RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cosmos Wealth, LLC
RIALa Jolla, CA
AUM $191MTEAM 2REPS 5
Strategic Advisory Partners
RIAGreensboro, NC
AUM $191MTEAM 8REPS 5
Spinosa Wealth Management Group
RIAMandeville, LA
AUM $191MTEAM 3REPS 3
Variadic LLC
RIANew York, NY
AUM $191MTEAM 10REPS 3
Aravalli Capital Management LP
RIANew York, NY
AUM $191MTEAM 4REPS 3
Togwotee Cio
RIAAUM $191MTEAM 1REPS 1
Guardian Wealth Partners, LLC
RIANew York, NY
AUM $191MTEAM 75REPS 22
LB Partners LLC
RIACharlottesville, VA
AUM $191MTEAM 2REPS 2
Oceanside Advisors LLC
RIAMount Pleasant, SC
AUM $191MTEAM 5REPS 5
Anchor Capital
RIAAliso Viejo, CA
AUM $191MTEAM 3REPS 3
Investment Management Corporation
RIARoanoke, VA
AUM $191MTEAM 6REPS 3
High Plains Investment Advisors, Inc.
RIALubbock, TX
AUM $191MTEAM 2REPS 2
Forthright Family Wealth Advisory LLC
RIAHouston, TX
AUM $191MTEAM 2REPS 1
Enza Financial, LLC
RIAIndependence, OH
AUM $191MTEAM 5REPS 5
Columbia River Advisors
RIATacoma, WA
AUM $191MTEAM 6REPS 6
Apex Wealth Management, LLC
RIABedford, NH
AUM $191MTEAM 2REPS 2
M83 Investment Group, LLC
RIACalabasas, CA
AUM $191MTEAM 6REPS 4
Calumet Capital Partners LLC
RIAMiami, FL
AUM $191MTEAM 3REPS 2
Bowen Financial Services, LLC
RIAMidlothian, VA
AUM $191MTEAM 3REPS 3
DRH Investments, Inc.
RIAWestlake Village, CA
AUM $191MTEAM 4REPS 3
PSG Credit Gp, LLC
RIAColumbia, MD
AUM $191MTEAM 25REPS 7
D & G Advisory Group, L.L.C.
RIAAUM $191MTEAM 3REPS 2
Meyer Capital Management LLC
RIACincinnati, OH
AUM $191MTEAM 7REPS 4
LFG Wealth Partners, LLC
RIAElizabethtown, KY
AUM $191MTEAM 26REPS 11
Other AUM ranges
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