RIAs: $100M – $500M AUM
7,840 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pelican Investment Advisors, LLC
RIABaton Rouge, LA
AUM $129MTEAM 12REPS 13
Berkeley Capital Management, LLC
RIAEllsworth, KS
AUM $128MTEAM 2REPS 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 8
Bright Advisors
RIAGreenwood Village, CO
AUM $128MTEAM 2REPS 4
Networth Financial Services, LLC
RIAJohns Creek, GA
AUM $128MTEAM 5REPS 2
IDX Advisors
RIAScottsdale, AZ
AUM $128MTEAM 6REPS 4
Ydream Financial Services, Inc.
RIAAUM $128MTEAM 1REPS 1
The Marin Group Inc.
RIAAtlanta, GA
AUM $128MTEAM 2REPS 3
Guardian Capital, LLC
RIAWexford, PA
AUM $128MTEAM 4REPS 5
Stewards Advisory Services
RIAAUM $128MTEAM 2REPS 3
Harbor Hills Financial Advisors
RIAMontecito, CA
AUM $128MTEAM 3REPS 3
Georgia Advisory Group LLC
RIAAlpharetta, GA
AUM $128MTEAM 2REPS 3
Second Half Financial Partners, LLC
RIASebring, FL
AUM $128MTEAM 5REPS 4
Next Generation Investing, LLC
RIATopeka, KS
AUM $128MTEAM 3REPS 3
Breakwater Financial, LLC
RIANeedham, MA
AUM $128MTEAM 1REPS 1
Cove View Investment Partners, LLC
RIAOld Greenwich, CT
AUM $128MTEAM 3REPS 3
Clio Asset Management LLC
RIACharlottesville, VA
AUM $128MTEAM 1REPS 1
Other AUM ranges
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