RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Bright Path Sports Partners, LLC
RIACleveland, OH
AUM $195MTEAM 4REPS 4
Cambridge Cape Cod Advisors, LLC
RIASandwich, MA
AUM $195MTEAM 2REPS 2
Altmore Capital Investment Management, LLC
RIAArlington, VA
AUM $195MTEAM 10REPS 3
Alpha Dna Investment Management
RIAColumbia, MD
AUM $195MTEAM 4REPS 3
Michael Traxler Wealth Management, LLC
RIANew Prague, MN
AUM $195MTEAM 6REPS 5
Sensible Portfolios, LLC
RIAAUM $195MTEAM 2REPS 2
Aeref Management, LLC
RIANew York, NY
AUM $194MTEAM 20REPS 7
3d Advisor Group, Inc.
RIAAUM $194MTEAM 2REPS 2
Liberty Financial Group, Inc.
RIAElm Grove, WI
AUM $194MTEAM 5REPS 3
Accord Equity Advisors LLC
RIASan Francisco, CA
AUM $194MTEAM 7REPS 4
Drum Hill Capital, LLC
RIAWestport, CT
AUM $194MTEAM 3REPS 4
Neil Jesani Wealth Management
RIASunrise, FL
AUM $194MTEAM 13REPS 8
Wacona Capital, LLC
RIACharlottesville, VA
AUM $194MTEAM 5REPS 2
Cypress Ridge Capital, L.P.
RIANew York, NY
AUM $194MTEAM 6REPS 3
Townsend Wealth Management
RIAColumbus, GA
AUM $194MTEAM 3REPS 2
T.T.G. Financial, Inc.
RIACanton, OH
AUM $194MTEAM 6REPS 3
Innovative Advisory Group
RIALexington, MA
AUM $194MTEAM 9REPS 8
Capital and Planning, LLC
RIAJonesboro, GA
AUM $194MTEAM 2REPS 3
Integrity Wealth Partners, LLC
RIAWalnut Creek, CA
AUM $194MTEAM 4REPS 2
Tetley Investments, LLC
RIAPark Ridge, IL
AUM $194MTEAM 3REPS 4
Buckley Capital Advisors, LLC
RIAMiami Beach, FL
AUM $194MTEAM 6REPS 3
MWS Capital Consultants LLC
RIAChicago, IL
AUM $194MTEAM 3REPS 4
Morgens, Waterfall, Vintiadis & Company, Inc.
RIANew York, NY
AUM $194MTEAM 9REPS 3
D. M. Brenner, Inc.
RIASolana Beach, CA
AUM $194MTEAM 5REPS 4
Other AUM ranges
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