RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Abacus Capital Advisors
RIAPlantation, FL
AUM $120MTEAM 3REPS 3
Yunistone Investment Group, LLC
RIAChicago, IL
AUM $120MTEAM 1REPS 1
Stoic Point Capital Management LLC
RIAPalo Alto, CA
AUM $119MTEAM 3REPS 2
Boulevard
RIAMinneapolis, MN
AUM $119MTEAM 5REPS 4
Integrated Planning & Wealth Management, LLC
RIAAUM $119MTEAM 7REPS 4
Virtus Financial Group
RIAOlivette, MO
AUM $119MTEAM 14REPS 5
Valeo Ventures
RIAAUM $119MTEAM 4REPS 2
Enspire Wealth Management, LLC
RIASanta Rosa, CA
AUM $119MTEAM 3REPS 3
CMC Financial Group, LLC
RIAAtlanta, GA
AUM $119MTEAM 4REPS 3
Walnut Level Capital LLC
RIADenver, CO
AUM $119MTEAM 3REPS 2
Rheeco, Inc.
RIANatick, MA
AUM $119MTEAM 4REPS 2
Greenport Capital Advisors
RIAMarlborough, MA
AUM $119MTEAM 2REPS 2
Exceed Advisory LLC
RIANew York, NY
AUM $119MTEAM 3REPS 2
Freedom Value Partners, LLC
RIAAUM $119MTEAM 2REPS 2
Avantia Investment Services, LLC
RIASeattle, WA
AUM $119MTEAM 3REPS 2
Minko Wealth
RIABrooklyn, NY
AUM $119MTEAM 3REPS 2
Carolina Strategy, LLC
RIAAUM $119MTEAM 1REPS 1
Sullivan Financial, LLC
RIAEssex, CT
AUM $119MTEAM 4REPS 1
Washington Financial Group, Inc.
RIAOsterville, MA
AUM $119MTEAM 2REPS 3
Fama Fiduciary Wealth LLC
RIAManchester, MO
AUM $119MTEAM 1REPS 1
Pelican Advisory LLC
RIACovington, LA
AUM $119MTEAM 4REPS 3
Kailix Advisors LLC
RIAAventura, FL
AUM $119MTEAM 1REPS 1
Redfish Capital
RIACypress, TX
AUM $119MTEAM 4REPS 4
Compass Capital Management, LLC
RIAMcalester, OK
AUM $119MTEAM 10REPS 4
Other AUM ranges
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