RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Port Street Investments, LLC
RIANewport Beach, CA
AUM $174MTEAM 3REPS 2
Davidov Wealth Group, LLC
RIAGarden City, NY
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 5REPS 3
Snow Peak Capital, LLC
RIABroomfield, CO
AUM $174MTEAM 7REPS 4
Corrales & Co
RIAMiami, FL
AUM $174MTEAM 10REPS 7
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 6
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
Athena Wealth Management, LLC
RIAReno, NV
AUM $174MTEAM 3REPS 1
Chancellor Wealth Management, Inc.
RIAAtlanta, GA
AUM $174MTEAM 3REPS 2
Ivanoff Wealth Management Inc.
RIACypress, CA
AUM $174MTEAM 3REPS 4
Infinity Financial Services Advisory
RIAOakland, CA
AUM $174MTEAM 35REPS 41
Levatus LLC
RIABoston, MA
AUM $174MTEAM 4REPS 2
CLP Asset Management, LLC
RIAAUM $174MTEAM 1REPS 3
Jaykay Wealth Advisors, Inc.
RIAHouston, TX
AUM $174MTEAM 6REPS 3
Servo Wealth Management LLC
RIAOklahoma City, OK
AUM $174MTEAM 1REPS 1
Other AUM ranges
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