RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
6th Street Advisors, LLC
RIADaphne, AL
AUM $257MTEAM 2REPS 3
Vienna Asset Management LLC
RIASaratoga, CA
AUM $257MTEAM 4REPS 1
Delarme Wealth Management, Inc.
RIAPalos Verdes Estates, CA
AUM $257MTEAM 3REPS 3
Avicene
RIANew York, NY
AUM $256MTEAM 5REPS 5
Estate & Trust Advisors
RIARiverwoods, IL
AUM $256MTEAM 6REPS 4
Tudor Financial, Inc.
RIADayton, OH
AUM $256MTEAM 6REPS 7
Zephyr Management, L.P.
RIANew York, NY
AUM $256MTEAM 22REPS 6
Argo Wealth Advisory, LLC
RIAMclean, VA
AUM $256MTEAM 2REPS 2
Richardson Financial Services
RIAMedway, MA
AUM $256MTEAM 6REPS 3
Alpha Advisors, LLC
RIARichmond, VA
AUM $256MTEAM 4REPS 4
Casilio Leitch Investments
RIAWalnut Creek, CA
AUM $256MTEAM 4REPS 2
Fairview Partners Investment Management LLC
RIASeattle, WA
AUM $256MTEAM 10REPS 4
Fairview Asset Management LLC
RIASan Juan, PR
AUM $256MTEAM 4REPS 3
Five Talents Financial Management Group LLC
RIAWest Des Moines, IA
AUM $256MTEAM 5REPS 5
Swbc Investment Company
RIASan Antonio, TX
AUM $256MTEAM 33REPS 19
Donald Smith, L.P.
RIANew York, NY
AUM $256MTEAM 11REPS 7
Sonoma West Advisors
RIAAUM $256MTEAM 1REPS 1
Certis Capital Management, Inc.
RIASanta Barbara, CA
AUM $256MTEAM 7REPS 3
Capital Z Asset Management, LLC
RIAAUM $256MTEAM 3REPS 3
Peakstone Financial Advisors
RIAChevy Chase, MD
AUM $256MTEAM 4REPS 2
Muirfield Wealth Advisors LLC
RIACharlotte, NC
AUM $256MTEAM 3REPS 2
Krusen Capital Management, LLC
RIAWest Palm Beach, FL
AUM $256MTEAM 2REPS 2
Winona Capital Management, LLC
RIAChicago, IL
AUM $256MTEAM 6REPS 4
Delaware Wealth Planners
RIAWilmington, DE
AUM $256MTEAM 4REPS 3
Other AUM ranges
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