RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Felis Advantage, LP
RIABoston, MA
AUM $150MTEAM 5REPS 2
Paul D. Sippil & Associates, LLC
RIAAUM $150MTEAM 1REPS 1
Retirement Strategy Advisors LLC
RIABend, OR
AUM $150MTEAM 1REPS 1
Green Capital Private Wealth
RIAMiami, FL
AUM $150MTEAM 3REPS 3
VF Advisors, LLC
RIALouisville, KY
AUM $150MTEAM 10REPS 3
Parrish Capital, LLC
RIAKennesaw, GA
AUM $150MTEAM 3REPS 2
A Smarter Way to Invest
RIABrighton, MI
AUM $150MTEAM 7REPS 5
Alpaca
RIANew York, NY
AUM $150MTEAM 11REPS 2
Financial Management Advisors, Inc.
RIATullahoma, TN
AUM $150MTEAM 1REPS 2
Cavalcade Capital LLC
RIANew York, NY
AUM $150MTEAM 2REPS 3
Clearbrook Investment Solutions LLC
RIANew York, NY
AUM $150MTEAM 9REPS 6
Schneider Wealth Management
RIAAUM $150MTEAM 1REPS 1
Financial Strategies, Inc.
RIABrookfield, WI
AUM $150MTEAM 7REPS 4
Konektis Capital
RIANew York, NY
AUM $150MTEAM 3REPS 0
Fiduciary Capital Management LLC
RIACheyenne, WY
AUM $150MTEAM 12REPS 14
Onesource Wealth Management
RIAGranite Bay, CA
AUM $150MTEAM 3REPS 3
White & Company Financial Planning, Inc.
RIASunnyside, WA
AUM $150MTEAM 4REPS 4
Sonas Financial Group, Inc.
RIAKansas City, MO
AUM $150MTEAM 3REPS 2
Keen Capital, LLC
RIAAUM $150MTEAM 2REPS 2
Evident Financial
RIAErie, PA
AUM $150MTEAM 2REPS 2
Polaris Financial Planning, LLC
RIAAUM $150MTEAM 1REPS 1
Second Summit Wealth Management, LLC
RIAAUM $150MTEAM 1REPS 1
CMG Financial Consulting
RIAAUM $150MTEAM 4REPS 2
Clarity Financial Advisors LLC
RIASt Petersburg, FL
AUM $150MTEAM 9REPS 6
Other AUM ranges
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