RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
The Nalls Sherbakoff Group, LLC
RIAKnoxville, TN
AUM $337MTEAM 5REPS 3
New England Research & Management, Inc.
RIAChicago, IL
AUM $337MTEAM 4REPS 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 11
Vestura, LLC
RIAHobart, WI
AUM $337MTEAM 4REPS 4
Everstar Asset Management, LLC
RIAMooresville, NC
AUM $337MTEAM 13REPS 11
Assembly Wealth
RIAMill Valley, CA
AUM $337MTEAM 9REPS 6
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
RPS Retirement Plan Advisors
RIAAustin, TX
AUM $336MTEAM 3REPS 4
Martin & Company
RIAValencia, CA
AUM $336MTEAM 6REPS 4
Colony Capital Investment Advisors, LLC
RIABoca Raton, FL
AUM $336MTEAM 86REPS 3
Lonestar Registered Investment Advisors, LLC
RIALubbock, TX
AUM $336MTEAM 13REPS 12
Capital Ideas
RIADallas, TX
AUM $336MTEAM 5REPS 5
Agate Pass Investment, LLC
RIABainbridge, WA
AUM $336MTEAM 5REPS 4
Loon Lake Capital Management LP
RIABoston, MA
AUM $336MTEAM 6REPS 2
Treasure Valley Financial Planning
RIAMeridian, ID
AUM $336MTEAM 10REPS 9
Cogent Strategic Wealth LLC
RIAChicago, IL
AUM $336MTEAM 4REPS 2
Intrepid Investment Management, LLC
RIAHouston, TX
AUM $336MTEAM 7REPS 5
LEH III Management LLC
RIAEnglewood, CO
AUM $336MTEAM 14REPS 5
Other AUM ranges
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