RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
NPM Consulting, LLC
RIAAUM $116MTEAM 1REPS 1
Pathway Wealth Management, LLC
RIADallas, TX
AUM $116MTEAM 1REPS 2
Knecht Capital Management, LLC
RIAAUM $116MTEAM 1REPS 1
Global Environment Fund
RIABethesda, MD
AUM $116MTEAM 3REPS 6
Modern Financial Planning
RIAGeorgetown, TX
AUM $116MTEAM 2REPS 2
Finhabits Advisors, LLC
RIANew York, NY
AUM $116MTEAM 11REPS 2
Capital Wealth, LLC
RIALehi, UT
AUM $116MTEAM 7REPS 4
BAY Pointe Financial
RIANew Baltimore, MI
AUM $116MTEAM 3REPS 3
Paragon Asset Management Inc.
RIAOrinda, CA
AUM $116MTEAM 2REPS 2
The Ujano Advisory Group LLC
RIAAUM $116MTEAM 1REPS 1
Portfolio Advisory Group, Inc.
RIAAlexandria, VA
AUM $116MTEAM 2REPS 2
Manrke Wealth
RIAToronto
AUM $116MTEAM 3REPS 2
Mccormack Financial Planning Inc.
RIAAtlanta, GA
AUM $116MTEAM 3REPS 3
Cambria Wealth Management
RIASarasota, FL
AUM $116MTEAM 2REPS 2
Zama Capital Advisors LP
RIANew York, NY
AUM $116MTEAM 1REPS 1
Alpine Wealth Advisors, LLC
RIADenver, CO
AUM $116MTEAM 1REPS 1
Third Gear Capital Management LP
RIAHouston, TX
AUM $116MTEAM 3REPS 4
Investlinc Wealth Services
RIABrea, CA
AUM $116MTEAM 3REPS 4
Wealth Alignment Partners, LLC
RIAHonolulu, HI
AUM $116MTEAM 3REPS 2
Risk Paradigm Group, LLC
RIABurlington, MA
AUM $116MTEAM 7REPS 5
Professional Financial Management, Inc.
RIAAppleton, WI
AUM $116MTEAM 5REPS 3
New Vernon Investment Management LLC
RIAHighland Park, IL
AUM $116MTEAM 8REPS 3
Palante Wealth Advisors, LLC
RIAPennington, NJ
AUM $116MTEAM 5REPS 2
KB Financial Advisors LLC
RIASan Francisco, CA
AUM $115MTEAM 4REPS 3
Other AUM ranges
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