RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Perella Weinberg Partners Capital Management LP
RIANew York, NY
AUM $238MTEAM 7REPS 2
Strategic Wealth Capital
RIASan Francisco, CA
AUM $238MTEAM 5REPS 3
PF Advisors
RIAChadds Ford, PA
AUM $238MTEAM 1REPS 1
Sequoia Wealth Management Group
RIAAUM $238MTEAM 3REPS 1
Broadmark Asset Management LLC
RIADallas, TX
AUM $238MTEAM 3REPS 6
Goldenstone Wealth Management
RIAEl Dorado Hills, CA
AUM $238MTEAM 2REPS 2
Sector Analysts LLC
RIAAllentown, PA
AUM $238MTEAM 4REPS 2
Graphene Capital Management LP
RIANew York, NY
AUM $238MTEAM 9REPS 3
Alexander Capital Wealth Management LLC
RIARed Bank, NJ
AUM $238MTEAM 36REPS 39
Rachor Investment Advisory Services, LLC
RIALinden, MI
AUM $238MTEAM 16REPS 4
Kelley Investments
RIAAUM $238MTEAM 3REPS 3
3j Capital
RIASao Paulo
AUM $238MTEAM 5REPS 5
Golden Road Advisors LLC
RIATampa, FL
AUM $238MTEAM 4REPS 3
Quest 10 Wealth Builders, Inc.
RIAFuquay Varina, NC
AUM $238MTEAM 8REPS 5
Fortune 45, LLC
RIAGonzales, LA
AUM $238MTEAM 5REPS 3
GSA Capital Partners (New York) LP
RIANew York, NY
AUM $238MTEAM 5REPS 2
Lighthouse Wealth Management, Inc.
RIAAshland, OH
AUM $238MTEAM 5REPS 5
Carlsbad Wealth Advisory Group, Inc.
RIACarlsbad, CA
AUM $238MTEAM 4REPS 3
Montcalm Tcr LLC
RIAPresidio, CA
AUM $238MTEAM 4REPS 2
Cohen & Company Financial Management, LLC
RIANew York, NY
AUM $237MTEAM 29REPS 4
Everest Wealth Management
RIALeawood, KS
AUM $237MTEAM 2REPS 1
Leicht Financial Planning And Wealth Management
RIAParsippany, NJ
AUM $237MTEAM 5REPS 1
Capital Financial Group, Inc.
RIALittleton, CO
AUM $237MTEAM 5REPS 4
Redemption Capital
RIAMidland, TX
AUM $237MTEAM 4REPS 2
Other AUM ranges
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