RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Twin Lions Management
RIAStamford, CT
AUM $216MTEAM 3REPS 2
Wedgewood Investors Inc
RIAErie, PA
AUM $216MTEAM 4REPS 1
Medici Capital LLC
RIANewport Beach, CA
AUM $216MTEAM 2REPS 1
Cleveland Capital Management, L.L.C.
RIARocky River, OH
AUM $216MTEAM 2REPS 2
Vennlight Capital Management, LP
RIAAUM $216MTEAM 3REPS 1
Marrick Wealth
RIAIrvine, CA
AUM $216MTEAM 3REPS 2
Kennedy Wealth & Tax Management, LLC
RIASouthbury, CT
AUM $215MTEAM 4REPS 1
Levin Funding Group LLC
RIATucson, AZ
AUM $215MTEAM 2REPS 2
Values First Advisors, Inc.
RIAJohnson City, TN
AUM $215MTEAM 12REPS 7
Advantage Investment Management
RIALouisville, KY
AUM $215MTEAM 10REPS 6
Gragg Financial
RIAShelby, NC
AUM $215MTEAM 12REPS 3
Illumine Investment Management, LLC
RIAPoulsbo, WA
AUM $215MTEAM 5REPS 4
Dishmi Capital, LLC
RIAPasadena, CA
AUM $215MTEAM 4REPS 5
Consilium, LLC
RIABoulder, CO
AUM $215MTEAM 1REPS 1
Providence Financial And Insurances, Inc.
RIAWoodland Hills, CA
AUM $215MTEAM 16REPS 6
Financial Service Group Inc
RIACaledonia, WI
AUM $215MTEAM 8REPS 4
Florian Financial Group LLC
RIAWilliamsville, NY
AUM $215MTEAM 8REPS 3
Broadway Advisor Group
RIAAlbany, NY
AUM $215MTEAM 4REPS 2
Simplyria Advisor Network
RIABrighton, MI
AUM $215MTEAM 26REPS 24
Schultz Financial Group Incorporated
RIAReno, NV
AUM $215MTEAM 4REPS 5
Powerhouse Assets LLC
RIAAUM $215MTEAM 3REPS 3
Kinwell LLC
RIACharleston, SC
AUM $215MTEAM 2REPS 2
Downshift Financial
RIAAUM $215MTEAM 3REPS 3
Archon Capital Management LLC
RIASeattle, WA
AUM $215MTEAM 6REPS 3
Other AUM ranges
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