RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Copper Leaf Financial, LLC
RIAWilliston, VT
AUM $220MTEAM 4REPS 5
Newbridge Wealth Management
RIABryn Mawr, PA
AUM $220MTEAM 3REPS 3
Skyoak Capital, Inc.
RIALas Vegas, NV
AUM $219MTEAM 5REPS 3
Slocum, Gordon & Co LLP
RIANewport, RI
AUM $219MTEAM 5REPS 3
Robert Stephen Capital Management LLC
RIATulsa, OK
AUM $219MTEAM 5REPS 5
Motiv8 Investments LLC
RIAPort Saint Lucie, FL
AUM $219MTEAM 21REPS 11
Four Quadrant Wealth Advisors, Inc.
RIACarmel, IN
AUM $219MTEAM 34REPS 8
Forteris Wealth Management, Inc.
RIAArmonk, NY
AUM $219MTEAM 3REPS 2
Ally Bridge Group (Ny) LLC
RIANew York, NY
AUM $219MTEAM 7REPS 3
Romain Walsh Clerou Professional Investment Mgmt
RIAAUM $219MTEAM 1REPS 1
EMC Capital Management, LLC
RIAHouston, TX
AUM $219MTEAM 1REPS 4
SAN Blas Advisory, Inc.
RIAAtlanta, GA
AUM $219MTEAM 13REPS 13
Vaughan And Company Securities, Inc.
RIARidgewood, NJ
AUM $219MTEAM 6REPS 3
E-Wealth Partners
RIAMinnetonka, MN
AUM $219MTEAM 5REPS 5
Christian Financial Advisors
RIANew Braunfels, TX
AUM $219MTEAM 9REPS 5
Foster & Wood, Inc.
RIALake Oswego, OR
AUM $219MTEAM 3REPS 3
Capital Consulting & Asset Management
RIALincoln, NE
AUM $219MTEAM 8REPS 3
Griffith & Werner, Inc.
RIACanton, GA
AUM $219MTEAM 4REPS 5
Strategic Planning Group, Inc.
RIAWellesley, MA
AUM $219MTEAM 3REPS 2
Miami Valley Portfolio Management Inc
RIABrookville, OH
AUM $219MTEAM 5REPS 4
Park Square Financial Group LLC
RIARoswell, GA
AUM $219MTEAM 5REPS 5
CSC Upshot Ventures Management, LLC
RIAPalo Alto, CA
AUM $219MTEAM 3REPS 4
Ripple Effect Asset Management LP
RIANew York, NY
AUM $218MTEAM 8REPS 2
Great Hill Advisory
RIAPort Washington, NY
AUM $218MTEAM 8REPS 1
Other AUM ranges
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