RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Releve Financial Group
RIAScottsdale, AZ
AUM $256MTEAM 7REPS 4
Inceptiv
RIACulver City, CA
AUM $256MTEAM 7REPS 5
Cwci LLC
RIAWashington, DC
AUM $256MTEAM 5REPS 4
Sound Investment Management Inc
RIATualatin, OR
AUM $256MTEAM 4REPS 4
Meros Investment Management, LP
RIADallas, TX
AUM $255MTEAM 10REPS 5
SMP Asset Management, LLC
RIAAUM $255MTEAM 2REPS 2
International Private Wealth Advisors LLC
RIASan Diego, CA
AUM $255MTEAM 8REPS 3
Sorenson Impact Advisory
RIASalt Lake City , UT
AUM $255MTEAM 5REPS 2
Secured Retirement Advisors, LLC
RIASt Louis Park, MN
AUM $255MTEAM 6REPS 4
Garrison Murphy Wealth Management, LLC
RIAAUM $255MTEAM 2REPS 2
Pathwise
RIAWalnut Creek, CA
AUM $255MTEAM 4REPS 2
Grant Private Wealth Management
RIAPleasanton, CA
AUM $255MTEAM 5REPS 5
Acap Asset Management, Inc.
RIAStudio City, CA
AUM $255MTEAM 5REPS 5
KOA Wealth Management, LLC
RIAAUM $255MTEAM 6REPS 2
Modern Capital Advisors, LLC
RIARaleigh, NC
AUM $255MTEAM 19REPS 22
Ridge Creek Global, Inc.
RIAAUM $255MTEAM 4REPS 4
Game Plan Financial Advisors, LLC
RIAWestlake, OH
AUM $255MTEAM 5REPS 2
CAP Partners, LLC
RIAFranklin, TN
AUM $255MTEAM 12REPS 7
Hartmann Taylor Wealth Management, LLC
RIADallas, TX
AUM $255MTEAM 5REPS 1
Wasatch Investment Fund Manager, LLC
RIALogan, UT
AUM $255MTEAM 5REPS 2
Glenorchy Capital Limited
RIAAUM $254MTEAM 5REPS 2
Blacktower Financial Management (US) LLC
RIAOrlando, FL
AUM $254MTEAM 29REPS 28
O'Brien Investment Management, LLC
RIATorrance, CA
AUM $254MTEAM 3REPS 2
Westpark Wealth Advisors, Inc.
RIAHouston, TX
AUM $254MTEAM 25REPS 26
Other AUM ranges
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