RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Navigoe, LLC
RIARedondo Beach, CA
AUM $408MTEAM 3REPS 2
Maxq Asset Management LLC
RIAGreenwood Village, CO
AUM $408MTEAM 1REPS 1
Compass Financial Services
RIAWest Des Moines, IA
AUM $407MTEAM 12REPS 8
Wealthcare Capital Partners, LLC
RIAWest Chester, PA
AUM $407MTEAM 14REPS 12
J.R. Prunier Capital Management LLC
RIAHolden, MA
AUM $407MTEAM 3REPS 3
Bridge Growth Partners, LLC
RIANew York, NY
AUM $407MTEAM 11REPS 4
Fifth Force Management
RIADallas, TX
AUM $407MTEAM 4REPS 2
Keystone Financial Planning, Inc
RIAWestlake, OH
AUM $407MTEAM 2REPS 3
Womack Wealth Management, Inc.
RIAManhattan Beach, CA
AUM $407MTEAM 7REPS 5
Greenberg Financial Group
RIATucson, AZ
AUM $407MTEAM 10REPS 6
Henderson Brothers Financial Partners LLC
RIAPittsburgh, PA
AUM $407MTEAM 30REPS 18
United Wealth Management, LLC
RIAAUM $407MTEAM 5REPS 5
Tumwater Wealth Management, LLC
RIABoise, ID
AUM $407MTEAM 4REPS 4
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 15
Ballast Rock Private Wealth
RIACharleston, SC
AUM $406MTEAM 9REPS 11
Bontempo Ohly Capital Management, LLC
RIABethesda, MD
AUM $406MTEAM 6REPS 2
Palogic Value Management, L.P.
RIADallas, TX
AUM $406MTEAM 5REPS 4
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
Other AUM ranges
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