RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
VALIANT WEALTH, LLC
RIAWEST DES MOINES, IA
AUM $423MTEAM 12REPS 3
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
RIASAN LUIS OBISPO, CA
AUM $423MTEAM 8REPS 9
CAPITAL WEALTH INVESTMENTS
RIASCRANTON, PA
AUM $423MTEAM 3REPS 2
MCCARTHY ASSET MANAGEMENT, INC.
RIAREDWOOD CITY, CA
AUM $422MTEAM 4REPS 2
MAREK CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $422MTEAM 9REPS 4
FORZA WEALTH MANAGEMENT
RIASARASOTA, FL
AUM $422MTEAM 4REPS 4
CONGRESS PARK CAPITAL LLC
RIASARATOGA SPRINGS, NY
AUM $422MTEAM 4REPS 3
ADIRONDACK CAPITAL ADVISORS, LLC
RIASYRACUSE, NY
AUM $422MTEAM 7REPS 4
ONCE CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $422MTEAM 7REPS 4
THE ESTATE PLANNERS GROUP
RIAYARDLEY, PA
AUM $422MTEAM 5REPS 7
TRUFP
RIACUMMING, GA
AUM $422MTEAM 8REPS 4
PRIMETRUST ADVISORS LLC
RIAGREENVILLE, SC
AUM $422MTEAM 3REPS 2
FISCHER INVESTMENT GROUP, INC.
RIAPITTSFORD, NY
AUM $421MTEAM 4REPS 2
ADAPTIVE INVESTMENTS
RIAALPHARETTA, GA
AUM $421MTEAM 7REPS 4
JGB CAPITAL MANAGEMENT L.P.
RIAWESTPORT, CT
AUM $421MTEAM 10REPS 3
GIVERNY CAPITAL ADVISORS
RIAPRINCETON, NJ
AUM $421MTEAM 2REPS 4
ODYSSEY GROUP WEALTH ADVISORS
RIALANCASTER, PA
AUM $421MTEAM 6REPS 4
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
RIAMONROE, LA
AUM $421MTEAM 4REPS 4
RUBICON ADVISORS
RIAREDDING, CA
AUM $421MTEAM 20REPS 11
METAVASI CAPITAL LP
RIALARCHMONT, NY
AUM $421MTEAM 9REPS 2
GENCAP PORTFOLIO MANAGEMENT
RIATIBURON, CA
AUM $420MTEAM 8REPS 7
ACIMA PRIVATE WEALTH LLC
RIARICHMOND, VA
AUM $420MTEAM 7REPS 6
GENESEE CAPITAL ADVISORS, LLC
RIAAUBURN, NY
AUM $420MTEAM 4REPS 3
EXETER FINANCIAL, LLC
RIAScottsdale, AZ
AUM $420MTEAM 6REPS 5
Other AUM ranges
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