RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
New Catalyst
RIAWashington, DC
AUM $337MTEAM 8REPS 3
TRU Independence Asset Management, LLC
RIAPortland, OR
AUM $337MTEAM 24REPS 11
Vestura, LLC
RIAHobart, WI
AUM $337MTEAM 4REPS 4
Everstar Asset Management, LLC
RIAMooresville, NC
AUM $337MTEAM 13REPS 11
Assembly Wealth
RIAMill Valley, CA
AUM $337MTEAM 9REPS 7
Kilner Capital Advisors, LLC
RIAGaithersburg, MD
AUM $337MTEAM 3REPS 4
Alterna Capital Partners LLC
RIAAUM $337MTEAM 4REPS 4
Journey Financial Group, Inc.
RIABuffalo Grove, IL
AUM $336MTEAM 7REPS 5
ADG Wealth Management Group, LLC
RIAMetairie, LA
AUM $336MTEAM 4REPS 3
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
Other AUM ranges
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