RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Power Innovation Partners, L.P.
RIANew York, NY
AUM $289MTEAM 8REPS 1
Greenhouse Wealth Management, LLC
RIAWestport, CT
AUM $289MTEAM 2REPS 1
Acadia Infrastructure Capital LP
RIANew York, NY
AUM $289MTEAM 11REPS 2
Yellowstone Capital Partners
RIAGainesville, FL
AUM $289MTEAM 2REPS 1
Philip Vongontard, Cfa, LLC
RIASaint Louis, MO
AUM $289MTEAM 1REPS 1
GF Capital Asset Advisors, LLC
RIANew York, NY
AUM $288MTEAM 8REPS 5
Financial Guidance Group, Inc.
RIAAUM $288MTEAM 5REPS 3
Oak Harbor Wealth Partners
RIAAUM $288MTEAM 4REPS 3
Ridgepost Capital Advisors, LLC
RIADallas, TX
AUM $288MTEAM 10REPS 3
Traction Financial Partners
RIAEncampment, WY
AUM $288MTEAM 9REPS 7
Worth Asset Management
RIADallas, TX
AUM $288MTEAM 12REPS 12
Echo Wealth Management, LLC
RIAPlymouth, MN
AUM $288MTEAM 5REPS 2
Innova Wealth Partners, LLC
RIANewtown, PA
AUM $288MTEAM 6REPS 6
Kanani Advisory Group Inc.
RIAIrvine, CA
AUM $288MTEAM 8REPS 5
Moelis Asset Catalyst Partners
RIASaint Louis, MO
AUM $288MTEAM 4REPS 4
Financial Independence, LLC
RIAWarwick, RI
AUM $288MTEAM 7REPS 4
Capital Cities Investments
RIAIndianapolis, IN
AUM $288MTEAM 16REPS 14
Optivise Advisory Services LLC
RIAFranklin, TN
AUM $288MTEAM 25REPS 23
Factorpoint Planning, LLC
RIAPittsford, NY
AUM $288MTEAM 3REPS 3
Southwest Money Management Inc
RIAAUM $288MTEAM 2REPS 1
Grand Central Music
RIAAUM $288MTEAM 4REPS 4
Liquid Capital Management LLC
RIALos Angeles, CA
AUM $288MTEAM 4REPS 3
Broadlight Capital Management, LLC
RIAGreenwich, CT
AUM $288MTEAM 8REPS 4
One Wealth Map, LLC
RIALas Vegas, NV
AUM $287MTEAM 9REPS 6
Other AUM ranges
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