RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Oakwood Capital, Inc.
RIASt Louis Park, MN
AUM $304MTEAM 20REPS 20
Codex Capital Asset Management, L.L.C.
RIAAUM $304MTEAM 1REPS 1
Professional Financial Management, Inc.
RIABozeman, MT
AUM $304MTEAM 2REPS 2
Thryve Wealth Management
RIASanta Barbara, CA
AUM $304MTEAM 9REPS 5
Coltrane Asset Management, L.P.
RIANew York, NY
AUM $304MTEAM 5REPS 2
Provider Financial, Inc.
RIACarmel, IN
AUM $304MTEAM 3REPS 2
Signature Resources Capital Management, LLC
RIANewport Beach, CA
AUM $304MTEAM 15REPS 17
Thrive Retirement Specialists
RIARoyal Oak, MI
AUM $304MTEAM 2REPS 2
GBC Investment Group
RIAAUM $304MTEAM 2REPS 1
Key Group Management, Inc.
RIAFountain Hills, AZ
AUM $304MTEAM 5REPS 8
Brightwater Advisory, LLC
RIATampa, FL
AUM $304MTEAM 5REPS 3
Guilbault Capital
RIAMetairie, LA
AUM $304MTEAM 3REPS 2
Ceera Investments, LLC
RIAAUM $304MTEAM 6REPS 1
Siddhi Capital, LLC
RIAMeridian, ID
AUM $304MTEAM 13REPS 5
Asia Pacific Financial Management Group, Inc.
RIAHagatna
AUM $304MTEAM 9REPS 5
Penney Financial
RIAHouston, TX
AUM $304MTEAM 3REPS 3
American Trust Investment Advisors, LLC
RIALebanon, NH
AUM $303MTEAM 4REPS 3
Campbell Capital Management Inc
RIASouth Miami, FL
AUM $303MTEAM 3REPS 1
Integrated Financial Solutions, Inc.
RIAReston, VA
AUM $303MTEAM 1REPS 1
Beckerman Wealth
RIAOcean Grove, NJ
AUM $303MTEAM 6REPS 5
Mission Value Partners, LLC
RIANashville, TN
AUM $303MTEAM 4REPS 2
The Operators Fund Investment Management, L.P.
RIANew York, NY
AUM $303MTEAM 4REPS 3
Abbot Financial Management, Inc
RIAAndover, MA
AUM $303MTEAM 4REPS 3
Clientfirst Wealth Management, LLC
RIALittle Rock, AR
AUM $303MTEAM 4REPS 2
Other AUM ranges
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