RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Trinity Capital Adviser LLC
RIAPhoenix, AZ
AUM $158MTEAM 106REPS 5
Lightview Capital, LLC
RIAWest Palm Beach, FL
AUM $158MTEAM 12REPS 2
Bison Investment Advisors, LLC
RIAThe Woodlands, TX
AUM $158MTEAM 4REPS 4
Copia Wealth Management
RIABend, OR
AUM $158MTEAM 4REPS 4
Georgia Wealth Partners, LLC
RIAGriffin, GA
AUM $157MTEAM 4REPS 4
Applied Capital
RIAAUM $157MTEAM 2REPS 2
Peck Wealth Management, LLC
RIAAUM $157MTEAM 2REPS 1
Fremen Capital
RIAStamford, CT
AUM $157MTEAM 5REPS 2
Water Valley Investment Advisors, Inc.
RIASioux Center, IA
AUM $157MTEAM 3REPS 3
Vested Financial Planning, LLC
RIAAUM $157MTEAM 1REPS 1
Delphinus Financial Advisors, LLC
RIAMansfield, MA
AUM $157MTEAM 2REPS 2
River's Edge
RIABeaver, PA
AUM $157MTEAM 5REPS 4
Crosspoint Financial, LLC
RIATustin, CA
AUM $157MTEAM 1REPS 1
Davenport Watts & Drake Investment Advisors, LLC
RIARidgeland, MS
AUM $157MTEAM 3REPS 3
Finec Asset Management
RIASan Diego, CA
AUM $157MTEAM 6REPS 6
Prism Planning and Solutions Group
RIAWhite Plains, NY
AUM $157MTEAM 5REPS 4
Collective Wealth Advisors LLC
RIACoppell, TX
AUM $157MTEAM 7REPS 5
Camden Financial Management, Inc.
RIAAUM $157MTEAM 1REPS 1
Rooted Planning Group
RIACorning, NY
AUM $157MTEAM 7REPS 3
Legacy Advisory Services, LLC
RIAExton, PA
AUM $157MTEAM 3REPS 3
Moore Wealth
RIAFrederick, MD
AUM $157MTEAM 6REPS 3
Lifestyle Freedom Advisory Group, LLC
RIALakewood Ranch, FL
AUM $157MTEAM 5REPS 5
Belhealth Investment Partners, LLC
RIAFort Lauderdale, FL
AUM $157MTEAM 5REPS 3
Lotusgroup Capital
RIADenver, CO
AUM $157MTEAM 8REPS 2
Other AUM ranges
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