RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Haverford Financial Services, Inc.
RIARadnor, PA
AUM $366MTEAM 45REPS 23
Sharper & Granite LLC
RIAEl Segundo, CA
AUM $366MTEAM 4REPS 5
Old Hickory Partners Management, LP
RIAAustin, TX
AUM $366MTEAM 10REPS 2
Financial Life Advisors
RIASan Antonio, TX
AUM $366MTEAM 11REPS 7
Camden Wealth Advisors LLC
RIAHouston, TX
AUM $366MTEAM 6REPS 5
Homage Wealth Group LLC
RIAHouston, TX
AUM $366MTEAM 2REPS 2
Sage Advisors, LLC
RIANew York, NY
AUM $366MTEAM 18REPS 7
Royal Oak Financial Advisors, LLC
RIARoyal Oak, MI
AUM $366MTEAM 7REPS 10
Innovius Capital Management, LLC
RIASan Francisco, CA
AUM $366MTEAM 10REPS 1
Epoch Capital, US
RIANew York, NY
AUM $366MTEAM 18REPS 4
Royal Oak Financial Group
RIAWorthington, OH
AUM $366MTEAM 1REPS 3
Asilia Credit Investments
RIASouth Salt Lake, UT
AUM $366MTEAM 4REPS 3
North Capital
RIAMidvale, UT
AUM $366MTEAM 12REPS 11
Chicago Wealth Management, Inc.
RIAChicago, IL
AUM $366MTEAM 6REPS 5
Inflection Capital Management, LLC
RIASan Francisco, CA
AUM $366MTEAM 9REPS 8
Asset Planning Services Inc
RIACovington, LA
AUM $366MTEAM 5REPS 3
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
Other AUM ranges
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