RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 3
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
Bellingrath Wealth Management, L.L.C.
RIANew Orleans, LA
AUM $196MTEAM 6REPS 2
Hummer Financial Advisory Services Inc
RIAAUM $196MTEAM 1REPS 1
Trueman Brown
RIALake Zurich, IL
AUM $196MTEAM 2REPS 1
Frazier Financial Consultants, LLC
RIAChapel Hill, NC
AUM $196MTEAM 3REPS 3
Monson Wealth Management LLC
RIAAUM $196MTEAM 1REPS 2
Golden Gate Personal Financial Planning
RIASan Francisco, CA
AUM $196MTEAM 1REPS 1
Hillman Capital Management Inc
RIABethesda, MD
AUM $196MTEAM 7REPS 4
Spice Expeditions, LP
RIAWestport, CT
AUM $196MTEAM 5REPS 2
Interactive Advisers, Interactive Advisors
RIALondon
AUM $196MTEAM 17REPS 5
J.K. Financial, Inc.
RIADallas, TX
AUM $196MTEAM 3REPS 2
J2 Capital Management, Inc.
RIATroy, MI
AUM $196MTEAM 2REPS 2
Balance Capital Partners L.P.
RIAMiami, FL
AUM $196MTEAM 3REPS 3
Other AUM ranges
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