RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Courage Miller Partners, LLC
RIANorfolk, VA
AUM $481MTEAM 4REPS 3
Lion Point Capital, LP
RIANew York, NY
AUM $481MTEAM 7REPS 4
Nine Ten Capital Management
RIAChicago, IL
AUM $481MTEAM 4REPS 4
Contrary LLC
RIAAUM $481MTEAM 12REPS 2
10th Mountain, LLC
RIAAUM $480MTEAM 2REPS 1
Trellis Wealth Advisors, LLC
RIASan Luis Obispo, CA
AUM $480MTEAM 4REPS 5
Adams Ashby Financial Advisors
RIASacramento, CA
AUM $480MTEAM 2REPS 2
Townsend Asset Management Corp.
RIARaleigh, NC
AUM $480MTEAM 7REPS 5
Asset Advisory Group, Inc.
RIAKinnelon, NJ
AUM $480MTEAM 5REPS 2
Match Grade Advisors
RIAGreenville, SC
AUM $479MTEAM 8REPS 6
Positive Selection Investment Management, LLC
RIAGreenwich, CT
AUM $479MTEAM 4REPS 3
Priority Senior Secured Income Management, LLC
RIAWest Palm Beach, FL
AUM $479MTEAM 661REPS 3
Keener Financial Planning
RIAKeller, TX
AUM $479MTEAM 12REPS 11
Meredith Wealth Planning
RIAMaryville, IL
AUM $479MTEAM 2REPS 2
Sound Point Meridian Management Company LLC
RIANew York, NY
AUM $478MTEAM 9REPS 5
IDB Lido Wealth, LLC
RIANew York, NY
AUM $478MTEAM 14REPS 17
Great Oak Capital Partners, LLC
RIASouth Easton, MA
AUM $478MTEAM 7REPS 5
Elmwood Wealth Management
RIABerkeley, CA
AUM $478MTEAM 6REPS 4
Tingey Advisors Inc
RIASalt Lake City , UT
AUM $478MTEAM 6REPS 3
Barnes Wealth Management Group
RIABakersfield, CA
AUM $477MTEAM 12REPS 8
Midatlantic Capital Management, Inc.
RIANorth Chesterfield, VA
AUM $477MTEAM 2REPS 2
JW Asset Management, LLC
RIAAUM $477MTEAM 6REPS 3
Broad Sky Partners LLC
RIANew York, NY
AUM $477MTEAM 12REPS 1
SFW Capital Partners LP
RIARye, NY
AUM $477MTEAM 6REPS 2
Other AUM ranges
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