RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Trumix Advisors
RIABloomington, MN
AUM $170MTEAM 6REPS 4
Kuhn Capital Partners
RIAOak Brook, IL
AUM $170MTEAM 5REPS 5
Focus 401 (K) Group, LLC
RIAAddison, TX
AUM $170MTEAM 2REPS 2
Del Mar Wealth Management Inc
RIADel Mar, CA
AUM $170MTEAM 3REPS 2
Stillpoint Investments LP
RIANew York, NY
AUM $170MTEAM 6REPS 2
Stone House Partners
RIABay Harbor Islands, FL
AUM $170MTEAM 2REPS 3
Tactical Fund Advisors, LLC
RIACincinnati, OH
AUM $170MTEAM 7REPS 3
Turnstone Financial
RIATroy, OH
AUM $170MTEAM 2REPS 1
Embarcadero Financial Group
RIASan Francisco, CA
AUM $170MTEAM 4REPS 2
Titanium Advisors, LLC
RIAFranklin, MA
AUM $170MTEAM 1REPS 1
The Chartist
RIALong Beach, CA
AUM $170MTEAM 2REPS 3
Pathmont Investment Management
RIASeattle, WA
AUM $170MTEAM 1REPS 1
Family Cfo, LLC
RIAAUM $170MTEAM 2REPS 2
Leatherback Investments LLC
RIALakewood, NJ
AUM $170MTEAM 3REPS 2
Ddelta Real Estate Investments
RIAAustin, TX
AUM $170MTEAM 9REPS 6
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 7
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
Other AUM ranges
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