RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Macro Advisors, Inc.
RIAYork, PA
AUM $371MTEAM 9REPS 9
Helm Investment Management, LLC
RIADenver, CO
AUM $371MTEAM 3REPS 2
Fact Capital, L.P.
RIANew York, NY
AUM $371MTEAM 7REPS 2
Archer Investment Management
RIAAUM $371MTEAM 4REPS 4
Juniper Capital Investment Management, L.P.
RIAHouston, TX
AUM $371MTEAM 13REPS 5
Atala Financial Inc
RIACalabasas, CA
AUM $371MTEAM 3REPS 2
Langley Wealth Management, LLC
RIACorinth, MS
AUM $371MTEAM 9REPS 5
Retirement Planning Specialists, Inc.
RIAAshland, OR
AUM $371MTEAM 2REPS 2
Donoghue Forlines LLC
RIABoston, MA
AUM $371MTEAM 7REPS 5
Cordant Wealth Partners
RIAPortland, OR
AUM $371MTEAM 8REPS 7
Masonry Capital Management, LLC
RIACharlottesville, VA
AUM $370MTEAM 3REPS 2
Rebel Financial, LLC
RIAGroveport, OH
AUM $370MTEAM 6REPS 6
Catalyst Private Wealth, LLC
RIASan Mateo, CA
AUM $370MTEAM 5REPS 6
Blackridge Asset Management, LLC
RIAJupiter, FL
AUM $370MTEAM 72REPS 76
Wealthspring
RIALong Beach, CA
AUM $370MTEAM 7REPS 4
LRZ Capital LLC
RIAMiami, FL
AUM $370MTEAM 3REPS 4
Cosner Financial Group, LLC
RIAWindsor, CO
AUM $370MTEAM 5REPS 4
Willow Grove Advisors, LLC
RIABerkeley, CA
AUM $370MTEAM 7REPS 7
Glassy Mountain Advisors, Inc.
RIABethesda, MD
AUM $370MTEAM 7REPS 6
Interwise
RIAHolladay, UT
AUM $370MTEAM 10REPS 5
Menlo Advisors LLC
RIAMenlo Park, CA
AUM $370MTEAM 2REPS 2
Camden Partners Holdings, LLC
RIAOwings Mills, MD
AUM $370MTEAM 4REPS 2
M.Z. Kark & Associates, Inc
RIADenver, CO
AUM $370MTEAM 4REPS 3
One Advisory Partners, LLC
RIAOverland Park, KS
AUM $370MTEAM 11REPS 7
Other AUM ranges
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