RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Square Nine Capital, LP
RIALos Angeles, CA
AUM $181MTEAM 6REPS 4
Atmos Advisory, LLC
RIAPittsburgh, PA
AUM $181MTEAM 4REPS 4
Cornerstone Investment Advisors, LLC
RIABoulder, CO
AUM $181MTEAM 2REPS 2
Richard Bernstein Advisors LLC
RIANew York, NY
AUM $181MTEAM 28REPS 8
Saperston Legacy Advisors, Inc.
RIAHamburg, NY
AUM $181MTEAM 5REPS 5
Ellis Financial Planning
RIAClarksville, TN
AUM $181MTEAM 7REPS 5
Horowitz & Company, Inc.
RIAFort Lauderdale, FL
AUM $181MTEAM 2REPS 2
Richard Brothers, Financial Advisors
RIASouth Portland, ME
AUM $181MTEAM 10REPS 6
Alpine Woods Capital Investors, LLC
RIAPurchase, NY
AUM $181MTEAM 12REPS 5
Pereon Wealth LLC
RIAAUM $181MTEAM 7REPS 1
Integrity Capital Management
RIAKingsport, TN
AUM $181MTEAM 4REPS 4
Consortium Brand Partners, LLC
RIAAUM $181MTEAM 4REPS 3
CYR Financial Inc.
RIAHennepin, IL
AUM $181MTEAM 9REPS 5
Broad Reach Capital LLC
RIARaleigh, NC
AUM $180MTEAM 4REPS 3
Roxbury Financial
RIAMount Arlington, NJ
AUM $180MTEAM 3REPS 2
Woloshin Investment Management, LLC
RIAMedford, NJ
AUM $180MTEAM 3REPS 3
Vera Lake Capital, LLC
RIAEdina, MN
AUM $180MTEAM 3REPS 2
Steven G. Blum and Associates, LLC
RIASwarthmore, PA
AUM $180MTEAM 3REPS 2
Lander & Associates Inc
RIAAUM $180MTEAM 1REPS 3
Wacker & Associates, Inc.
RIAJackson, MN
AUM $180MTEAM 4REPS 3
Lewis Capital Management
RIABeverly Hills, CA
AUM $180MTEAM 1REPS 2
Cintrifuse Capital
RIACincinnati, OH
AUM $180MTEAM 8REPS 3
Fleisher, Martin
RIAAUM $180MTEAM 1REPS 1
Versa Capital
RIAPhiladelphia, PA
AUM $180MTEAM 3REPS 2
Other AUM ranges
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