RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Element Squared Private Wealth
RIAMinneapolis, MN
AUM $203MTEAM 7REPS 6
SG Real Estate I
RIASouthfield, MI
AUM $203MTEAM 20REPS 2
Rayliant Investment Research
RIAWalnut, CA
AUM $203MTEAM 21REPS 4
DV Capital Advisors, LLC
RIAChicago, IL
AUM $203MTEAM 11REPS 3
Kahala Financial Advisors, LLC
RIAHonolulu, HI
AUM $203MTEAM 2REPS 2
Wazee Street Capital Management LLC
RIAGreenwood Village, CO
AUM $203MTEAM 4REPS 2
WJ Financial Advisors, LLC
RIAKillingworth, CT
AUM $203MTEAM 3REPS 6
Mcdermott Investment Advisors, LLC
RIANaples, FL
AUM $203MTEAM 10REPS 8
New Horizons Wealth Management
RIACedar Knolls, NJ
AUM $203MTEAM 9REPS 6
Ball & Company
RIAAUM $203MTEAM 4REPS 2
Independent Wealth Management, LLC
RIATraverse City, MI
AUM $203MTEAM 3REPS 3
Syntax Research, Inc.
RIABoca Raton, FL
AUM $203MTEAM 2REPS 1
Northsands Capital
RIANew York, NY
AUM $203MTEAM 6REPS 3
Harmont Fixed Income, LLC
RIAAUM $203MTEAM 1REPS 1
Chicago Capital Management, LLC
RIAChicago, IL
AUM $203MTEAM 4REPS 2
Forness Financial LLC
RIANeedham, MA
AUM $203MTEAM 3REPS 3
Campbell Financial Partners, LLC
RIAFort Myers, FL
AUM $203MTEAM 2REPS 2
CFM Advisors Inc
RIAHauppauge, NY
AUM $203MTEAM 7REPS 6
Wernau Asset Management
RIAGloucester, MA
AUM $203MTEAM 2REPS 2
Steelhead Capital Management, LLC
RIAFort Worth, TX
AUM $203MTEAM 6REPS 1
Keenan Financial
RIABoston, MA
AUM $202MTEAM 27REPS 21
Hansen & Associates Financial Group Inc.
RIARoseville, CA
AUM $202MTEAM 4REPS 4
Mcguire Capital Advisors, Inc.
RIABethany, OK
AUM $202MTEAM 5REPS 4
Robinson Value Management, Ltd.
RIASan Antonio, TX
AUM $202MTEAM 2REPS 2
Other AUM ranges
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