RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
APS Investment Management Group
RIAJackson, CA
AUM $197MTEAM 2REPS 2
Osprey Capital Management Corp.
RIAMiami Beach, FL
AUM $197MTEAM 1REPS 1
L Capital, LLC
RIAWindsor, CA
AUM $197MTEAM 3REPS 2
Davis Wealth Advisors
RIASalem, NH
AUM $197MTEAM 6REPS 4
Concordia Wealth Management, LLC
RIAConcord, MA
AUM $197MTEAM 4REPS 2
Keefer Pension Consulting, Inc.
RIAEl Segundo, CA
AUM $197MTEAM 1REPS 1
Schwallier Wealth Management
RIAGrand Rapids, MI
AUM $197MTEAM 3REPS 3
Bireme Capital, LLC
RIARockville, MD
AUM $197MTEAM 2REPS 3
Reciprocal Venture Management, L.L.C.
RIANew York, NY
AUM $197MTEAM 5REPS 2
REI Wealth Management
RIAAUM $197MTEAM 2REPS 1
RLH Capital, LLC
RIAAUM $197MTEAM 1REPS 1
Bradley Wealth LLC
RIAScottsdale, AZ
AUM $197MTEAM 5REPS 3
Connor Capital Sb, LLC
RIASanta Barbara, CA
AUM $197MTEAM 4REPS 3
The Bendix Financial Group, Inc.
RIAGarden City, NY
AUM $197MTEAM 4REPS 3
Certified Planners, Inc.
RIASan Ramon, CA
AUM $197MTEAM 2REPS 2
Springhouse Capital Management, LP
RIAAUM $197MTEAM 2REPS 1
Kingdom Legacy Advisors
RIAAUM $197MTEAM 5REPS 2
Avant Financial Advisors
RIAAustin, TX
AUM $196MTEAM 5REPS 2
Friedenthal Financial, LLC
RIAMarlton, NJ
AUM $196MTEAM 4REPS 4
Round2 Investment Partners LLC
RIANew York, NY
AUM $196MTEAM 6REPS 3
Grand Central Investment Group, LLC
RIATampa, FL
AUM $196MTEAM 5REPS 3
Amphora Wealth Management, LLC
RIAChapel Hill, NC
AUM $196MTEAM 3REPS 3
Reyes Financial Architecture Inc.
RIASan Diego, CA
AUM $196MTEAM 5REPS 5
Smith Partners Wealth Management, LLC
RIAGreensboro, NC
AUM $196MTEAM 4REPS 3
Other AUM ranges
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