RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Ridgeback Capital Management
RIABellaire, TX
AUM $171MTEAM 3REPS 2
White Hat Capital Partners LP
RIANew York, NY
AUM $171MTEAM 6REPS 1
Prophet Equity Management II LLC
RIASouthlake, TX
AUM $171MTEAM 8REPS 2
Kennon-Green & Co
RIANew Albany, OH
AUM $171MTEAM 4REPS 3
Assabet Advisors, LLC
RIAHolden, MA
AUM $171MTEAM 3REPS 3
Granada Wealth Management, LLC
RIADavidson, NC
AUM $171MTEAM 1REPS 1
Hoover Private Wealth, LLC
RIARoyal Oak, MI
AUM $171MTEAM 6REPS 2
TAM Financial Advisors, LLC
RIAAUM $171MTEAM 1REPS 1
Genesis Financial Group, LLC
RIAParamus, NJ
AUM $171MTEAM 2REPS 1
R.J. Cloud Advisors & Company
RIABixby, OK
AUM $171MTEAM 3REPS 3
Intentional Wealth Strategies
RIAColorado Springs, CO
AUM $171MTEAM 4REPS 3
Littlejohn Financial Services Inc
RIARoseburg, OR
AUM $171MTEAM 8REPS 4
Entruity Wealth, LLC
RIABakersfield, CA
AUM $171MTEAM 4REPS 3
Wilhelm Financial Services, Pllc
RIAAUM $171MTEAM 1REPS 1
Donald W. Nicholson & Associates Ltd
RIAWilmington, DE
AUM $171MTEAM 5REPS 4
Prairie View Wealth Partners LLC
RIASioux Falls, SD
AUM $171MTEAM 3REPS 3
Cain Capital Management, LP
RIADallas, TX
AUM $171MTEAM 4REPS 3
Wilsquare Capital LLC
RIASaint Louis, MO
AUM $171MTEAM 10REPS 3
Harbor Ithaka
RIAAventura, FL
AUM $171MTEAM 7REPS 3
Hayden Harper Wealth Advisory, LLC
RIACharlotte, NC
AUM $171MTEAM 7REPS 4
Hegarty Advisors, LLC
RIAGarden City, NY
AUM $171MTEAM 2REPS 2
PEB Capital Management LLC
RIAColumbus, OH
AUM $171MTEAM 3REPS 3
Yandell Investments, LLC
RIAOrlando, FL
AUM $171MTEAM 2REPS 2
Cohesion Wealth Management, LLC
RIABroomfield, CO
AUM $171MTEAM 5REPS 5
Other AUM ranges
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