RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Commerce Advisors, LLC
RIAMemphis, TN
AUM $338MTEAM 6REPS 5
Uwharrie Investment Advisors, Inc.
RIAAlbemarle, NC
AUM $338MTEAM 14REPS 16
325 Capital
RIANew York, NY
AUM $338MTEAM 7REPS 4
Assetgrade, LLC
RIABoston, MA
AUM $338MTEAM 3REPS 3
Lucas Group Financial Advisors, LLC
RIAFreeport, IL
AUM $338MTEAM 9REPS 7
Mutima Capital Management LLC
RIANew York, NY
AUM $337MTEAM 3REPS 2
Lenk Ladner Investment Solutions LLC
RIAOsterville, MA
AUM $337MTEAM 3REPS 3
Wasatch Equity Partners
RIALogan, UT
AUM $337MTEAM 7REPS 5
Bluedoor Private Wealth, LLC
RIABeverly, MA
AUM $337MTEAM 6REPS 6
Evoadvisors
RIARichmond, VA
AUM $337MTEAM 7REPS 5
Augment Infrastructure Managers Advisory LLC
RIAChevy Chase, MD
AUM $337MTEAM 10REPS 3
The Nalls Sherbakoff Group, LLC
RIAKnoxville, TN
AUM $337MTEAM 5REPS 3
Mullaney Keating & Wright Inc
RIAMiddletown, CT
AUM $337MTEAM 3REPS 3
Washington Avenue Advisors
RIALansing, MI
AUM $337MTEAM 11REPS 9
Valspring Capital
RIAAUM $337MTEAM 7REPS 4
New Catalyst
RIAWashington, DC
AUM $337MTEAM 8REPS 3
TRU Independence Asset Management, LLC
RIAPortland, OR
AUM $337MTEAM 24REPS 12
Vestura, LLC
RIAHobart, WI
AUM $337MTEAM 4REPS 3
Everstar Asset Management, LLC
RIAMooresville, NC
AUM $337MTEAM 13REPS 11
Assembly Wealth
RIAMill Valley, CA
AUM $337MTEAM 9REPS 7
Kilner Capital Advisors, LLC
RIAGaithersburg, MD
AUM $337MTEAM 3REPS 4
Alterna Capital Partners LLC
RIAAUM $337MTEAM 4REPS 4
Journey Financial Group, Inc.
RIABuffalo Grove, IL
AUM $336MTEAM 7REPS 5
ADG Wealth Management Group, LLC
RIAMetairie, LA
AUM $336MTEAM 4REPS 3
Other AUM ranges
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