RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
TUMWATER WEALTH MANAGEMENT, LLC
RIABOISE, ID
AUM $407MTEAM 4REPS 3
HURLEY FINANCIAL GROUP, INC.
RIACORVALLIS, OR
AUM $407MTEAM 6REPS 4
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
RIAALBANY, GA
AUM $406MTEAM 9REPS 5
CLARITY CAPITAL ADVISORS, LLC
RIALAKEWOOD RANCH, FL
AUM $406MTEAM 2REPS 2
GUERRA WEALTH ADVISORS
RIAMIAMI, FL
AUM $406MTEAM 12REPS 13
BALLAST ROCK PRIVATE WEALTH
RIACHARLESTON, SC
AUM $406MTEAM 9REPS 11
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
RIABETHESDA, MD
AUM $406MTEAM 6REPS 2
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
RIASAN FRANCISCO, CA
AUM $405MTEAM 18REPS 4
GOODHAVEN CAPITAL MANAGEMENT
RIAMILLBURN, NJ
AUM $405MTEAM 5REPS 4
EVERGREEN WEALTH PARTNERS LLC
RIAKALISPELL, MT
AUM $405MTEAM 9REPS 4
ALTUS WEALTH MANAGEMENT, LLC
RIALAKESIDE PARK, KY
AUM $405MTEAM 5REPS 5
COVARA CAPITAL, LLC
RIANew York, NY
AUM $405MTEAM 7REPS 2
FOCUSGROWTH ASSET MANAGEMENT, LP
RIANew York, NY
AUM $405MTEAM 10REPS 3
TRITON WEALTH MANAGEMENT, PLLC
RIASUN CITY, AZ
AUM $405MTEAM 9REPS 9
LOTUS
RIAORLANDO, FL
AUM $405MTEAM 30REPS 3
QP WEALTH MANAGEMENT, LLC
RIABOCA RATON, FL
AUM $405MTEAM 7REPS 4
SB ADVISORY, LLC
RIAAtlanta, GA
AUM $405MTEAM 29REPS 36
CORE WEALTH MANAGEMENT, INC.
RIAJUPITER, FL
AUM $405MTEAM 4REPS 4
LONG ANGLE MANAGEMENT, LLC
RIADOVER, DE
AUM $405MTEAM 10REPS 8
KANEN WEALTH MANAGEMENT LLC
RIACOCONUT CREEK, FL
AUM $405MTEAM 5REPS 2
CRE VENTURE CAPITAL, INC.
RIAMAHWAH, NJ
AUM $405MTEAM 7REPS 1
EXCEL FINANCIAL, LLC
RIARED WING, MN
AUM $404MTEAM 11REPS 7
MB GEN WEALTH
RIASPOKANE, WA
AUM $404MTEAM 3REPS 3
S HARRIS FINANCIAL GROUP, LLC
RIASAN ANTONIO, TX
AUM $404MTEAM 7REPS 6
Other AUM ranges
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