RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
RPS Retirement Plan Advisors
RIAAustin, TX
AUM $336MTEAM 3REPS 4
Colony Capital Investment Advisors, LLC
RIABoca Raton, FL
AUM $336MTEAM 86REPS 3
Capital Ideas
RIADallas, TX
AUM $336MTEAM 5REPS 5
Agate Pass Investment, LLC
RIABainbridge, WA
AUM $336MTEAM 5REPS 4
Loon Lake Capital Management LP
RIABoston, MA
AUM $336MTEAM 6REPS 2
Cogent Strategic Wealth LLC
RIAChicago, IL
AUM $336MTEAM 4REPS 2
Bennett Selby Investments, L.P.
RIAAUM $336MTEAM 3REPS 3
Shared Vision Wealth Group
RIAAUM $336MTEAM 3REPS 3
Peachtree Investment Partners, LLC
RIAAUM $336MTEAM 2REPS 2
Cross Rapids Capital LP
RIANew York, NY
AUM $336MTEAM 7REPS 4
Apricus Wealth LLC
RIABeaufort, SC
AUM $336MTEAM 6REPS 4
Mid-American Wealth Advisory Group
RIAKansas City, MO
AUM $336MTEAM 21REPS 7
Seix Clo Management LLC
RIAPark Ridge, NJ
AUM $336MTEAM 12REPS 3
Personal Financial Profiles Inc
RIACoral Springs, FL
AUM $335MTEAM 2REPS 2
The Menard Financial Group, LLC
RIAHouston, TX
AUM $335MTEAM 3REPS 4
Cion Grosvenor Management, LLC
RIANew York, NY
AUM $335MTEAM 5REPS 6
BVP Management Company, LLC
RIANew York, NY
AUM $335MTEAM 8REPS 3
Trisperity Advisors, LLC
RIAKaty, TX
AUM $335MTEAM 2REPS 2
Aspenridge Wealth Advisors
RIAFort Worth, TX
AUM $335MTEAM 7REPS 3
Pillsbury Lake Capital, LLC
RIAAUM $335MTEAM 4REPS 2
Gotham Green Partners, LLC
RIASanta Monica, CA
AUM $335MTEAM 10REPS 3
Abra Capital Management, LP
RIASan Francisco, CA
AUM $335MTEAM 40REPS 3
Baer Wealth Management
RIAMarietta, GA
AUM $335MTEAM 2REPS 3
Weik Capital Management
RIAWyomissing, PA
AUM $335MTEAM 8REPS 6
Other AUM ranges
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