RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
MSP Wealth Management, LLC
RIAKlamath Falls, OR
AUM $228MTEAM 6REPS 4
Waterford Capital Investment Advisory Services LLC
RIAAddison, TX
AUM $228MTEAM 3REPS 2
Demarche
RIAOverland Park, KS
AUM $228MTEAM 22REPS 10
Cunning Capital, LLC
RIAAUM $228MTEAM 2REPS 2
Prentice Capital Management, LP
RIAGreenwich, CT
AUM $228MTEAM 6REPS 2
Meixler Investment Management, Ltd.
RIAShow Low, AZ
AUM $228MTEAM 1REPS 1
BAY Capital Advisors, LLC
RIAVirginia Beach, VA
AUM $228MTEAM 5REPS 6
Boyar Asset Management, Inc.
RIANew York, NY
AUM $228MTEAM 9REPS 4
Snider Advisors
RIAIrving, TX
AUM $228MTEAM 4REPS 4
Wealth Forward, LLC
RIAFargo, ND
AUM $228MTEAM 2REPS 2
Catalyst Capital Advisers LLC
RIADallas, TX
AUM $228MTEAM 2REPS 2
Tenzing Global
RIASan Francisco, CA
AUM $228MTEAM 4REPS 2
Cascade Wealth Advisors, Inc
RIAWenatchee, WA
AUM $228MTEAM 3REPS 3
Beacon Financial Advisors
RIARye Brook, NY
AUM $228MTEAM 4REPS 3
Alterna Equity Partners Management LLC
RIAFort Lauderdale, FL
AUM $228MTEAM 8REPS 2
Center For Wealth Management Advisory
RIAAUM $228MTEAM 5REPS 5
Lansdowne Wealth Management, LLC
RIAMystic, CT
AUM $228MTEAM 7REPS 7
Magnolia Capital Management
RIACold Spring, NY
AUM $228MTEAM 4REPS 10
Breach Inlet Capital Management, LLC
RIAMount Pleasant, SC
AUM $228MTEAM 4REPS 2
Commonwealth Financial Planners Inc
RIARoswell, GA
AUM $228MTEAM 3REPS 2
Pilotage Private Wealth Ag
RIAZurich
AUM $228MTEAM 4REPS 4
MRP Capital Investments, LLC
RIAAlpharetta, GA
AUM $228MTEAM 5REPS 3
Podell Financial Group LLC
RIAFairfield, NJ
AUM $228MTEAM 6REPS 5
The Wealthgarden F.S. LLC
RIAEl Segundo, CA
AUM $228MTEAM 5REPS 5
Other AUM ranges
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