RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Leeward Financial Partners, LLC
RIAAUM $401MTEAM 3REPS 3
H. L. Ormond & Company, LLC
RIAGreenville, NC
AUM $401MTEAM 7REPS 6
TAR River Wealth Planning, LLC
RIALouisburg, NC
AUM $401MTEAM 9REPS 5
Essential Partners LLC
RIARancho Santa Fe, CA
AUM $401MTEAM 2REPS 2
ROG IX, LLC
RIAHouston, TX
AUM $401MTEAM 43REPS 3
Insight Strategic Wealth LLC
RIAKnoxville, TN
AUM $401MTEAM 7REPS 5
The Capital Chart Room, Ltd
RIAFort Worth, TX
AUM $401MTEAM 7REPS 3
Palm Peak Capital, LLC
RIABoca Raton, FL
AUM $401MTEAM 9REPS 4
Valuequest Advisers, LLC
RIANew York, NY
AUM $401MTEAM 4REPS 4
Helm Capital Management
RIASeattle, WA
AUM $401MTEAM 1REPS 1
Cornerstone Financial Planning, LLC
RIAPortsmouth, NH
AUM $401MTEAM 6REPS 7
Noble Wealth Management P.B.C.
RIAGreenwood Village, CO
AUM $400MTEAM 5REPS 4
Soundcore Capital Partners, LP
RIANew York, NY
AUM $400MTEAM 15REPS 2
Burns Matteson Capital Management, LLC
RIACorning, NY
AUM $400MTEAM 6REPS 7
Ticino Wealth
RIAMission Viejo, CA
AUM $400MTEAM 4REPS 3
Keyes, Stange & Wooten Wealth Management, LLC
RIADaytona Beach, FL
AUM $400MTEAM 9REPS 7
Numerixs Investment Technologies Inc
RIAChandler, AZ
AUM $400MTEAM 5REPS 3
MCP Advisers, LLC
RIAAtlanta, GA
AUM $400MTEAM 3REPS 1
Golden Spark Insights
RIAFairfax, VA
AUM $400MTEAM 1REPS 1
Sjbenen Advisory, LLC
RIAAUM $400MTEAM 2REPS 2
Secure Financial Management
RIASan Antonio, TX
AUM $400MTEAM 12REPS 4
Threadgill Financial, LLC
RIAThe Woodlands, TX
AUM $399MTEAM 3REPS 2
Pioneer Wealth Management Group
RIAAustin, TX
AUM $399MTEAM 11REPS 10
Trinity Wealth Management, LLC
RIABerwyn, PA
AUM $399MTEAM 7REPS 5
Other AUM ranges
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