RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Legacy Wealth Management Inc.
RIAManassas, VA
AUM $251MTEAM 10REPS 4
M Premier Partners
RIAIndian Wells, CA
AUM $251MTEAM 3REPS 2
Karlov Street Capital, LLC
RIABoca Raton, FL
AUM $251MTEAM 4REPS 2
Seek First Inc.
RIACampbell, CA
AUM $251MTEAM 6REPS 3
AC Investment Management LLC
RIANew York, NY
AUM $251MTEAM 8REPS 2
Teton Advisors, LLC
RIAGreenwich, CT
AUM $251MTEAM 5REPS 6
Blodgett Wealth Advisors, LLC
RIAAUM $251MTEAM 3REPS 3
Bios Capital Management, LP
RIAFort Worth, TX
AUM $251MTEAM 8REPS 1
Styre Wealth
RIAFort Worth, TX
AUM $251MTEAM 6REPS 1
Titan Fund Management, LLC
RIAAlbuquerque, NM
AUM $251MTEAM 28REPS 3
Deane Retirement Strategies, Inc.
RIANew Orleans, LA
AUM $251MTEAM 5REPS 3
Stone Creek Group, LLC
RIAEnglewood, CO
AUM $251MTEAM 5REPS 1
Wealthmd Corporation
RIALouisville, KY
AUM $251MTEAM 4REPS 2
Amara Financial, LLC
RIASan Francisco, CA
AUM $250MTEAM 3REPS 3
Recurring Capital Management Company, LLC
RIAAustin, TX
AUM $250MTEAM 6REPS 3
MWA Investments, LLC
RIAWhite Stone, VA
AUM $250MTEAM 1REPS 2
LIG Capital Management, LLC
RIAOklahoma City, OK
AUM $250MTEAM 4REPS 5
Metronome Capital LLP
RIALondon London
AUM $250MTEAM 5REPS 2
Farley Capital
RIAAUM $250MTEAM 4REPS 3
Fisher & Wiens Wealth Management, LLC
RIADanville, CA
AUM $250MTEAM 1REPS 2
Mokan Wealth Management
RIAOverland Park, KS
AUM $250MTEAM 4REPS 2
Main Street Investment Advisors, LLC
RIANorthbrook, IL
AUM $250MTEAM 3REPS 3
Maven Equity Partners, LLC
RIALarkspur, CA
AUM $250MTEAM 3REPS 1
Cogent Private Wealth
RIAOrlando, FL
AUM $250MTEAM 8REPS 4
Other AUM ranges
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