RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Piedmont Wealth Advisory
RIAReston, VA
AUM $354MTEAM 3REPS 3
Wayfinding Financial, LLC
RIALynnwood, WA
AUM $353MTEAM 5REPS 2
Targeted Financial Services, LLC
RIASeminole, FL
AUM $353MTEAM 5REPS 4
DXD Capital
RIAAlbuquerque, NM
AUM $353MTEAM 27REPS 4
Catenary Alternatives Asset Management, LLC
RIAMiami, FL
AUM $353MTEAM 5REPS 5
Avory & Co
RIAMiami, FL
AUM $353MTEAM 3REPS 3
Next Management Advisors, LLC
RIANew York, NY
AUM $353MTEAM 5REPS 2
Southbridge Advisors, LLC
RIAMarietta, GA
AUM $353MTEAM 6REPS 6
10talents Investors, LLC
RIAFoxboro, MA
AUM $353MTEAM 6REPS 3
Norris Financial Group, LLC
RIAGreenville, SC
AUM $353MTEAM 6REPS 3
Cayside Partners
RIAJupiter, FL
AUM $353MTEAM 4REPS 5
Black Maple Capital Management LP
RIAMilwaukee, WI
AUM $353MTEAM 9REPS 6
Envision Financial LLC
RIABrookfield, WI
AUM $353MTEAM 5REPS 4
Forager Capital Management, LLC
RIABirmingham, AL
AUM $353MTEAM 3REPS 3
Trail Ridge Investment Advisors, LLC
RIAFort Collins, CO
AUM $353MTEAM 11REPS 8
Validex Global Investing
RIASan Diego, CA
AUM $353MTEAM 4REPS 8
JDM Financial Group LLC
RIAAUM $353MTEAM 4REPS 4
Grattan Financial Strategies, Inc.
RIASan Gabriel, CA
AUM $353MTEAM 3REPS 3
Fortress Financial Group, LLC
RIARochester, MN
AUM $352MTEAM 10REPS 7
Elysium Wealth Management, LLC
RIASouth Jordan, UT
AUM $352MTEAM 22REPS 15
Century Park Capital Partners
RIAEl Segundo, CA
AUM $352MTEAM 12REPS 3
Innovative Advisory Partners, LLC
RIAHixson, TN
AUM $352MTEAM 8REPS 5
Clarendon Private LLC
RIABoston, MA
AUM $352MTEAM 8REPS 5
Cherry Creek Investment Advisors Inc
RIAEnglewood, CO
AUM $352MTEAM 3REPS 2
Other AUM ranges
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