RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Bear Mountain Capital Inc.
RIASeattle, WA
AUM $375MTEAM 6REPS 9
Viking Partners Advisors
RIACincinnati, OH
AUM $375MTEAM 2REPS 3
ST. Johns Investment Management Company, LLC
RIAJacksonville, FL
AUM $375MTEAM 6REPS 5
Cibest Capital Advisory Services LLC
RIAMiami, FL
AUM $375MTEAM 7REPS 8
Aventura Private Wealth, LLC
RIAAventura, FL
AUM $375MTEAM 5REPS 5
Strategent Financial, LLC
RIAHarrisonburg, VA
AUM $375MTEAM 6REPS 4
Hale Capital Management, LP
RIANew York, NY
AUM $375MTEAM 10REPS 2
Carl Marks Management Company, LLC
RIANew York, NY
AUM $374MTEAM 8REPS 7
Bouvel Investment Partners, LLC
RIAPhoenixville, PA
AUM $374MTEAM 4REPS 3
KM Capital Management, Ltd.
RIAAustin, TX
AUM $374MTEAM 9REPS 4
The Pitti Group Wealth Management, LLC
RIAVictor, NY
AUM $374MTEAM 6REPS 4
Comprehensive Wealth Solutions, LLC
RIABoca Raton, FL
AUM $374MTEAM 3REPS 4
Westward Partners LLC
RIASeattle, WA
AUM $374MTEAM 5REPS 3
Aurora Private Wealth, Inc.
RIATotowa, NJ
AUM $374MTEAM 25REPS 24
Oakum Bay Capital, LLC
RIAAUM $374MTEAM 1REPS 1
Demars Financial Group LLC
RIASpokane Valley, WA
AUM $374MTEAM 3REPS 4
B.A. Roberts Financial Services, Inc.
RIAMarquette, MI
AUM $374MTEAM 8REPS 4
Dorval & Chorne Financial Advisors
RIAMaple Grove, MN
AUM $374MTEAM 7REPS 4
Tony Walker Financial
RIABowling Green, KY
AUM $374MTEAM 17REPS 5
Oak Wealth Advisors LLC
RIANorthbrook, IL
AUM $374MTEAM 7REPS 3
Torren Management, LLC
RIASan Diego, CA
AUM $373MTEAM 5REPS 5
Morey & Quinn Wealth Partners
RIAOmaha, NE
AUM $373MTEAM 4REPS 3
Odyssean, LLC
RIAAUM $373MTEAM 2REPS 2
Uniwealth Advisors, Inc.
RIAAUM $373MTEAM 1REPS 1
Other AUM ranges
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