RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Inflection Capital Management, LLC
RIASan Francisco, CA
AUM $366MTEAM 9REPS 8
Asset Planning Services Inc
RIACovington, LA
AUM $366MTEAM 5REPS 3
Innovius Capital Management, LLC
RIASan Francisco, CA
AUM $365MTEAM 10REPS 1
Prairiewood Wealth Management
RIAFargo, ND
AUM $365MTEAM 8REPS 5
Tealwood Asset Management
RIAMinneapolis, MN
AUM $365MTEAM 7REPS 6
India Capital LLC
RIAMinneapolis, MN
AUM $365MTEAM 1REPS 2
Beaumont Asset Management, LLC
RIABeaumont, TX
AUM $365MTEAM 4REPS 4
Regimen Wealth, LLC
RIAAtlanta, GA
AUM $365MTEAM 6REPS 6
Collegiate Peaks Asset Management, LLC
RIADenver, CO
AUM $365MTEAM 3REPS 3
My Personal Cfo, LLC
RIAVancouver, WA
AUM $365MTEAM 3REPS 2
Kondo Wealth Advisors, Inc
RIAPasadena, CA
AUM $365MTEAM 8REPS 2
EVR Research LP
RIARichmond, VA
AUM $365MTEAM 6REPS 2
Reservoir Operations, L.P.
RIANew York, NY
AUM $365MTEAM 8REPS 6
Lucerne Capital Management, LP
RIAGreenwich, CT
AUM $365MTEAM 8REPS 3
FPC Investment Advisory, Inc.
RIAPetaluma, CA
AUM $365MTEAM 5REPS 3
TL Private Wealth
RIASouthlake, TX
AUM $364MTEAM 4REPS 4
Signify Wealth LLC
RIASaint Louis, MO
AUM $364MTEAM 17REPS 3
Shelton Wealth Management, LLC
RIAFort Worth, TX
AUM $364MTEAM 4REPS 4
Sebold Capital Management, Inc
RIALisle, IL
AUM $364MTEAM 9REPS 2
Synergy Fg
RIAAUM $364MTEAM 7REPS 3
Regency Capital Management Inc.
RIAHonolulu, HI
AUM $364MTEAM 5REPS 3
Invenio Wealth Partners, LLC
RIACoral Gables, FL
AUM $364MTEAM 5REPS 3
Redwood Grove Capital, LLC
RIANew York, NY
AUM $364MTEAM 5REPS 4
Croak Capital
RIAToledo, OH
AUM $364MTEAM 6REPS 7
Other AUM ranges
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