RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Note Advisors, LLC
RIABuffalo, NY
AUM $437MTEAM 11REPS 5
Herbert J. Sims Capital Management, Inc.
RIAFairfield, CT
AUM $437MTEAM 30REPS 40
Peachtree Wealth Advisors, Inc
RIAAtlanta, GA
AUM $437MTEAM 3REPS 2
Practice Financial Group
RIAJacksonville, OR
AUM $437MTEAM 28REPS 9
Fogel Capital Management Inc
RIAStuart, FL
AUM $437MTEAM 11REPS 8
Ndure Global LLC
RIAAUM $437MTEAM 1REPS 1
August Wealth Advisors LLC
RIAWestport, CT
AUM $437MTEAM 8REPS 5
Blueprint Investing LLC
RIASan Francisco, CA
AUM $436MTEAM 3REPS 3
Westend Capital Management, LLC
RIASausalito, CA
AUM $436MTEAM 5REPS 4
Financial Asset Management Corp
RIAChappaqua, NY
AUM $436MTEAM 3REPS 4
Ravenswood Partners LP
RIAMclean, VA
AUM $436MTEAM 5REPS 4
Chapel Hill Investment Analysts Inc
RIAGreensburg, PA
AUM $436MTEAM 3REPS 5
Muhlenkamp & Co Inc
RIAWexford, PA
AUM $436MTEAM 6REPS 3
Off Road Capital Management LLC
RIANew York, NY
AUM $436MTEAM 6REPS 3
Precision Financial Services
RIAMine Hill, NJ
AUM $436MTEAM 16REPS 10
Princeton Capital Management LLC
RIARed Bank, NJ
AUM $435MTEAM 10REPS 4
AdvisorsTrust Partners, LLC
RIARaleigh, NC
AUM $435MTEAM 6REPS 3
Mmhp Investment Advisors
RIAThomasville, GA
AUM $435MTEAM 4REPS 2
Fefa Financial
RIAValley Park, MO
AUM $435MTEAM 32REPS 22
Family Capital Management
RIAGrand Rapids, MI
AUM $435MTEAM 10REPS 4
Horrell Capital Management, Inc.
RIALittle Rock, AR
AUM $435MTEAM 1REPS 1
Brandon Financial Planning, Inc.
RIAMemphis, TN
AUM $435MTEAM 5REPS 4
Seven Fleet Capital Management LP
RIAAUM $435MTEAM 4REPS 2
Carmel Capital Partners, LLC
RIASan Diego, CA
AUM $434MTEAM 9REPS 7
Other AUM ranges
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