RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
DAI Advisors
RIAMenlo Park, CA
AUM $330MTEAM 1REPS 1
Paragon Financial Partners
RIAWoodland Hills, CA
AUM $330MTEAM 2REPS 2
N.V.N.G. Investments, Inc.
RIAKalamazoo, MI
AUM $330MTEAM 1REPS 1
Powers Advisory Group, LLC
RIAHighland, IL
AUM $330MTEAM 7REPS 5
Stella Point Capital, LP
RIANew York, NY
AUM $329MTEAM 12REPS 3
501 North, LLC
RIANew York, NY
AUM $329MTEAM 9REPS 2
Bryspen, Incorporated
RIAWashington, DC
AUM $329MTEAM 2REPS 2
Gutierrez Wealth Advisory, LLC
RIALittle Rock, AR
AUM $329MTEAM 4REPS 5
CI Capital Partners
RIAAUM $329MTEAM 7REPS 2
Pearl Planning
RIADexter, MI
AUM $329MTEAM 7REPS 6
Benchmark Investment Advisors LLC
RIAChicago, IL
AUM $329MTEAM 6REPS 3
Wealth Management Cpas, LLC
RIASalt Lake City , UT
AUM $329MTEAM 11REPS 7
Power Financial Partners, LLC
RIATampa, FL
AUM $329MTEAM 4REPS 4
NWM Advisors, LLC
RIASan Luis Obispo, CA
AUM $329MTEAM 2REPS 2
MTC Wealth Management
RIATampa, FL
AUM $329MTEAM 16REPS 15
Techquity Capital Management
RIAAustin, TX
AUM $329MTEAM 2REPS 2
Game Creek Capital, LP
RIABoston, MA
AUM $329MTEAM 10REPS 3
BR Wealth Management
RIABoise, ID
AUM $329MTEAM 7REPS 5
Fvlcrum Partners, LLC
RIABethesda, MD
AUM $329MTEAM 16REPS 3
Ballast Capital Advisors, LLC
RIAWest Des Moines, IA
AUM $329MTEAM 7REPS 4
Artifex Financial Group, LLC
RIAOakwood, OH
AUM $329MTEAM 5REPS 5
Wolf River Capital Management, LLC
RIAMemphis, TN
AUM $329MTEAM 8REPS 7
Kenney Investments Inc
RIANorthfield, IL
AUM $328MTEAM 2REPS 2
OMC Financial Services Ltd
RIASyracuse, NY
AUM $328MTEAM 7REPS 4
Other AUM ranges
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