RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Oakmont Advisory Group, LLC
RIAAlbuquerque, NM
AUM $150MTEAM 7REPS 3
Purewater Capital, LLC
RIAFort Worth, TX
AUM $149MTEAM 5REPS 5
Monson Wealth Management, Inc.
RIAKennewick, WA
AUM $149MTEAM 3REPS 2
Fund Advisors of America Inc
RIAOrlando, FL
AUM $149MTEAM 3REPS 3
Cardenas Asset Management, LLC
RIAAUM $149MTEAM 1REPS 1
Bellingham Capital
RIABellingham, WA
AUM $149MTEAM 5REPS 5
Chamonix Partners Capital Management LLC
RIANew York, NY
AUM $149MTEAM 3REPS 3
Sidoxia Capital Management, LLC
RIANewport Beach, CA
AUM $149MTEAM 2REPS 3
Harborfront Financial Group
RIALudington, MI
AUM $149MTEAM 6REPS 4
Brookline Wealth, LLC
RIAWest Lake Hills, TX
AUM $149MTEAM 6REPS 1
VIS Advisors, LP
RIANew York, NY
AUM $149MTEAM 3REPS 3
Sanders & Scott, Chfc
RIAWatkinsville, GA
AUM $149MTEAM 3REPS 2
Harvest Financial Partners
RIAPaoli, PA
AUM $149MTEAM 2REPS 2
Compass Financial Group, Inc.
RIADublin, OH
AUM $149MTEAM 4REPS 2
Column Park Asset Management, LP
RIACocoa Beach, FL
AUM $149MTEAM 4REPS 4
Wagner Wealth Management, Corp.
RIAConyngham, PA
AUM $149MTEAM 5REPS 3
Peerless Wealth
RIAColumbus, OH
AUM $149MTEAM 4REPS 4
Quantum Financial Partners LLC
RIAOverland Park, KS
AUM $149MTEAM 9REPS 7
Beacon Hill Wealth Management Ltd
RIAVictoria
AUM $149MTEAM 6REPS 5
Curtis Wealth Management LLC
RIAHenderson, NV
AUM $149MTEAM 2REPS 2
Sonnet, LLC
RIASpring, TX
AUM $148MTEAM 4REPS 4
Accumulator Operations LLC
RIACoral Gables, FL
AUM $148MTEAM 29REPS 2
Arborfi Advisors, LLC
RIAAnn Arbor, MI
AUM $148MTEAM 2REPS 2
Prestige Wealth Management
RIASouthlake, TX
AUM $148MTEAM 9REPS 5
Other AUM ranges
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