RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Shrier Wealth Management, LLC
RIALos Angeles, CA
AUM $391MTEAM 5REPS 3
Harold Davidson & Associates, Inc
RIALos Angeles, CA
AUM $391MTEAM 7REPS 4
Barramundi Advisors LLC
RIABoca Raton, FL
AUM $390MTEAM 7REPS 4
Intrepid Financial Planning Group, LLC
RIACarmel, IN
AUM $390MTEAM 3REPS 12
Clearlight Partners Management, LLC
RIANewport Beach, CA
AUM $390MTEAM 10REPS 3
16th Amendment Advisors LLC
RIANew York, NY
AUM $390MTEAM 8REPS 2
Ascend Interplay, LLC
RIANew York, NY
AUM $390MTEAM 6REPS 7
Prudent Man Investment Management
RIALouisville, CO
AUM $390MTEAM 4REPS 3
Bluestone Capital Management, LLC
RIAWayne, PA
AUM $390MTEAM 4REPS 2
Davis Investment Partners, LLC
RIACharlotte, NC
AUM $390MTEAM 3REPS 2
Hahn Capital Management, LLC
RIAWalnut Creek, CA
AUM $390MTEAM 5REPS 3
Legend Financial Advisors Inc
RIAPittsburgh, PA
AUM $390MTEAM 11REPS 4
6th Man Ventures, LLC
RIAAUM $390MTEAM 5REPS 3
Nixon Capital LLC
RIAAustin, TX
AUM $390MTEAM 2REPS 3
JJP Capital Management, Inc.
RIAColumbia, MO
AUM $390MTEAM 3REPS 3
Pacific Point Advisors, LLC
RIASan Diego, CA
AUM $390MTEAM 9REPS 6
Green Ridge Wealth Planning LLC
RIAMontville, NJ
AUM $390MTEAM 11REPS 6
Savoir Faire Capital Management, LP
RIANorwalk, CT
AUM $390MTEAM 4REPS 2
In On Capital
RIAMiami, FL
AUM $389MTEAM 16REPS 5
Solomon Api LLC
RIARockledge, FL
AUM $389MTEAM 3REPS 3
Avisen Advisors, LLC
RIASacramento, CA
AUM $389MTEAM 9REPS 9
LBJ Family Wealth Advisors, Ltd.
RIAAustin, TX
AUM $389MTEAM 2REPS 4
Redwood Financial Planning, LLC
RIAScotch Plains, NJ
AUM $389MTEAM 4REPS 4
Sentinel Wealth Management, Inc.
RIAReston, VA
AUM $389MTEAM 3REPS 2
Other AUM ranges
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