RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Ellington Credit Company Management LLC
RIAOld Greenwich, CT
AUM $415MTEAM 164REPS 5
Lock 8 Partners
RIANew York, NY
AUM $415MTEAM 9REPS 2
Momentum Advisors
RIANew York, NY
AUM $415MTEAM 10REPS 8
Western Financial Corporation
RIASan Diego, CA
AUM $414MTEAM 6REPS 3
Northeast Planning Associates, Inc.
RIABedford, NH
AUM $414MTEAM 129REPS 74
Garner Asset Management Corporation
RIAAUM $414MTEAM 2REPS 2
Mokosak Advisory Group, LLC
RIAUrbandale, IA
AUM $414MTEAM 4REPS 4
Gold Coast Wealth Management, LLC
RIAJericho, NY
AUM $414MTEAM 3REPS 2
Oak Asset Management, LLC
RIAWestlake Village, CA
AUM $414MTEAM 4REPS 4
Autilus Partners LLC
RIASanta Monica, CA
AUM $414MTEAM 4REPS 2
Watershed Private Wealth
RIAOak Brook, IL
AUM $414MTEAM 3REPS 3
Clearwell Group
RIATampa, FL
AUM $414MTEAM 9REPS 3
TED Buchan & Company
RIASan Diego, CA
AUM $413MTEAM 7REPS 3
Caird Investments
RIADallas, TX
AUM $413MTEAM 8REPS 2
Grove Street Fiduciary, LLC
RIAPeterborough, NH
AUM $413MTEAM 4REPS 2
Northbridge Financial Group, LLC
RIATampa, FL
AUM $413MTEAM 11REPS 9
SWS Capital Management, LLC
RIANew York, NY
AUM $413MTEAM 10REPS 3
Auldbrass Partners, LP
RIANew York, NY
AUM $413MTEAM 11REPS 3
Aletheian Wealth Advisors LLC
RIABellevue, WA
AUM $413MTEAM 6REPS 5
Altamont Capital Management
RIAAsheville, NC
AUM $412MTEAM 2REPS 4
Kerberos Capital Management LLC
RIAChicago, IL
AUM $412MTEAM 8REPS 4
Lakeside Advisors Inc
RIASeattle, WA
AUM $412MTEAM 4REPS 3
Auxo Investment Partners, LLC
RIAGrand Rapids, MI
AUM $412MTEAM 15REPS 3
BAY Harbor Wealth Management, LLC
RIAHunt Valley, MD
AUM $412MTEAM 6REPS 3
Other AUM ranges
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