RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Arka Capital A.M. Ltd
RIAAUM $264MTEAM 1REPS 1
Welch Investment Group, LLC
RIAGrants Pass, OR
AUM $264MTEAM 3REPS 2
Bankplus Wealth Advisors
RIAJackson, MS
AUM $264MTEAM 19REPS 14
Guidestream Financial, Inc.
RIASpring Arbor, MI
AUM $263MTEAM 9REPS 19
Myecfo
RIAAUM $263MTEAM 6REPS 5
Chokshi & Queen Wealth Advisors
RIASan Diego, CA
AUM $263MTEAM 4REPS 4
Harmony Point Wealth Advisors, Inc.
RIAIrvine, CA
AUM $263MTEAM 2REPS 2
Millbank Dartmoor Portsmouth LLC
RIAAsheville, NC
AUM $263MTEAM 3REPS 3
Gallagher Capital Advisors, LLC
RIAAUM $263MTEAM 1REPS 1
Crestwood Capital Management, L.P.
RIANew York, NY
AUM $263MTEAM 4REPS 2
JC Capital Advisors Group LLC
RIAStamford, CT
AUM $263MTEAM 2REPS 2
Cibra Capital LLC
RIAAUM $263MTEAM 3REPS 3
Coastal Investment Company, LLC
RIAWinter Park, FL
AUM $263MTEAM 9REPS 4
Lewis & Clark Partners, LLC
RIASaint Louis, MO
AUM $263MTEAM 25REPS 6
Nerdwallet Wealth Partners, LLC
RIANew York, NY
AUM $263MTEAM 23REPS 17
Redwood Financial Network
RIASolon, OH
AUM $263MTEAM 11REPS 8
Semus Wealth Partners, LLC
RIABoca Raton, FL
AUM $263MTEAM 3REPS 1
Salus Financial Advisors
RIAAUM $263MTEAM 5REPS 5
Newport Wealth Advisors, Inc.
RIANewport Beach, CA
AUM $263MTEAM 8REPS 6
KWK Management LLC
RIAHouston, TX
AUM $263MTEAM 7REPS 4
Tamalpais Asset Management
RIALarkspur, CA
AUM $263MTEAM 4REPS 4
Empery Asset Management, LP
RIANew York, NY
AUM $262MTEAM 6REPS 2
Waterstone Financial Advisory LLC
RIAFort Myers, FL
AUM $262MTEAM 5REPS 3
Stark Wealth Management LLC
RIABethlehem, PA
AUM $262MTEAM 4REPS 6
Other AUM ranges
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