RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Alpha Financial Advisors, LLC
RIAMclean, VA
AUM $218MTEAM 7REPS 5
Butler Hall Capital LLC
RIALos Angeles, CA
AUM $218MTEAM 2REPS 1
Piper Heartland Healthcare Capital, LLC
RIAMinneapolis, MN
AUM $218MTEAM 16REPS 4
Irth Capital Management, LP
RIANew York, NY
AUM $218MTEAM 8REPS 3
Strategic Asset Management LLC
RIARochester, MN
AUM $218MTEAM 11REPS 12
Highpass Asset Management LLC
RIADenver, CO
AUM $218MTEAM 2REPS 2
Integrated Wealthcare, LLC
RIADurham, NC
AUM $218MTEAM 11REPS 3
Manuka Financial
RIAAUM $218MTEAM 2REPS 2
Sahara Investment Group
RIALas Vegas, NV
AUM $218MTEAM 15REPS 4
Rockbridge Asset Management, LLC
RIAAlexandria, VA
AUM $218MTEAM 4REPS 2
Allstreet Capital LLC
RIALos Angeles, CA
AUM $218MTEAM 3REPS 2
Jackson Hill Advisors, LLC
RIAHouston, TX
AUM $218MTEAM 3REPS 2
Ironclad Investments LLC
RIAMaitland, FL
AUM $218MTEAM 2REPS 1
Madden Funds Management
RIAOak Park, IL
AUM $218MTEAM 3REPS 2
Arrow Wealth Advisory LLC
RIAAUM $218MTEAM 1REPS 1
Oppvest, LLC
RIANew York, NY
AUM $218MTEAM 5REPS 2
Dobson Asset Management
RIAPetaluma, CA
AUM $218MTEAM 3REPS 3
Cedrus Wealth Group
RIAAndover, MN
AUM $218MTEAM 7REPS 6
Prescott Advisors, LLC
RIADallas, TX
AUM $218MTEAM 21REPS 4
Enspyre Wealth Advisors, Inc.
RIAWoodbury, MN
AUM $218MTEAM 3REPS 1
Other AUM ranges
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