RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Trail Ridge Investment Advisors, LLC
RIAFort Collins, CO
AUM $353MTEAM 11REPS 8
Validex Global Investing
RIAIrvine, 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 8
Elysium Wealth Management, LLC
RIASouth Jordan, UT
AUM $352MTEAM 22REPS 17
Century Park Capital Partners
RIAEl Segundo, CA
AUM $352MTEAM 12REPS 3
Innovative Advisory Partners, LLC
RIAHixson, TN
AUM $352MTEAM 8REPS 6
Clarendon Private LLC
RIABoston, MA
AUM $352MTEAM 8REPS 6
Cherry Creek Investment Advisors Inc
RIAEnglewood, CO
AUM $352MTEAM 3REPS 2
Heitman International LLC
RIALondon
AUM $352MTEAM 149REPS 11
R.T. Jones Capital Equities Management Inc.
RIASaint Louis, MO
AUM $352MTEAM 7REPS 5
LFA
RIASaint Cloud, MN
AUM $351MTEAM 7REPS 7
Swan Capital
RIAAUM $351MTEAM 21REPS 6
Caldwell Advisors, LLC
RIABrentwood, TN
AUM $351MTEAM 8REPS 6
GFO Advisory Services, LLC
RIAGreenwich, CT
AUM $351MTEAM 12REPS 3
Dean Roland Russell, LLC
RIASan Diego, CA
AUM $351MTEAM 6REPS 3
Foresight Capital Management Advisors, Inc.
RIASaline, MI
AUM $351MTEAM 10REPS 3
Sitrin Capital Management, LLC
RIACentury City, CA
AUM $351MTEAM 6REPS 4
Heritage Retirement Advisors, LLC
RIAColleyville, TX
AUM $351MTEAM 3REPS 3
Elite Capital Management Group, LLC
RIAAUM $351MTEAM 4REPS 2
Entrust Financial LLC
RIAWayne, PA
AUM $351MTEAM 6REPS 5
Three Bearings Fiduciary Advisors, Inc.
RIAHampton, NH
AUM $351MTEAM 5REPS 2
Forty North Wealth
RIAGlendale, CO
AUM $351MTEAM 12REPS 11
Other AUM ranges
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