RIAs: $100M – $500M AUM
7,653 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Sustainvest Asset Management, LLC
RIALinwood, NJ
AUM $137MTEAM 1REPS 1
Vision Investment Advisors, LLC
RIAStamford, CT
AUM $137MTEAM 9REPS 11
Keystone Wealth Management
RIAWaterloo, IA
AUM $137MTEAM 2REPS 1
Antipodean Advisors LLC
RIAAUM $137MTEAM 2REPS 3
Wallender, Timothy Joseph
RIAManhattan Beach, CA
AUM $137MTEAM 1REPS 1
Johnson & Shute Investment Advisors, Inc.
RIABothell, WA
AUM $137MTEAM 2REPS 2
SQN Venture Partners, LLC
RIACharleston, SC
AUM $137MTEAM 8REPS 3
Argus Investors' Counsel, Inc.
RIANew York, NY
AUM $137MTEAM 8REPS 5
Silverhawk Capital Partners, LLC
RIAOverland Park, KS
AUM $137MTEAM 5REPS 5
Jaras Financial Services, Inc.
RIAAUM $137MTEAM 1REPS 1
Milagre Wealth Management, Inc.
RIAWhite Plains, NY
AUM $137MTEAM 4REPS 2
Ridgeline Research LLC
RIAAUM $137MTEAM 2REPS 3
Forefront Asset Management, LLC
RIAVirginia Beach, VA
AUM $137MTEAM 4REPS 3
Directional Asset Management, LLC
RIAArlington Heights, IL
AUM $137MTEAM 1REPS 2
Ascension Wealth Partners, LLC
RIAPleasant Hill, CA
AUM $137MTEAM 2REPS 2
PVA Financial, LLC
RIAAUM $137MTEAM 1REPS 1
Cooke Wealth Management, LLC
RIAIrvine, CA
AUM $137MTEAM 3REPS 2
Central Wealth Management LLC
RIAMadison, WI
AUM $137MTEAM 4REPS 1
Lewis Capital Management
RIAAUM $137MTEAM 1REPS 1
River Crescent Advisors, LLC
RIASuffolk, VA
AUM $137MTEAM 2REPS 2
Champion Advisors LLC
RIAAUM $137MTEAM 2REPS 2
Springboard Asset Management LLC
RIACheshire, CT
AUM $137MTEAM 2REPS 2
Black Walnut Wealth Management
RIATraverse City, MI
AUM $137MTEAM 2REPS 1
Rand Capital Management
RIABuffalo, NY
AUM $137MTEAM 10REPS 4
Other AUM ranges
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