RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
ISQ Openinfra Registered Advisor LLC
RIAMiami, FL
AUM $348MTEAM 331REPS 5
4j Wealth Management, LLC
RIAMclean, VA
AUM $348MTEAM 4REPS 4
Oakbourne Advisors
RIABerkeley Heights, NJ
AUM $348MTEAM 10REPS 8
Michels Family Financial, LLC
RIAFort Worth, TX
AUM $348MTEAM 8REPS 2
United Financial Planning Group LLC
RIAHauppauge, NY
AUM $347MTEAM 8REPS 4
Heritage Oak Wealth Advisors
RIASanta Rosa Beach, FL
AUM $347MTEAM 11REPS 4
Cottonwood Capital Advisors
RIAIrving, TX
AUM $347MTEAM 5REPS 5
Arctaris Impact Investors
RIAWellesley, MA
AUM $347MTEAM 24REPS 5
HCG Fund Management LP
RIARaleigh, NC
AUM $347MTEAM 11REPS 2
Education Growth Partners, LLC
RIAStamford, CT
AUM $347MTEAM 7REPS 2
Pflug Koory, LLC
RIAOmaha, NE
AUM $347MTEAM 2REPS 4
Leconte Wealth Management, LLC
RIAMaryville, TN
AUM $347MTEAM 11REPS 7
Right Side Capital Management, LLC
RIASan Francisco, CA
AUM $347MTEAM 12REPS 3
Citrine Capital
RIASan Francisco, CA
AUM $347MTEAM 8REPS 6
Custos Family Office LLC
RIAAUM $347MTEAM 2REPS 3
Lodestone Wealth Management LLC
RIASpokane, WA
AUM $346MTEAM 3REPS 3
Angellist Asset Management, LLC
RIASeattle, WA
AUM $346MTEAM 10REPS 5
Wmgna
RIAFarmington, CT
AUM $346MTEAM 9REPS 4
Long Road Investment Counsel, LLC
RIAKalamazoo, MI
AUM $346MTEAM 2REPS 2
Gebhardt Group, Inc
RIALafayette, CA
AUM $346MTEAM 7REPS 3
GBM Wealth Management, Inc.
RIAHouston, TX
AUM $346MTEAM 10REPS 10
Brightline Capital Management, LLC
RIAMiami, FL
AUM $346MTEAM 8REPS 3
Velocis Management, LLC
RIADallas, TX
AUM $346MTEAM 20REPS 6
Triatomic Capital
RIAPalo Alto, CA
AUM $346MTEAM 9REPS 5
Other AUM ranges
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