RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Sackett Wealth Advisors, Inc.
RIABrea, CA
AUM $212MTEAM 5REPS 3
Coastwise Capital Group, LLC
RIALa Jolla, CA
AUM $212MTEAM 4REPS 4
Altius Financial, Inc.
RIADenver, CO
AUM $212MTEAM 3REPS 2
Excolere Equity Partners, LLC
RIALos Angeles, CA
AUM $212MTEAM 10REPS 3
Patrick Mauro Investment Advisor, Inc.
RIAAUM $212MTEAM 4REPS 4
Madrid Wealth Management
RIAAlbuquerque, NM
AUM $212MTEAM 4REPS 5
JH Advisors
RIASalem, OR
AUM $212MTEAM 4REPS 2
Bravias Financial
RIAIselin, NJ
AUM $212MTEAM 12REPS 6
Buchanan Wealth Management
RIAReston, VA
AUM $212MTEAM 4REPS 2
OAC Capital Advisors LLC
RIAAUM $212MTEAM 5REPS 5
JMC Management, LLC
RIABoston, MA
AUM $212MTEAM 3REPS 2
Itrust Asset Management, LLC
RIALexington, KY
AUM $212MTEAM 4REPS 3
Orca Investment Management, LLC
RIALake Oswego, OR
AUM $212MTEAM 7REPS 10
Rossjohnson & Associates, LLC
RIAPlymouth, MN
AUM $212MTEAM 4REPS 3
Diamant Asset Management, Inc.
RIARidgefield, CT
AUM $212MTEAM 3REPS 4
KRM Financial Planning & Wealth Management, LLC
RIASt Charles, IL
AUM $211MTEAM 3REPS 1
Regatta Research & Money Management L.L.C.
RIAMetairie, LA
AUM $211MTEAM 8REPS 7
Virtue Asset Management LLC
RIABarrington, IL
AUM $211MTEAM 3REPS 3
Skylark Private Equity Partners, LP
RIADallas, TX
AUM $211MTEAM 7REPS 3
Blue Summit Wealth Management
RIASan Diego, CA
AUM $211MTEAM 2REPS 2
Centric Advisors, LLC
RIACypress, TX
AUM $211MTEAM 11REPS 5
Financial Rounds
RIABlue Ash, OH
AUM $211MTEAM 8REPS 5
Callaway Capital Management, LLC
RIANashville, TN
AUM $211MTEAM 4REPS 1
Peltoma Capital Partners
RIAAUM $211MTEAM 3REPS 3
Other AUM ranges
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