RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Sonoma Allocations
RIASanta Rosa, CA
AUM $350MTEAM 4REPS 3
Turn8 Private Wealth Inc.
RIAPointe Claire
AUM $350MTEAM 6REPS 2
Superior Planning Wealth Management & Family Office
RIASan Diego, CA
AUM $350MTEAM 12REPS 13
Paul Manners & Associates, Inc.
RIAMarietta, GA
AUM $350MTEAM 3REPS 2
Guggenheim Private Investments, LLC
RIANew York, NY
AUM $349MTEAM 5REPS 3
Empower Wealth Management
RIACedar Park, TX
AUM $349MTEAM 5REPS 5
Aragon Capital LLC
RIAFort Lauderdale, FL
AUM $349MTEAM 10REPS 7
Altriarch Asset Management, LLC
RIACharleston, SC
AUM $349MTEAM 15REPS 3
FWG Investments, LLC
RIALexington, KY
AUM $349MTEAM 27REPS 11
Willis Asset Finance Management LLC
RIACoconut Creek, FL
AUM $349MTEAM 17REPS 3
Jackson Creek Investment Advisors LLC
RIACastle Rock, CO
AUM $349MTEAM 6REPS 4
Brooks, Moore & Associates, Inc.
RIAChattanooga, TN
AUM $349MTEAM 5REPS 3
Factor Investing Group
RIAWestborough, MA
AUM $349MTEAM 6REPS 5
Arlen Capital, LLC
RIAWarwick, RI
AUM $349MTEAM 6REPS 4
EGI Financial, Inc.
RIAAkron, OH
AUM $349MTEAM 8REPS 10
Gainline Financial Partners, LLC
RIALouisville, CO
AUM $349MTEAM 6REPS 7
Wittlin Advisory
RIAAUM $348MTEAM 4REPS 3
Carbon Collective Investing, LLC
RIAOakland, CA
AUM $348MTEAM 4REPS 4
Opal Capital LLC
RIABoca Raton, FL
AUM $348MTEAM 11REPS 7
Trill Impact Advisory Inc.
RIANew York, NY
AUM $348MTEAM 5REPS 1
Elliott Cove Capital Management
RIASeattle, WA
AUM $348MTEAM 11REPS 11
Smartharvest Portfolios
RIAAUM $348MTEAM 1REPS 1
Wafd Wealth, Inc
RIASeattle, WA
AUM $348MTEAM 14REPS 10
American Retirement Planning Group Inc
RIALas Vegas, NV
AUM $348MTEAM 5REPS 2
Other AUM ranges
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