RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mcdonnell Capital Management
RIAFrankfort, IL
AUM $167MTEAM 3REPS 2
Totem Macro Asset Management LP
RIANew York, NY
AUM $167MTEAM 7REPS 3
J.P. Capital Management, Inc.
RIAEugene, OR
AUM $167MTEAM 1REPS 1
Capital Gains Incorporated
RIANiles, IL
AUM $167MTEAM 3REPS 1
Bishop Street Capital Management
RIAHonolulu, HI
AUM $166MTEAM 8REPS 3
Epic Funds
RIAManhattan Beach, CA
AUM $166MTEAM 5REPS 4
Skybound Wealth USA
RIAHouston, TX
AUM $166MTEAM 6REPS 12
Hunter Street Investment Advisors LLC
RIAApex, NC
AUM $166MTEAM 8REPS 8
Conway Partners
RIAAUM $166MTEAM 2REPS 2
TR Capital Management, LLC
RIARockville Center, NY
AUM $166MTEAM 8REPS 2
Great Lakes Wealth, LLC
RIANorthville, MI
AUM $166MTEAM 9REPS 1
AFG Fiduciary Services Limited Partnership
RIAHingham, MA
AUM $166MTEAM 3REPS 3
Retirement Resources, LLC
RIAAuburn Hills, MI
AUM $166MTEAM 3REPS 4
Participant Capital
RIAMiami, FL
AUM $166MTEAM 9REPS 3
Strong Retirement Solutions
RIAAUM $166MTEAM 8REPS 6
V29 Capital Management, LLC
RIAAUM $166MTEAM 2REPS 2
Anchor Health Capital, LLC
RIAChattanooga, TN
AUM $166MTEAM 8REPS 1
W & S Management Services, Inc.
RIARochester, NY
AUM $166MTEAM 4REPS 3
Stolzer Rothschild Levy LLC
RIABasking Ridge, NJ
AUM $166MTEAM 2REPS 2
Lyons Capital Group
RIAShreveport, LA
AUM $166MTEAM 6REPS 4
Burgess Chambers & Associates Inc
RIAOrlando, FL
AUM $166MTEAM 10REPS 6
Mutual Trust Advisory Group
RIAEstero, FL
AUM $166MTEAM 3REPS 2
Vestpointe Wealth Management, LLC
RIAScottsdale, AZ
AUM $166MTEAM 3REPS 2
Vision Financial Management, LLC
RIACuyahoga Falls, OH
AUM $166MTEAM 5REPS 2
Other AUM ranges
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