RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 31
Camarda Wealth Advisory Group
RIAFleming Island, FL
AUM $315MTEAM 17REPS 12
Walker Asset Management, LLC
RIAAUM $315MTEAM 4REPS 3
Cornerstone Select Advisors, LLC
RIASaint Louis, MO
AUM $315MTEAM 4REPS 5
Lincoln Energy Holdings LLC
RIAEnglewood, CO
AUM $315MTEAM 12REPS 6
Aurelius Family Office, LLC
RIABedford, NH
AUM $315MTEAM 8REPS 6
Forte Asset Management, LLC
RIAAUM $315MTEAM 2REPS 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
The Future Fund LLC
RIAChicago, IL
AUM $314MTEAM 3REPS 2
Bernard Wealth Management Corp.
RIARoyal Oak, MI
AUM $314MTEAM 4REPS 3
Templeton & Phillips Capital Management, LLC
RIALookout Mountain, TN
AUM $314MTEAM 3REPS 2
Other AUM ranges
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