RIAs: $100M – $500M AUM

7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.

GREENRIDGE GROWTH PARTNERS

RIA

AUSTIN, TX

AUM $409MTEAM 14REPS 3

WASSERSTEIN MANAGEMENT, LP

RIA

New York, NY

AUM $409MTEAM 5REPS 2

PALOUSE CAPITAL MANAGEMENT, INC.

RIA

SPOKANE, WA

AUM $409MTEAM 3REPS 5

CAPSTONE CAPITAL WEALTH ADVISORS

RIA

HENDERSON, NV

AUM $408MTEAM 4REPS 4

NEW LEAF VENTURE PARTNERS

RIA

New York, NY

AUM $408MTEAM 4REPS 3

ADVISORY SOLUTIONS GROUP

RIA

PLYMOUTH, MN

AUM $408MTEAM 40REPS 42

RANGE FINANCIAL GROUP, LLC

RIA

TIGARD, OR

AUM $408MTEAM 9REPS 7

HERITAGE FINANCIAL LLC

RIA

GAINESVILLE, VA

AUM $408MTEAM 8REPS 7

QUAD CITY INVESTMENT CENTER

RIA

MOLINE, IL

AUM $408MTEAM 8REPS 7

REVERE ASSET

RIA

ALLEN, TX

AUM $408MTEAM 7REPS 5

NEXUS338

RIA

CABIN JOHN, MD

AUM $408MTEAM 3REPS 3

KOM WEALTH MANAGEMENT GROUP, LLC

RIA

APPLETON, WI

AUM $408MTEAM 7REPS 6

NAVIGOE, LLC

RIA

REDONDO BEACH, CA

AUM $408MTEAM 3REPS 2

MAXQ ASSET MANAGEMENT LLC

RIA

GREENWOOD VILLAGE, CO

AUM $408MTEAM 1REPS 1

COMPASS FINANCIAL SERVICES

RIA

WEST DES MOINES, IA

AUM $407MTEAM 12REPS 8

WEALTHCARE CAPITAL PARTNERS, LLC

RIA

WEST CHESTER, PA

AUM $407MTEAM 14REPS 12

J.R. PRUNIER CAPITAL MANAGEMENT LLC

RIA

HOLDEN, MA

AUM $407MTEAM 3REPS 2

BRIDGE GROWTH PARTNERS, LLC

RIA

New York, NY

AUM $407MTEAM 11REPS 4

FIFTH FORCE MANAGEMENT

RIA

DALLAS, TX

AUM $407MTEAM 4REPS 2

KEYSTONE FINANCIAL PLANNING, INC

RIA

WESTLAKE, OH

AUM $407MTEAM 2REPS 3

WOMACK WEALTH MANAGEMENT, INC.

RIA

MANHATTAN BEACH, CA

AUM $407MTEAM 7REPS 5

GREENBERG FINANCIAL GROUP

RIA

TUCSON, AZ

AUM $407MTEAM 10REPS 6

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

RIA

PITTSBURGH, PA

AUM $407MTEAM 30REPS 19

UNITED WEALTH MANAGEMENT, LLC

RIA

AUM $407MTEAM 5REPS 5

Other AUM ranges

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