2REPS 2
Eukles Asset Management, LLC
RIACincinnati, OH
AUM $341MTEAM 5REPS 4
Carroll Advisory Group
RIATexarkana, TX
AUM $341MTEAM 7REPS 4
Reichard Capital, LLC
RIACharlotte, NC
AUM $341MTEAM 4REPS 3
RM Private Wealth Management
RIAMiami, FL
AUM $341MTEAM 1REPS 1
Weybosset Research & Management, LLC
RIAProvidence, RI
AUM $341MTEAM 3REPS 4
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
Marathon Management Partners LLC
RIABeverly Hills, CA
AUM $340MTEAM 6REPS 3
Other AUM ranges
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