RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
L. C. Bhandari & Co
RIAAUM $344MTEAM 1REPS 2
Walser Wealth Management Company, A Limited Liability Company
RIATampa, FL
AUM $344MTEAM 26REPS 14
Kellett Wealth Advisors, LLC
RIACincinnati, OH
AUM $344MTEAM 4REPS 3
Prospera Capital Management, LLC
RIAAUM $344MTEAM 3REPS 3
The Clark Group Asset Management
RIADana Point, CA
AUM $344MTEAM 5REPS 4
Bourne Lent Asset Managament, Inc.
RIAPawling, NY
AUM $344MTEAM 4REPS 3
Cambrian Capital Management, L.L.C.
RIANewtown Square, PA
AUM $344MTEAM 11REPS 5
Safe Harbor Capital Partners
RIACoconut Grove, FL
AUM $344MTEAM 23REPS 5
Pathfinder 360 Managementco, LLC
RIAMinnetonka, MN
AUM $344MTEAM 1REPS 1
Garden City Management, LLC
RIACharlotte, NC
AUM $344MTEAM 5REPS 2
Attessa Capital LLC
RIATucson, AZ
AUM $344MTEAM 8REPS 8
M Group
RIAAUM $344MTEAM 2REPS 2
Formula Growth Limited
RIAMontreal
AUM $343MTEAM 15REPS 6
Formula Growth Management Corp
RIANew York, NY
AUM $343MTEAM 2REPS 3
Pegasus Capital Advisors, L.P.
RIAStamford, CT
AUM $343MTEAM 14REPS 5
Victrix Investment Advisors
RIAStuart, FL
AUM $343MTEAM 7REPS 7
Vertrix Wealth Management, LLC
RIATroy, MI
AUM $343MTEAM 12REPS 7
Coordinated Financial Planning Corp
RIACincinnati, OH
AUM $343MTEAM 6REPS 6
Martha's Vineyard Investment Advisors, LLC
RIAWest Tisbury, MA
AUM $343MTEAM 6REPS 6
Williams & Novak Wealth Management, LLC
RIAWestlake Village, CA
AUM $343MTEAM 8REPS 4
Ballast Financial Advisors, LLC
RIAWest Chester, PA
AUM $343MTEAM 5REPS 6
Augment Advisors, LLC
RIAAustin, TX
AUM $343MTEAM 3REPS 3
Matune Basile Advisors
RIAHermitage, PA
AUM $343MTEAM 5REPS 4
Diameter Dcf Advisor LLC
RIANew York, NY
AUM $343MTEAM 119REPS 4
Other AUM ranges
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