RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Ssb&T Wealth Management, LLC
RIAFredericksburg, TX
AUM $445MTEAM 6REPS 4
Lefavi Wealth Management
RIASalt Lake City , UT
AUM $445MTEAM 5REPS 3
Robinson Smith Wealth Advisors, LLC
RIASouth Portland, ME
AUM $445MTEAM 8REPS 5
Kenter Canyon Capital, LLC
RIAAUM $445MTEAM 1REPS 1
Flower City Capital LLC
RIAPittsford, NY
AUM $445MTEAM 9REPS 6
Westriver Management, LLC
RIASeattle, WA
AUM $444MTEAM 14REPS 1
Cornerstone Portfolio Research
RIAAUM $444MTEAM 8REPS 6
CM Investment Partners, LLC
RIANew York, NY
AUM $444MTEAM 14REPS 3
Carlisle Tax Credit Advisors
RIAAUM $444MTEAM 8REPS 2
Sage Residential Management LLC
RIAMorristown, NJ
AUM $444MTEAM 12REPS 4
Noble Wealth Management P.B.C.
RIAGreenwood Village, CO
AUM $444MTEAM 5REPS 4
Credit Capital Investments
RIALivingston, NJ
AUM $444MTEAM 7REPS 2
Hamilton Capital Partners, LLC
RIAAtlanta, GA
AUM $444MTEAM 5REPS 2
Sumitomo Mitsui Ds Asset Management (Singapore) Pte. Ltd.
RIASingapore
AUM $444MTEAM 18REPS 5
O'Boyle Wealth Management, Inc.
RIABeverly Hills, CA
AUM $444MTEAM 5REPS 5
Carolina Qualified Retirement Plan Advisers, LLC
RIAAUM $444MTEAM 1REPS 1
Social Leverage Advisors, LLC
RIAScottsdale, AZ
AUM $444MTEAM 7REPS 4
Pavion Blue Capital, LLC
RIANewport Beach, CA
AUM $444MTEAM 4REPS 2
Lumbard & Kellner, LLC
RIAHollis, NH
AUM $444MTEAM 4REPS 5
Stone Summit Wealth LLC
RIAAUM $444MTEAM 3REPS 3
Candace Shira Associates, LLC
RIAPittsford, NY
AUM $443MTEAM 4REPS 4
Hedgeye Asset Management, LLC
RIAStamford, CT
AUM $443MTEAM 10REPS 8
Bright Road Wealth Management, LLC
RIAAnchorage, AK
AUM $443MTEAM 13REPS 11
Financial Freedom
RIACincinnati, OH
AUM $443MTEAM 4REPS 3
Other AUM ranges
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