RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Glide Capital
RIAMiami, FL
AUM $328MTEAM 7REPS 3
Torrey Growth & Income Advisors, LLC
RIADel Mar, CA
AUM $328MTEAM 5REPS 6
Zenith Wealth Advisors
RIAScottsdale, AZ
AUM $328MTEAM 4REPS 5
Thomas Story and Son LLC
RIAPlymouth, IN
AUM $328MTEAM 2REPS 3
Sterneck Capital Management LLC
RIAKansas City, MO
AUM $328MTEAM 5REPS 4
Oxford Wealth Group, LLC
RIAOrlando, FL
AUM $328MTEAM 14REPS 9
Shore Point Advisors, LLC
RIABrielle, NJ
AUM $328MTEAM 5REPS 10
Fukoku Life International (America) Inc.
RIANew York, NY
AUM $328MTEAM 6REPS 5
Hudson Capital Advisory, Inc.
RIABuffalo, NY
AUM $328MTEAM 5REPS 5
Financial Decisions, LLC
RIANew York, NY
AUM $328MTEAM 8REPS 5
Cimarron Wealth Management, Inc.
RIAMontrose, CO
AUM $327MTEAM 14REPS 10
RYE Brook Capital, LLC
RIAGreenwich, CT
AUM $327MTEAM 1REPS 1
Level 5 Capital Partners, LLC
RIAAUM $327MTEAM 11REPS 4
Latko Wealth Management, Ltd.
RIAFrankfort, IL
AUM $327MTEAM 7REPS 3
Greenwood Family Advisors LLC
RIAMiami, FL
AUM $327MTEAM 3REPS 3
Pointone Family Office
RIAManhattan Beach, CA
AUM $327MTEAM 4REPS 3
Octavia Investments LLC
RIAAUM $327MTEAM 1REPS 1
Vinci Partners USA
RIANew York, NY
AUM $327MTEAM 14REPS 2
Ardent Capital Management, Inc.
RIACincinnati, OH
AUM $327MTEAM 5REPS 2
Wilkerson Advisory Group LLC
RIAColumbia, MO
AUM $327MTEAM 10REPS 7
Mpwm Advisory Solutions LLC
RIAAlpharetta, GA
AUM $327MTEAM 20REPS 15
Avondale Wealth Management LLC
RIAWest Lake Hills, TX
AUM $327MTEAM 7REPS 5
MFG Partners LLC
RIANew York, NY
AUM $327MTEAM 8REPS 3
Vantage Point Wealth Management
RIAPlymouth, MN
AUM $327MTEAM 17REPS 15
Other AUM ranges
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