RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Avant Capital, LLC
RIALafayette, LA
AUM $176MTEAM 5REPS 3
Summerhaven Investment Management, LLC
RIAStamford, CT
AUM $176MTEAM 8REPS 4
Kelsey Financial, LLC
RIAMoorpark, CA
AUM $176MTEAM 8REPS 7
Mclaughlin Asset Management, Inc.
RIADanville, IL
AUM $176MTEAM 4REPS 4
Nine Left Capital LP
RIANew York, NY
AUM $176MTEAM 5REPS 2
Mackay Financial Planning, LLC
RIASpringfield, MO
AUM $176MTEAM 2REPS 3
SFI Advisors, LLC
RIAMontclair, NJ
AUM $176MTEAM 12REPS 4
Sovereign Asset Management
RIAAmherst, NY
AUM $176MTEAM 2REPS 2
Philadelphia Investment Partners, LLC
RIAVoorhees, NJ
AUM $176MTEAM 2REPS 2
Together Planning
RIAGainesville, FL
AUM $176MTEAM 4REPS 4
Comprehensive Financial Planning Inc
RIAOklahoma City, OK
AUM $176MTEAM 2REPS 1
Fellowship Financial Group
RIAMaitland, FL
AUM $176MTEAM 7REPS 3
Planvest Financial, Inc.
RIAGaithersburg, MD
AUM $176MTEAM 8REPS 6
Intentional
RIAFort Mill, SC
AUM $176MTEAM 3REPS 3
Routeburn Capital
RIAAUM $176MTEAM 2REPS 1
Toptier Wealth Management
RIAAUM $176MTEAM 2REPS 5
Preserver Partners
RIAMemphis, TN
AUM $176MTEAM 5REPS 2
Catchlight Capital Management LLC
RIAAUM $176MTEAM 8REPS 3
Profusion Private Wealth
RIASaint Louis, MO
AUM $176MTEAM 3REPS 3
Macke Financial Advisory Group
RIAFort Myers, FL
AUM $176MTEAM 5REPS 3
Fiduciary Financial Planning Network
RIAOnalaska, WI
AUM $176MTEAM 5REPS 6
Downing Street Wealth Management LLC
RIAGreenwood Village, CO
AUM $176MTEAM 2REPS 2
Light Financial Services, Inc.
RIAFargo, ND
AUM $176MTEAM 2REPS 2
Hill Country Group
RIABoerne, TX
AUM $176MTEAM 6REPS 5
Other AUM ranges
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