RIAs: $100M – $500M AUM
7,832 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pacific Asset Management, LLC
RIAGig Harbor, WA
AUM $385MTEAM 7REPS 6
Agvictus Capital Management LLC
RIAAlpharetta, GA
AUM $385MTEAM 5REPS 1
Lasalle Debt Investors, LLC
RIADenver, CO
AUM $385MTEAM 14REPS 5
Promus Advisors
RIADallas, TX
AUM $385MTEAM 6REPS 6
Rallyday Partners, LLC
RIADenver, CO
AUM $384MTEAM 19REPS 4
Weathervane Asset Management LLC
RIAFort Lauderdale, FL
AUM $384MTEAM 4REPS 5
Chalkstream Capital Group, L.P.
RIAAUM $384MTEAM 1REPS 4
Atlantic Investment Management, Inc
RIANew York, NY
AUM $384MTEAM 7REPS 2
Ketron Financial LLC
RIANovato, CA
AUM $384MTEAM 5REPS 4
Longview Financial Advisors, LLC
RIAAUM $384MTEAM 2REPS 2
Architect Equity
RIAEl Segundo, CA
AUM $384MTEAM 15REPS 3
Paragon Financial Services
RIARichmond, VA
AUM $384MTEAM 7REPS 4
Spartan Planning Group
RIAGreensboro, NC
AUM $384MTEAM 5REPS 6
Arcadia Wealth Management
RIASmithtown, NY
AUM $384MTEAM 6REPS 3
ATS Wealth Management
RIASan Diego, CA
AUM $384MTEAM 6REPS 4
Cascades Capital Asset Management, LLC
RIAGreensboro, NC
AUM $383MTEAM 3REPS 3
Vista Investment Partners
RIARichmond, IN
AUM $383MTEAM 12REPS 8
Keating Investment Counselors Inc
RIADelray Beach, FL
AUM $383MTEAM 3REPS 3
Capital Management LLC
RIAGreensboro, NC
AUM $383MTEAM 3REPS 3
One + One Wealth Management, LLC
RIAJupiter, FL
AUM $383MTEAM 5REPS 5
Dougherty & Associates Financial Advisors, Inc.
RIABuffalo, MN
AUM $383MTEAM 9REPS 5
Canopy 360 Wealth, LLC
RIAOcala, FL
AUM $383MTEAM 9REPS 6
Accent Capital Management, LLC
RIACenterville, OH
AUM $383MTEAM 7REPS 4
Claraphi Advisory Network, LLC
RIAAliso Viejo, CA
AUM $383MTEAM 8REPS 1
Other AUM ranges
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