RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
BIP Capital Management Services, LLC
RIAAtlanta, GA
AUM $345MTEAM 6REPS 4
Fortress Planning Group
RIAWaukesha, WI
AUM $345MTEAM 6REPS 5
Black Toro LLC
RIAMiami, FL
AUM $345MTEAM 15REPS 7
Ahakista Capital LLC
RIAAUM $345MTEAM 8REPS 6
RHP Wealth Management
RIAHouston, TX
AUM $345MTEAM 9REPS 5
Hicks Capital Management, LLC
RIAColumbus, OH
AUM $345MTEAM 5REPS 4
Intrinsic Wealth Counsel, Inc.
RIATempe, AZ
AUM $345MTEAM 7REPS 4
Teramo Advisors, LLC
RIANaples, FL
AUM $345MTEAM 5REPS 3
Nepsis, Inc.
RIAMinneapolis, MN
AUM $345MTEAM 37REPS 13
Loftin Wealth Partners
RIAJohns Creek, GA
AUM $344MTEAM 6REPS 7
Crescent Advisor Group, Inc.
RIAPlano, TX
AUM $344MTEAM 18REPS 17
Guinness Atkinson Asset Management, Inc.
RIAPasadena, CA
AUM $344MTEAM 41REPS 5
Bell Asset Management USA Inc
RIAAUM $344MREPS 4
Other AUM ranges
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