RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Claymore Capital Partners
RIACincinnati, OH
AUM $184MTEAM 5REPS 6
Shotwell Rutter Baer Inc
RIALansing, MI
AUM $184MTEAM 7REPS 5
Brazos Wealth Advisors LLC
RIAFort Worth, TX
AUM $184MTEAM 3REPS 2
Vincimus Capital, LLC
RIAMalibu, CA
AUM $184MTEAM 4REPS 6
Eagle Point Defensive Income Management LLC
RIAGreenwich, CT
AUM $184MTEAM 68REPS 4
Barden Capital Management, Inc.
RIAAUM $184MTEAM 3REPS 3
Sledge and Company Wealth Advisors
RIAHigh Point, NC
AUM $183MTEAM 4REPS 4
Open Door Investment Management Ltd.
RIASan Francisco, CA
AUM $183MTEAM 17REPS 4
Magnolia Wealth Management LLC
RIADothan, AL
AUM $183MTEAM 2REPS 2
Elevate Capital Advisors
RIAEagle, CO
AUM $183MTEAM 6REPS 5
Econologics Financial Advisors
RIALargo, FL
AUM $183MTEAM 18REPS 9
J.M. Arbour, LLC
RIAGardiner, ME
AUM $183MTEAM 12REPS 10
Sandy Morris Financial & Estate Planning Services, LLC
RIATampa, FL
AUM $183MTEAM 8REPS 4
Tide Cove Capital Partners LLC
RIAAUM $183MTEAM 2REPS 2
Miller, Gesko & Company Inc.
RIABuffalo, NY
AUM $183MTEAM 5REPS 5
Williamson Legacy Group, LLC
RIAAUM $183MTEAM 6REPS 6
Ives Hill Wealth Management
RIASyracuse, NY
AUM $183MTEAM 3REPS 3
Nardis Advisors LLC
RIAAUM $183MTEAM 6REPS 4
George M. Hiller Companies, LLC
RIAAtlanta, GA
AUM $183MTEAM 5REPS 5
Walton Financial
RIABirmingham, AL
AUM $183MTEAM 7REPS 3
Altamont Wealth Management, Inc.
RIALivermore, CA
AUM $183MTEAM 3REPS 1
Anchored Financial Planning LLC
RIAWest Deptford, NJ
AUM $183MTEAM 5REPS 3
OFC Wealth Management
RIAAUM $183MTEAM 2REPS 2
White Wing Wealth Management, LLC
RIAThe Woodlands, TX
AUM $183MTEAM 5REPS 2
Other AUM ranges
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