RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Clearshares LLC
RIAMarco Island, FL
AUM $382MTEAM 3REPS 3
Financial Planning Hawaii, Inc.
RIAHonolulu, HI
AUM $382MTEAM 5REPS 5
Proctor Financial
RIASherborn, MA
AUM $382MTEAM 5REPS 2
Carter Financial Group, Inc.
RIABarrington, IL
AUM $382MTEAM 9REPS 6
Destiny Capital Corporation
RIADenver, CO
AUM $382MTEAM 11REPS 9
Pictet Asset Management (USA) Corp
RIANew York, NY
AUM $382MTEAM 14REPS 7
Other AUM ranges
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