RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Quantify Funds
RIAAUM $133MTEAM 4REPS 3
The Hajdari Group, LLC
RIAStaten Island, NY
AUM $133MTEAM 2REPS 1
Blackgold Capital Management LP
RIAHouston, TX
AUM $133MTEAM 4REPS 3
Grimaldi Portfolio Solutions, Inc
RIAWappingers Falls, NY
AUM $133MTEAM 4REPS 3
Fletcher Financial Group
RIAWest Monroe, LA
AUM $133MTEAM 5REPS 3
Structural Solutions LLC
RIAChapel Hill, NC
AUM $133MTEAM 3REPS 2
Southeast Financial Advisors
RIAGreenville, SC
AUM $133MTEAM 2REPS 2
Safran Wealth Advisors, LLC
RIANew York, NY
AUM $133MTEAM 2REPS 1
Harlow Capital Management LLC
RIAAUM $133MTEAM 1REPS 1
Lumida Wealth Management LLC
RIAWayne, NJ
AUM $133MTEAM 10REPS 4
Degreen Private Wealth, LLC
RIAScottsdale, AZ
AUM $133MTEAM 1REPS 1
ARI Group, LLC
RIANew York, NY
AUM $133MTEAM 4REPS 0
Green & Deckert LLC
RIALubbock, TX
AUM $133MTEAM 2REPS 2
Truadvisors
RIATampa, FL
AUM $133MTEAM 4REPS 4
Tricapital Wealth Management, Inc.
RIACharlotte, NC
AUM $133MTEAM 3REPS 3
Charis Legacy Partners
RIABryan, TX
AUM $133MTEAM 1REPS 1
Wells Financial Management, LLC
RIAAsheville, NC
AUM $133MTEAM 2REPS 1
Capital Estate Advisors, Inc.
RIAAUM $133MTEAM 3REPS 1
Complete Wealth Management, LLC
RIAAUM $133MTEAM 2REPS 4
Summitpoint Capital Management
RIALittleton, CO
AUM $133MTEAM 3REPS 3
Clarity Financial Planners
RIAClayton, MO
AUM $132MTEAM 2REPS 1
JLL Partners Fch, Inc.
RIANew York, NY
AUM $132MTEAM 2REPS 2
Legacy Wealth Advisors, LLC
RIAClinton Township, MI
AUM $132MTEAM 2REPS 2
Stites Financial Consulting
RIAWilton, CA
AUM $132MTEAM 2REPS 2
Other AUM ranges
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