RIAs: $100M – $500M AUM
7,667 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Banta Asset Management LP
RIANewport Beach, CA
AUM $129MTEAM 4REPS 3
Catum Advisory Group, LLC
RIAWilton, CT
AUM $129MTEAM 4REPS 2
Revalue LLC
RIAGrand Rapids, MI
AUM $129MTEAM 8REPS 6
Schulmerich & Associates Asset Management, LLC
RIAAUM $129MTEAM 2REPS 1
The Capeloto & Hedrick Co
RIAAUM $129MTEAM 3REPS 2
Foothills Advisors, LLC
RIACave Creek, AZ
AUM $129MTEAM 3REPS 3
Pelican Investment Advisors, LLC
RIABaton Rouge, LA
AUM $129MTEAM 12REPS 11
Berkeley Capital Management, LLC
RIAEllsworth, KS
AUM $128MTEAM 5REPS 3
Kurtin Financial Advisers, LLC
RIAAUM $128MTEAM 1REPS 1
Broadhurst Financial Advisors, Inc.
RIAAustin, TX
AUM $128MTEAM 1REPS 1
Indfin LLC
RIAAUM $128MTEAM 1REPS 1
ST. John & Associates, Inc.
RIARoswell, GA
AUM $128MTEAM 6REPS 3
IG Better Future Management, LLC
RIAMenlo Park, CA
AUM $128MTEAM 8REPS 1
RM Adviser, LLC
RIAOrlando, FL
AUM $128MTEAM 4REPS 4
Octant Quantitative Investment Management LLC
RIASalt Lake City , UT
AUM $128MTEAM 3REPS 3
Pacifica Partners Capital Management Inc.
RIASurrey
AUM $128MTEAM 10REPS 6
Bright Advisors
RIAGreenwood Village, CO
AUM $128MTEAM 2REPS 5
Networth Financial Services, LLC
RIAJohns Creek, GA
AUM $128MTEAM 5REPS 2
IDX Advisors
RIAScottsdale, AZ
AUM $128MTEAM 6REPS 4
Peterson Investment Management Inc
RIAAUM $128MTEAM 2REPS 2
Ydream Financial Services, Inc.
RIAAUM $128MTEAM 1REPS 1
Guardian Capital, LLC
RIAWexford, PA
AUM $128MTEAM 4REPS 5
Stewards Advisory Services
RIAAUM $128MTEAM 2REPS 3
Second Half Financial Partners, LLC
RIASebring, FL
AUM $128MTEAM 5REPS 4
Other AUM ranges
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