RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Matthew 25 Management Corp
RIAAmbler, PA
AUM $316MTEAM 1REPS 2
Proactive Wealth Strategies, LLC
RIAMarietta, GA
AUM $316MTEAM 4REPS 6
Sparta Wealth Partners
RIACharlotte, NC
AUM $316MTEAM 8REPS 6
Kenora Financial, LLC
RIADes Plaines, IL
AUM $316MTEAM 7REPS 4
Advaita Capital LLC
RIABoston, MA
AUM $316MTEAM 3REPS 3
Marquette Associates, Inc.
RIAWest Chester, PA
AUM $316MTEAM 6REPS 5
4d Advisors, LLC
RIARedondo Beach, CA
AUM $316MTEAM 3REPS 2
Garrison Point Capital, LLC
RIASan Francisco, CA
AUM $316MTEAM 4REPS 4
Thames Financial Management
RIANorwich, CT
AUM $315MTEAM 2REPS 3
Accelerate Retirement
RIAAliso Viejo, CA
AUM $315MTEAM 40REPS 33
Camarda Wealth Advisory Group
RIAFleming Island, FL
AUM $315MTEAM 17REPS 13
Walker Asset Management, LLC
RIAAUM $315MTEAM 4REPS 3
Cornerstone Select Advisors, LLC
RIASaint Louis, MO
AUM $315MTEAM 4REPS 4
Aurelius Family Office, LLC
RIABedford, NH
AUM $315MTEAM 8REPS 6
Marcellus Investment Managers Private Limited
RIAMumbai Maharashtra
AUM $315MTEAM 69REPS 7
Bonner & Smith, LLC
RIALubbock, TX
AUM $315MTEAM 3REPS 3
Ninepointtwo Capital LLC
RIALos Angeles, CA
AUM $315MTEAM 2REPS 2
Twin Lakes Capital
RIARedwood City, CA
AUM $315MTEAM 5REPS 2
WMS Wealth Planners
RIAPittsburgh, PA
AUM $315MTEAM 6REPS 3
Vista Advisor Group, LLC
RIAWalnut Creek, CA
AUM $315MTEAM 5REPS 3
Define Financial, LLC
RIASan Diego, CA
AUM $315MTEAM 7REPS 5
Granite Capital
RIAOakland, CA
AUM $315MTEAM 2REPS 2
Horter Investment Management, LLC
RIACincinnati, OH
AUM $314MTEAM 43REPS 30
The Fauser Group, LLC
RIAMercer Island, WA
AUM $314MTEAM 4REPS 1
Other AUM ranges
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