RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 11
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
Great Elm Capital Management, LLC
RIAPalm Beach Gardens, FL
AUM $346MTEAM 21REPS 5
Rede Wealth, LLC
RIACharlottesville, VA
AUM $346MTEAM 4REPS 3
Booster Asset Management, LLC
RIAWheaton, IL
AUM $346MTEAM 2REPS 3
Jefferies Credit Partners Europe Limited
RIALondon
AUM $346MTEAM 12REPS 3
Arcadia Investment Advisors, LLC
RIAEagle, ID
AUM $346MTEAM 6REPS 3
Archway Wealth Management, LLC
RIAKirkwood, MO
AUM $346MTEAM 4REPS 3
Vedanta Management, LP
RIANew York, NY
AUM $346MTEAM 6REPS 2
Continuum Wealth Advisors, LLC
RIASaratoga Springs, NY
AUM $346MTEAM 7REPS 6
Ipcp Management, LLC
RIABoca Raton, FL
AUM $346MTEAM 12REPS 3
Placeholder Management, LLC
RIANew York, NY
AUM $345MTEAM 7REPS 3
Borderless Management LLC
RIAClermont, FL
AUM $345MTEAM 24REPS 3
Other AUM ranges
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