RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Taylor Frigon Capital Management LLC
RIAScottsdale, AZ
AUM $233MTEAM 11REPS 7
Direct Financial Care
RIAAUM $233MTEAM 2REPS 2
Foundry Financial LLC
RIAPasadena, CA
AUM $233MTEAM 10REPS 7
New Capital Partners
RIABirmingham, AL
AUM $233MTEAM 8REPS 3
Mount Vernon Associates Inc
RIABaltimore, MD
AUM $233MTEAM 3REPS 2
Integrated Capital Management, Inc.
RIAJessup, PA
AUM $232MTEAM 7REPS 6
OT Management, LLC
RIABoston, MA
AUM $232MTEAM 4REPS 2
Bingham Private Wealth, LLC
RIASan Francisco, CA
AUM $232MTEAM 6REPS 2
Trimarc Wealth Management LLC
RIAAUM $232MTEAM 3REPS 1
KP Management LLC
RIAAUM $232MTEAM 2REPS 1
Millennium Capital Advisors, LLC
RIALittle Rock, AR
AUM $232MTEAM 3REPS 1
Reshape Wealth
RIABoca Raton, FL
AUM $232MTEAM 3REPS 1
Black Impact Group, LLC
RIALos Angeles, CA
AUM $232MTEAM 155REPS 4
Econ Wealth Management
RIAHarrisburg, PA
AUM $232MTEAM 7REPS 4
Timecapital Investor Advisory Services Inc
RIAPort Jefferson Station, NY
AUM $232MTEAM 2REPS 4
Chadler Investment Advisory Solutions, LLC
RIAFairfield, NJ
AUM $232MTEAM 3REPS 7
Shelter Rock Management, LLC
RIAJericho, NY
AUM $232MTEAM 6REPS 4
Conway Capital Management, Inc.
RIABurbank, CA
AUM $232MTEAM 1REPS 1
Crowdstreet Advisors, LLC
RIAAustin, TX
AUM $232MTEAM 11REPS 4
Piedmont Capital Management, LLC
RIAWhitefish, MT
AUM $232MTEAM 3REPS 2
Loudon Investment Management, LLC
RIAWest Lebanon, NH
AUM $232MTEAM 4REPS 4
Gradient Ridge Capital, L.P.
RIANorwalk, CT
AUM $232MTEAM 7REPS 3
Kingfish Capital Partners LLC
RIASouthlake, TX
AUM $232MTEAM 36REPS 3
Heisten Wrenn Private Wealth, LLC
RIAAnchorage, AK
AUM $232MTEAM 3REPS 2
Other AUM ranges
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