RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Delos Capital Management, LP
RIANew York, NY
AUM $170MTEAM 12REPS 3
Stonekeep Investments, LLC
RIAAUM $170MTEAM 2REPS 2
Kensington Financial Group, Inc.
RIAWinston Salem, NC
AUM $170MTEAM 2REPS 4
Avise Financial
RIALos Angeles, CA
AUM $169MTEAM 7REPS 6
Cedar Spring Advisors, LLC
RIAAUM $169MTEAM 4REPS 4
Clara Vista Management Company LLC
RIANew York, NY
AUM $169MTEAM 3REPS 1
Silva Capital Management LLC
RIAChicago, IL
AUM $169MTEAM 1REPS 2
Altus Capital Partners, Inc.
RIAWilton, CT
AUM $169MTEAM 9REPS 3
Vilga Financial Planning LLC
RIAAUM $169MTEAM 2REPS 3
ARK Royal Wealth Management LLC
RIARaleigh, NC
AUM $169MTEAM 4REPS 3
Financial Justus
RIAAUM $169MTEAM 1REPS 1
Private Harbour Investment Management & Counsel LLC
RIAAUM $169MTEAM 1REPS 1
Life Planning Advisors LLC
RIABigfork, MT
AUM $169MTEAM 4REPS 5
Planwiser Financial
RIAColorado Springs, CO
AUM $169MTEAM 4REPS 3
Family Legacy Planning
RIABentonville, AR
AUM $169MTEAM 3REPS 3
North Star Wealth Management
RIAAUM $169MTEAM 1REPS 1
Mccarley & Cook Financial Planners
RIACincinnati, OH
AUM $169MTEAM 2REPS 2
Checketts Partners Investment Management, LLC
RIAAUM $169MTEAM 5REPS 2
Path Capital Partners, LLC
RIANorth Miami Beach, FL
AUM $169MTEAM 4REPS 3
Gladwyn Financial Advisors, Inc.
RIAAUM $169MTEAM 3REPS 3
Rigden Capital Strategies
RIAEnglewood, CO
AUM $169MTEAM 6REPS 6
OBP Capital
RIARocky Mount, NC
AUM $169MTEAM 2REPS 2
Zinnia Wealth Advisory, LLC
RIAOcala, FL
AUM $169MTEAM 11REPS 3
Town Capital
RIABel Air, MD
AUM $169MTEAM 2REPS 1
Other AUM ranges
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