RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Aetos Capital Real Estate
RIAGreenwich, CT
AUM $190MTEAM 14REPS 2
Signet Private Wealth, LLC
RIAChicago, IL
AUM $190MTEAM 4REPS 4
Financial Independence Advisors, LLC
RIAJacksonville, FL
AUM $190MTEAM 8REPS 9
Calvert Wealth Management, Inc.
RIADunkirk, MD
AUM $190MTEAM 4REPS 3
OM Advisers LP
RIASummit, NJ
AUM $189MTEAM 1REPS 1
Solutions 4 Wealth
RIASouthlake, TX
AUM $189MTEAM 5REPS 5
Xception Family Office
RIASandy Springs, GA
AUM $189MTEAM 5REPS 3
Procure ETFs
RIAAUM $189MTEAM 3REPS 4
Daytona Street Capital
RIASaint Louis, MO
AUM $189MTEAM 6REPS 4
Odyssey Capital Advisors Inc.
RIABala Cynwyd, PA
AUM $189MTEAM 5REPS 6
Financial Strategies Group
RIAFargo, ND
AUM $189MTEAM 10REPS 5
Bluerock Credit Fund Advisor, LLC
RIANew York, NY
AUM $189MTEAM 11REPS 3
Hara Capital LLC
RIAAUM $189MTEAM 1REPS 1
Argosy-Lionbridge Management, LLC
RIAWayne, PA
AUM $189MTEAM 6REPS 4
CFS Wealth Management
RIAMacon, GA
AUM $189MTEAM 3REPS 3
Elm3 Financial Group, LLC
RIAAlpharetta, GA
AUM $189MTEAM 6REPS 3
Ridgeline Wealth Advisors, LLC
RIARaleigh, NC
AUM $189MTEAM 7REPS 4
Public Equity Partners
RIAAUM $189MTEAM 1REPS 1
Bledsoe Asset Management, LLC
RIAPhoenix, AZ
AUM $189MTEAM 5REPS 6
Hamilton Manor & Associates
RIALa Jolla, CA
AUM $189MTEAM 5REPS 2
KRS Capital Management, LLC
RIABloomfield Hills, MI
AUM $189MTEAM 2REPS 1
Portola Creek Capital
RIAMenlo Park, CA
AUM $189MTEAM 1REPS 1
Azarias Capital Management, L.P.
RIAWest Chester, PA
AUM $189MTEAM 6REPS 8
Seed Wealth Management, Inc.
RIAAUM $189MTEAM 2REPS 1
Other AUM ranges
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