RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wall Street Investment Management, LLC
RIAAUM $175MTEAM 2REPS 1
Capstone Investment Financial Group, LLC
RIAWebster, NY
AUM $175MTEAM 6REPS 7
Stewardship Concepts Financial Services LLC
RIASpokane, WA
AUM $175MTEAM 4REPS 4
Two Parks Capital LLC
RIANew York, NY
AUM $175MTEAM 5REPS 2
Odlum Brown USA Investment Management Limited
RIAVancouver, British Columbia
AUM $175MTEAM 30REPS 32
A.G. Morgan Financial Advisors, LLC
RIAMassapequa, NY
AUM $175MTEAM 3REPS 2
Sjhl Financial Group
RIAMcpherson, KS
AUM $175MTEAM 11REPS 13
Wedgewood Asset Management, LLC
RIARedondo Beach, CA
AUM $175MTEAM 3REPS 2
Family Legacy Financial Solutions, LLC
RIACary, NC
AUM $175MTEAM 7REPS 5
Unlimited
RIANew York, NY
AUM $174MTEAM 6REPS 4
Port Street Investments, LLC
RIANewport Beach, CA
AUM $174MTEAM 3REPS 2
Viaquest Advisors LLC
RIAHouston, TX
AUM $174MTEAM 5REPS 3
Echelons Capital, LLC
RIAPark City, UT
AUM $174MTEAM 2REPS 2
Maqro Advisors LLC
RIAAustin, TX
AUM $174MTEAM 4REPS 1
QMP Management, LLC
RIADallas, TX
AUM $174MTEAM 4REPS 4
ATX Financial Planning, LLC
RIAAustin, TX
AUM $174MTEAM 4REPS 2
Corrales & Co
RIAMiami, FL
AUM $174MTEAM 10REPS 6
Provident Financial Planning, LLC
RIAAddison, TX
AUM $174MTEAM 2REPS 4
Rockhill Advisors LLC
RIAVictor, ID
AUM $174MTEAM 2REPS 1
Murphy & Mullick Capital Management Corp
RIASmithtown, NY
AUM $174MTEAM 2REPS 2
Opal Advisors
RIABellevue, WA
AUM $174MTEAM 6REPS 5
JMS Capital Group Wealth Services, LLC
RIASewickley, PA
AUM $174MTEAM 4REPS 3
FMA Wealth Management, LLC
RIADuxbury, MA
AUM $174MTEAM 2REPS 1
Hanseatic Management Services Inc
RIAAlbuquerque, NM
AUM $174MTEAM 4REPS 4
Other AUM ranges
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