RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Sustainable Advisors Alliance LLC
RIATulsa, OK
AUM $235MTEAM 8REPS 9
Tevis Investment Management, LLC
RIAPlano, TX
AUM $235MTEAM 1REPS 1
Watercolor Financial
RIAAustin, TX
AUM $235MTEAM 3REPS 3
Peak Investment Advisors, Inc.
RIAColorado Springs, CO
AUM $235MTEAM 2REPS 2
Crescent Park Management, L.P.
RIAAUM $234MTEAM 2REPS 1
Plan To Prosper Wealth Management
RIAOrmond Beach, FL
AUM $234MTEAM 4REPS 2
Reef Investment Management LLC
RIALehi, UT
AUM $234MTEAM 13REPS 2
Equanimity Financial Partners
RIAPasadena, CA
AUM $234MTEAM 4REPS 2
Rademacher Financial, Inc.
RIALawrence, KS
AUM $234MTEAM 6REPS 6
Belleair Asset Management, LLC
RIABelleair Bluffs, FL
AUM $234MTEAM 4REPS 3
Primestor Investment Management, LLC
RIACulver City, CA
AUM $234MTEAM 51REPS 6
Capital Management Advisor Group, LLC
RIAWalnut Creek, CA
AUM $234MTEAM 3REPS 1
ST. Louis Financial Planners Asset Management, LLC
RIAChesterfield, MO
AUM $234MTEAM 2REPS 3
Legacy Planning Advisors, LLC
RIASuwanee, GA
AUM $234MTEAM 8REPS 6
Bonfire Financial, LLC
RIAColorado Springs, CO
AUM $234MTEAM 4REPS 3
Delta Financial Advisors, Inc
RIAKensington, MD
AUM $234MTEAM 10REPS 5
Daviman Financial, LLC
RIAAUM $234MTEAM 6REPS 3
RPM Capital Partners, LLC
RIANew York, NY
AUM $234MTEAM 6REPS 4
Sivik Global Healthcare, LLC
RIAAUM $234MTEAM 3REPS 2
Helium Advisors LLC
RIAVancouver, WA
AUM $234MTEAM 7REPS 7
Atlas Wealth Partners LLC
RIAWyomissing, PA
AUM $234MTEAM 3REPS 2
New China Capital Management Corp.
RIAStamford, CT
AUM $234MTEAM 4REPS 3
Fountain Square Asset Management
RIACincinnati, OH
AUM $234MTEAM 5REPS 4
The Aranda Group Advisors, LLC
RIAJenkintown, PA
AUM $234MTEAM 8REPS 4
Other AUM ranges
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