RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 7
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
TLW Wealth Management, LLC
RIAAUM $175MTEAM 5REPS 6
Three Bridges Capital, LP
RIAMonmouth Beach, NJ
AUM $175MTEAM 5REPS 3
Feenix Venture Partners, LLC
RIANew York, NY
AUM $175MTEAM 10REPS 2
Penbrook Management LLC
RIANew York, NY
AUM $175MTEAM 4REPS 4
Alan B. Lancz & Associates, Inc.
RIAToledo, OH
AUM $175MTEAM 4REPS 2
Appalachian Capital Management
RIASaint Clairsville, OH
AUM $175MTEAM 4REPS 2
CTA Wealth Advisors, Inc.
RIABurbank, CA
AUM $175MTEAM 4REPS 2
Gould Capital, LLC
RIATacoma, WA
AUM $175MTEAM 3REPS 4
Greenleaf Financial Group
RIACarmel, IN
AUM $175MTEAM 2REPS 2
WPA Family Office, LLC
RIADallas, TX
AUM $175MTEAM 5REPS 3
The Pillar Strategies
RIAFlemington, NJ
AUM $175MTEAM 4REPS 4
Wayve Capital Management, LLC
RIAAUM $175MTEAM 4REPS 3
Cicc Alpha Investment Management (USA), LLC
RIANew York, NY
AUM $175MTEAM 1REPS 4
Robert A. Zock & Co,Inc.
RIAWarner, NH
AUM $175MTEAM 1REPS 2
J. Freeman & Associates
RIAGreenville, SC
AUM $175MTEAM 2REPS 1
Power Asset Management LLC
RIALos Angeles, CA
AUM $175MTEAM 1REPS 1
Other AUM ranges
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