RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Willow Creek Capital Management, Inc.
RIAMissoula, MT
AUM $280MTEAM 4REPS 3
Fathom Point Capital LLC
RIASan Francisco, CA
AUM $280MTEAM 3REPS 2
Conquis Financial LLC
RIAMillbrae, CA
AUM $280MTEAM 2REPS 2
ARG Private Wealth, LLC
RIACincinnati, OH
AUM $280MTEAM 2REPS 4
Paladin Wealth Partners
RIAClive, IA
AUM $280MTEAM 3REPS 3
Faith Investor Services
RIAScottsdale, AZ
AUM $280MTEAM 10REPS 7
Creekside Capital, Inc.
RIAKnoxville, TN
AUM $280MTEAM 4REPS 2
Tandem Capital Management, Inc.
RIAWoodcliff Lake, NJ
AUM $280MTEAM 5REPS 6
Avatar Capital Management LLC
RIASeattle, WA
AUM $280MTEAM 3REPS 5
Goldstein Capital Corp.
RIAAUM $280MTEAM 2REPS 1
Members Wealth LLC
RIAMedia, PA
AUM $280MTEAM 9REPS 5
Nucleo Capital LtdA.
RIASao Paulo Sp
AUM $280MTEAM 12REPS 7
CRF Financial Group
RIAIndianapolis, IN
AUM $279MTEAM 1REPS 1
Higgins & Schmidt Wealth Strategies LLC
RIADenver, CO
AUM $279MTEAM 6REPS 4
Mosley Wealth Management, Inc.
RIAAnaheim, CA
AUM $279MTEAM 15REPS 13
American Financial & Tax Strategies, Inc.
RIANew York, NY
AUM $279MTEAM 1REPS 1
American Discovery Investment Advisors, LLC
RIALos Angeles, CA
AUM $279MTEAM 11REPS 9
Pathworks Financial, Inc.
RIANovi, MI
AUM $279MTEAM 8REPS 5
TSW Wealth Management
RIAFramingham, MA
AUM $279MTEAM 5REPS 2
Eureka Equity Partners
RIAPhiladelphia, PA
AUM $279MTEAM 10REPS 4
Kurv Investment Management LLC
RIASan Francisco, CA
AUM $279MTEAM 10REPS 3
Detterbeck Wealth Management
RIAPalatine, IL
AUM $279MTEAM 6REPS 3
Pontem Investment Management Company
RIAHouston, TX
AUM $279MTEAM 6REPS 4
Kintayl Capital LP
RIANew York, NY
AUM $279MTEAM 4REPS 2
Other AUM ranges
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