RIAs: $100M – $500M AUM
7,635 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
INFLECTION FINANCIAL
RIAAUM $491MTEAM 4REPS 2
PACES FERRY WEALTH ADVISORS, LLC
RIAAtlanta, GA
AUM $491MTEAM 6REPS 5
PERMIT CAPITAL, LLC
RIAw cnshohocken, PA
AUM $491MTEAM 6REPS 4
VICTOR CAPITAL PARTNERS
RIANew York, NY
AUM $491MTEAM 14REPS 4
MARYLAND CAPITAL ADVISORS, INC.
RIACHESTER, MD
AUM $491MTEAM 7REPS 3
WHITCOMB & HESS, INC.
RIAASHLAND, OH
AUM $491MTEAM 31REPS 12
QUANTUM CAPITAL GROUP
RIAHOUSTON, TX
AUM $491MTEAM 144REPS 8
REDSTONE ADVISORS INC
RIAWICHITA, KS
AUM $491MTEAM 6REPS 5
THE LIFE WEALTH GROUP
RIAWINTER GARDEN, FL
AUM $491MTEAM 22REPS 9
SAMALIN WEALTH
RIACHAPPAQUA, NY
AUM $491MTEAM 13REPS 8
CYPRESS FINANCIAL PLANNING
RIAHADDON HEIGHTS, NJ
AUM $490MTEAM 7REPS 8
SYNERGY FUND MANAGEMENT GROUP LIMITED
RIACENTRAL
AUM $490MTEAM 9REPS 3
COOK PINE CAPITAL LLC
RIAGREENWICH, CT
AUM $490MTEAM 8REPS 3
10 EAST PARTNERS LLC
RIANew York, NY
AUM $490MTEAM 21REPS 4
TIM LOONEY INVESTMENTS, LLC
RIALONGWOOD, FL
AUM $490MTEAM 4REPS 3
FOURPOINTS INVESTMENT MANAGERS S.A.S
RIAPARIS
AUM $490MTEAM 12REPS 4
DAHER CAPITAL GROUP, LLC
RIATEQUESTA, FL
AUM $490MTEAM 1REPS 1
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC
RIANew York, NY
AUM $490MTEAM 2REPS 2
MONTGOMERY INVESTMENT MANAGEMENT INC
RIAROCKVILLE, MD
AUM $490MTEAM 3REPS 7
MARQUIS WEALTH MANAGEMENT GROUP
RIAFORT MYERS, FL
AUM $489MTEAM 9REPS 6
IRON FINANCIAL LLC
RIANORTHBROOK, IL
AUM $489MTEAM 10REPS 5
IFRAH FINANCIAL SERVICES, INC.
RIALITTLE ROCK, AR
AUM $489MTEAM 14REPS 9
POSTROCK PARTNERS LLC
RIAOVERLAND PARK, KS
AUM $489MTEAM 5REPS 5
ONE DEGREE ADVISORS, INC.
RIASAN DIEGO, CA
AUM $489MTEAM 6REPS 7
Other AUM ranges
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