RIAs: $100M – $500M AUM
7,832 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Philosmith Capital Corporation
RIAStamford, CT
AUM $380MTEAM 9REPS 5
Scala Capital LLC
RIAMiami, FL
AUM $380MTEAM 12REPS 5
Goepper Burkhardt LLC
RIAGreenville, SC
AUM $380MTEAM 5REPS 3
Suncap Management
RIANew Orleans, LA
AUM $380MTEAM 4REPS 2
Fortiter Wealth Management, LLC
RIAHouston, TX
AUM $380MTEAM 4REPS 3
Burkholder Wealth Management
RIATulsa, OK
AUM $380MTEAM 8REPS 7
Optima Capital LLC
RIAPortland, OR
AUM $380MTEAM 7REPS 6
Exchange Place Advisors, LLC
RIASudbury, MA
AUM $380MTEAM 3REPS 3
Ironbridge Private Wealth, LLC
RIAAustin, TX
AUM $380MTEAM 6REPS 6
Triton Pacific Healthcare Partners, LLC
RIASan Juan Capastrano, CA
AUM $380MTEAM 5REPS 1
626 Financial, LLC
RIAPortage, MI
AUM $380MTEAM 5REPS 5
Darden Wealth Group
RIAAnn Arbor, MI
AUM $380MTEAM 5REPS 5
Bruce & Co Inc
RIAChicago, IL
AUM $380MTEAM 1REPS 1
Rainier Capital Partners LP
RIASeattle, WA
AUM $379MTEAM 14REPS 4
CMG Wealth Management
RIAPlano, TX
AUM $379MTEAM 5REPS 6
Siena Capital Partners Gp, LLC
RIAEvanston, IL
AUM $379MTEAM 5REPS 5
Keystone Financial Services
RIALoveland, CO
AUM $379MTEAM 4REPS 4
ALL Terrain Financial Advisors
RIACoon Rapids, MN
AUM $379MTEAM 4REPS 3
Rubenstein Partners
RIAPhiladelphia, PA
AUM $379MTEAM 43REPS 5
Outlander Vc
RIAAUM $379MTEAM 6REPS 3
Camber Partners Management LLC
RIANew York, NY
AUM $379MTEAM 13REPS 2
Sun Mountain Capital Advisors, LLC
RIASanta Fe, NM
AUM $379MTEAM 7REPS 4
MKT and Associates LLC
RIATacoma, WA
AUM $379MTEAM 6REPS 4
Legacy Consulting Group
RIAPlano, TX
AUM $379MTEAM 4REPS 5
Other AUM ranges
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