RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Plus Capital
RIAVenice, CA
AUM $294MTEAM 9REPS 4
Generative Investment Partners LP
RIAGreenwich, CT
AUM $294MTEAM 4REPS 3
Sherwood Financial Partners, LLC
RIAWestlake Village, CA
AUM $294MTEAM 6REPS 3
Project Level Management Company, LLC
RIAChicago, IL
AUM $294MTEAM 50REPS 9
Resolute Wealth Advisor, Inc.
RIAFindlay, OH
AUM $294MTEAM 4REPS 3
Nuclo Wealth
RIAHouston, TX
AUM $294MTEAM 8REPS 4
Copperplate Capital LLC
RIAMenlo Park, CA
AUM $294MTEAM 2REPS 2
Nextgen Growth Partners, LLC
RIAChicago, IL
AUM $294MTEAM 15REPS 1
Newmile Capital LLC
RIAAUM $294MTEAM 5REPS 3
Enright, Mollin, Cascio & Ramusevic, Inc.
RIAElmhurst, NY
AUM $294MTEAM 3REPS 3
Private Portfolios, Inc.
RIASan Mateo, CA
AUM $293MTEAM 3REPS 3
Trademark Financial Management, LLC
RIAMinneapolis, MN
AUM $293MTEAM 5REPS 3
Tate Private Wealth Advisers
RIASacramento, CA
AUM $293MTEAM 4REPS 1
Fiduciary Financial Partners, LLC
RIANaperville, IL
AUM $293MTEAM 6REPS 5
Pelkonen And Associates LLC
RIAMelville, NY
AUM $293MTEAM 4REPS 3
Greenwich Advisors, LLC
RIAAUM $293MTEAM 4REPS 5
Masterton Capital Management, LP
RIANew York, NY
AUM $293MTEAM 3REPS 2
MFA Wealth Services
RIAThousand Oaks, CA
AUM $293MTEAM 3REPS 2
22v Asset Management
RIANew York, NY
AUM $293MTEAM 11REPS 4
Blueprint Partners LLC
RIATraverse City, MI
AUM $293MTEAM 4REPS 3
Kilterhowling LLC
RIABoulder, CO
AUM $293MTEAM 4REPS 4
Renaissance Venture Capital Management, Inc.
RIAAnn Arbor, MI
AUM $293MTEAM 4REPS 4
Hemming& Wealth Management, Inc.
RIATraverse City, MI
AUM $293MTEAM 9REPS 4
Whitebark Investors
RIAIncline Village, NV
AUM $292MTEAM 6REPS 3
Other AUM ranges
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