RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Beacon Capital Advisory Group
RIACharlotte, NC
AUM $224MTEAM 4REPS 2
Noble Wealth Management, Inc.
RIANewport Beach, CA
AUM $223MTEAM 6REPS 3
Valley Brook Capital Group
RIAVenetia, PA
AUM $223MTEAM 6REPS 6
Branson Frank A Inc
RIAPalo Alto, CA
AUM $223MTEAM 1REPS 2
Wincap Financial LLC
RIABoston, MA
AUM $223MTEAM 7REPS 7
Spring Capital Management
RIAAmarillo, TX
AUM $223MTEAM 2REPS 3
Essential Investment Partners, LLC
RIAEnglewood, CO
AUM $223MTEAM 3REPS 3
Whalen Financial
RIALas Vegas, NV
AUM $223MTEAM 10REPS 5
Tortuga Wealth Management
RIATorrance, CA
AUM $223MTEAM 4REPS 4
Three Peaks Capital Management, LLC
RIACastle Rock, CO
AUM $223MTEAM 5REPS 3
PGP Advisors, LLC
RIAKetchum, ID
AUM $223MTEAM 10REPS 3
Davinci Financial Designs
RIAColumbia, SC
AUM $223MTEAM 5REPS 5
Carey Wealth Management
RIASan Ramon, CA
AUM $223MTEAM 3REPS 2
Aldebaran Financial Inc
RIAKingsport, TN
AUM $223MTEAM 8REPS 4
Sharpepoint, LLC
RIAPhoenix, AZ
AUM $223MTEAM 5REPS 3
Crossgen Wealth LLC
RIAGreenville, NC
AUM $223MTEAM 3REPS 3
Milestones Private Investment Advisors LLC
RIAFairport, NY
AUM $223MTEAM 3REPS 2
Innealta Capital
RIAAUM $222MTEAM 4REPS 4
RWM Capital, LLC
RIASugar Land, TX
AUM $222MTEAM 63REPS 12
KMT Wealth Management, LLC
RIAHermosa Beach, CA
AUM $222MTEAM 1REPS 1
Capital Preservation Partners, Inc.
RIABronxville, NY
AUM $222MTEAM 3REPS 3
Kerusso Capital Management, LLC
RIAWinston Salem, NC
AUM $222MTEAM 3REPS 3
Flax Pond Capital, LLC
RIAAUM $222MTEAM 2REPS 3
Q Capital Solutions
RIAAUM $222MTEAM 2REPS 1
Other AUM ranges
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