RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Sabrepoint Capital Management
RIADallas, TX
AUM $500MTEAM 5REPS 2
Stokes Capital Advisors, LLC
RIAGreenwood, SC
AUM $499MTEAM 2REPS 1
Greenstone Partners, LLC
RIALarkspur, CA
AUM $499MTEAM 5REPS 2
Elevated Capital Advisors, LLC
RIADraper, UT
AUM $499MTEAM 30REPS 21
EVT Financial Advisors
RIAZurich
AUM $499MTEAM 4REPS 3
Presidio Capital Management, LLC
RIASan Diego, CA
AUM $499MTEAM 14REPS 8
ACT Advisors
RIAAsheville, NC
AUM $499MTEAM 10REPS 5
Scientech Research LLC
RIAJersey City, NJ
AUM $499MTEAM 25REPS 3
Clark Financial Services Group, Inc.
RIAChesterfield, MO
AUM $499MTEAM 6REPS 6
Kahn Brothers Advisors LLC
RIANew York, NY
AUM $499MTEAM 6REPS 5
Blue Opal Capital, LLC
RIANew York, NY
AUM $499MTEAM 4REPS 2
Outrunner Capital, LLC
RIAAustin, TX
AUM $498MTEAM 4REPS 3
Hastings Equity Partners, LLC
RIABoston, MA
AUM $498MTEAM 13REPS 3
Jackson Financial Services, LLC
RIAMount Pleasant, SC
AUM $498MTEAM 3REPS 1
Ruedi Wealth Management, Inc.
RIAChampaign, IL
AUM $498MTEAM 5REPS 6
Pitzl Financial
RIAArden Hills, MN
AUM $498MTEAM 8REPS 6
Xcel Wealth Management, LLC
RIAHolly Hill, FL
AUM $498MTEAM 4REPS 3
Socorro Asset Management
RIADallas, TX
AUM $498MTEAM 6REPS 3
William Madison Advisors, Inc.
RIAAbilene, TX
AUM $498MTEAM 8REPS 3
Schmidt Financial Management
RIAKirkland, WA
AUM $498MTEAM 7REPS 3
Legeis Capital Advisors, LLC
RIAGreat Neck, NY
AUM $497MTEAM 1REPS 2
Eschler Asset Management LLP
RIALondon
AUM $497MTEAM 41REPS 3
Verdis Investment Management, LLC
RIAWest Conshohocken, PA
AUM $497MTEAM 11REPS 6
The Milwealth Group, LLC
RIAMilwaukee, WI
AUM $497MTEAM 8REPS 5
Other AUM ranges
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