RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
General Equity Holdings LP
RIABrooklynn, NY
AUM $310MTEAM 3REPS 2
Guardian Investment Management
RIATiburon, CA
AUM $310MREPS 2
O15 Capital Partners, LLC
RIAAtlanta, GA
AUM $310MTEAM 9REPS 4
Kensington Investment Counsel
RIALong Beach, CA
AUM $310MTEAM 4REPS 3
PTM Wealth Management, LLC
RIANorth Wales, PA
AUM $310MTEAM 7REPS 3
Invicta Advisors LLC
RIAOakmont, PA
AUM $310MTEAM 44REPS 14
Hudson Advisor Services, Inc.
RIABuffalo, NY
AUM $310MTEAM 6REPS 5
Chesapeake Financial Advisors
RIATowson, MD
AUM $310MTEAM 10REPS 3
American Wealth Management, Inc.
RIAAlpharetta, GA
AUM $310MTEAM 10REPS 9
MFA Wealth Services
RIAThousand Oaks, CA
AUM $310MTEAM 3REPS 2
NRI Wealth Management, LLC
RIASanta Clara, CA
AUM $310MTEAM 2REPS 2
Bill Opp Fixed Income Advisory Service, LLC
RIAAUM $310MTEAM 1REPS 1
Omega Wealth Management LLC
RIAArlington, VA
AUM $310MTEAM 7REPS 4
Windward Private Wealth Management Inc.
RIAOverland Park, KS
AUM $310MTEAM 9REPS 12
Storr Group
RIAWest Palm Beach, FL
AUM $310MTEAM 8REPS 2
Savant Partners, LLC
RIASan Mateo, CA
AUM $310MTEAM 4REPS 2
Trunorth Financial Services, Inc.
RIAChambersburg, PA
AUM $309MTEAM 6REPS 3
Beacon Financial Strategies Corp.
RIARaleigh, NC
AUM $309MTEAM 7REPS 4
Founders Equity Partners
RIAJackson, WY
AUM $309MTEAM 3REPS 3
Prospect Capital Advisors, LLC
RIASausalito, CA
AUM $309MTEAM 4REPS 2
AIM Capital
RIAScottsdale, AZ
AUM $309MTEAM 2REPS 2
Western Financial Corporation
RIASan Diego, CA
AUM $309MTEAM 6REPS 3
Milestone Asset Management Group, LLC
RIAAvon, CT
AUM $309MTEAM 3REPS 4
Meriwether Wealth & Planning, LLC
RIAMinden, LA
AUM $309MTEAM 8REPS 6
Other AUM ranges
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