RIAs: $100M – $500M AUM
7,832 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 4
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
Clientfirst Wealth Management, LLC
RIALittle Rock, AR
AUM $303MTEAM 4REPS 2
Albanyadvisor Group LLC
RIAAlbany, NY
AUM $303MTEAM 6REPS 5
Breakwater Investment Management
RIASeattle, WA
AUM $303MTEAM 4REPS 3
Alethea Capital Management, LLC
RIAAUM $303MTEAM 4REPS 2
Unconventional Investor, LLC
RIAAUM $303MTEAM 2REPS 2
Harbour Point Capital
RIADarien, CT
AUM $302MTEAM 4REPS 2
Summit Group Retirement Planners, Inc.
RIAExton, PA
AUM $302MTEAM 4REPS 3
Cypress Investment Management, LLC
RIAOakbrook Terrace, IL
AUM $302MTEAM 6REPS 3
FAI Advisors, Inc.
RIAFarmington Hills, MI
AUM $302MTEAM 11REPS 5
Core Financial
RIAEl Segundo, CA
AUM $302MTEAM 5REPS 3
Other AUM ranges
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