RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Allen Capital Management, LLC
RIAVancouver, WA
AUM $200MTEAM 9REPS 2
Newbore Wealth Management, Inc.
RIAGladstone, OR
AUM $200MTEAM 3REPS 2
WH Cornerstone Investments Inc.
RIADuxbury, MA
AUM $200MTEAM 6REPS 4
Credit Bridge Advisors LLC
RIAAUM $200MTEAM 6REPS 3
AI Alpha LLC
RIAGrand Rapids, MI
AUM $200MTEAM 3REPS 3
Sapphire Blue Investment Partners
RIAFenton, MI
AUM $200MTEAM 5REPS 3
Aspen Private Advisors, LLC
RIASioux Falls, SD
AUM $200MTEAM 5REPS 5
Flagship Capital Management Inc
RIAMedia, PA
AUM $200MTEAM 4REPS 3
Planning Works Advisory, Inc.
RIAAustin, TX
AUM $200MTEAM 4REPS 4
Kapusta Financial Group
RIAPittsburgh, PA
AUM $200MTEAM 4REPS 3
LBB Holding Company LLC
RIANorwalk, CT
AUM $200MTEAM 5REPS 4
IA Network, LLC
RIACharlotte, NC
AUM $200MTEAM 5REPS 4
Capital Asset Management, Inc.
RIAColumbus, OH
AUM $200MTEAM 3REPS 2
KG Capital Management, LLC
RIASaint Francisville, LA
AUM $200MTEAM 4REPS 11
DBK Financial Counsel, LLC
RIACuyahoga Falls, OH
AUM $199MTEAM 4REPS 3
CND Financial
RIALivonia, MI
AUM $199MTEAM 3REPS 3
Glenwood Investment Group, LLC
RIAManchester, NH
AUM $199MTEAM 4REPS 3
AdvisoR.Investments
RIABaton Rouge, LA
AUM $199MTEAM 6REPS 3
Pingora Partners LLC
RIADallas, TX
AUM $199MTEAM 1REPS 1
The Catalyst Group, Inc.
RIAHouston, TX
AUM $199MTEAM 4REPS 6
Scalar Gauge Management, LLC
RIADallas, TX
AUM $199MTEAM 3REPS 1
Miller Global Investments, L.L.C.
RIADallas, TX
AUM $199MTEAM 2REPS 2
Tranquilli Financial Advisor, LLC
RIAClinton, NJ
AUM $199MTEAM 2REPS 2
Naviquant
RIAAUM $199MTEAM 1REPS 1
Other AUM ranges
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