RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Elevate Wealth Management
RIASheridan, WY
AUM $320MTEAM 5REPS 7
Alhambra Investment Management LLC
RIAPalmetto Bay, FL
AUM $320MTEAM 5REPS 5
Wynn Capital
RIAAugusta, GA
AUM $320MTEAM 4REPS 3
Sawyer & Co Inc
RIABoston, MA
AUM $320MTEAM 4REPS 3
Vista Finance, LLC
RIAClayton, MO
AUM $320MTEAM 5REPS 4
Secura Financial
RIAOrange, CA
AUM $320MTEAM 9REPS 10
Lantern Wealth Advisors, LLC
RIAMelville, NY
AUM $320MTEAM 26REPS 27
Kaname Capital, L.P.
RIABoston, MA
AUM $320MTEAM 5REPS 2
Alpha Wealth Management And Planning LLC
RIANovato, CA
AUM $320MTEAM 8REPS 6
Atomic Invest LLC
RIANew York, NY
AUM $320MTEAM 21REPS 3
Wealthview Capital, LLC
RIAJackson, MS
AUM $319MTEAM 9REPS 5
Arroyo Investment Group, LLC
RIAPasadena, CA
AUM $319MTEAM 8REPS 8
Optivest, Inc.
RIASan Juan Capastrano, CA
AUM $319MTEAM 4REPS 3
Hamilton Square Partners Management, LP
RIANew York, NY
AUM $319MTEAM 5REPS 2
Theory Financial
RIAFort Collins, CO
AUM $319MTEAM 3REPS 3
Promontory Financial Planning, LLC
RIAFarmington, UT
AUM $319MTEAM 12REPS 12
Remedium Capital Partners
RIAWest Palm Beach, FL
AUM $319MTEAM 1REPS 0
Valuewealth Services, LLC
RIAAnnapolis, MD
AUM $319MTEAM 4REPS 7
Antoine Williams & Associates Wealth Management, LLC
RIAShelburne, VT
AUM $319MTEAM 3REPS 2
Breen Wealth Management, LLC
RIAPetaluma, CA
AUM $319MTEAM 3REPS 3
Phillip B. White Co, Inc
RIASan Luis Obispo, CA
AUM $319MTEAM 2REPS 2
Investments & Financial Planning, LLC
RIALexington, KY
AUM $319MTEAM 6REPS 3
Goldentree Asset Management Credit Advisor LLC
RIANew York, NY
AUM $319MTEAM 320REPS 1
General Partner, Inc.
RIAAUM $318MTEAM 1REPS 1
Other AUM ranges
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