RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Bennett Selby Investments, L.P.
RIAAUM $336MTEAM 3REPS 3
Shared Vision Wealth Group
RIAAUM $336MTEAM 3REPS 3
Peachtree Investment Partners, LLC
RIAAUM $336MTEAM 2REPS 2
Cross Rapids Capital LP
RIANew York, NY
AUM $336MTEAM 7REPS 4
Apricus Wealth LLC
RIABeaufort, SC
AUM $336MTEAM 6REPS 4
Mid-American Wealth Advisory Group
RIAKansas City, MO
AUM $336MTEAM 21REPS 8
Seix Clo Management LLC
RIAPark Ridge, NJ
AUM $336MTEAM 12REPS 3
Tomoro
RIAColts Neck, NJ
AUM $336MTEAM 17REPS 12
Personal Financial Profiles Inc
RIACoral Springs, FL
AUM $335MTEAM 2REPS 2
The Menard Financial Group, LLC
RIAHouston, TX
AUM $335MTEAM 3REPS 4
Cion Grosvenor Management, LLC
RIANew York, NY
AUM $335MTEAM 5REPS 6
BVP Management Company, LLC
RIANew York, NY
AUM $335MTEAM 8REPS 3
Trisperity Advisors, LLC
RIAKaty, TX
AUM $335MTEAM 2REPS 2
Livet Wealth, LLC
RIASpanish Fork, UT
AUM $335MTEAM 3REPS 3
Aspenridge Wealth Advisors
RIAFort Worth, TX
AUM $335MTEAM 7REPS 3
Pillsbury Lake Capital, LLC
RIAAUM $335MTEAM 4REPS 2
Gotham Green Partners, LLC
RIASanta Monica, CA
AUM $335MTEAM 10REPS 3
Abra Capital Management, LP
RIASan Francisco, CA
AUM $335MTEAM 40REPS 3
Baer Wealth Management
RIAMarietta, GA
AUM $335MTEAM 2REPS 3
Weik Capital Management
RIAWyomissing, PA
AUM $335MTEAM 8REPS 6
Wealthharbor Capital Group, LLC
RIAMetairie, LA
AUM $335MTEAM 9REPS 8
Neuberger Berman Loan Advisers Europe II LP
RIAChicago, IL
AUM $335MTEAM 3REPS 3
Ginjer
RIAParis
AUM $335MTEAM 7REPS 3
North Run Capital, LP
RIABoston, MA
AUM $335MTEAM 4REPS 3
Other AUM ranges
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