RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pointer Financial Advisors LLC
RIAColumbia, MD
AUM $176MTEAM 5REPS 1
Livelsberger Financial Advisory
RIAAshland, OH
AUM $176MTEAM 4REPS 1
Parable Wealth Advisors
RIASt. Augustine, FL
AUM $176MTEAM 5REPS 5
Nerad + Deppe Wealth Management
RIALa Jolla, CA
AUM $176MTEAM 2REPS 2
Collar Capital Management, LLC
RIAAppleton, WI
AUM $176MTEAM 3REPS 4
Corbett Road Capital Management, LLC
RIAMclean, VA
AUM $176MTEAM 5REPS 1
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
Other AUM ranges
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