RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Feltl Advisors
RIAPlymouth, MN
AUM $166MTEAM 15REPS 16
Black Horse Wealth Management
RIAAUM $166MTEAM 1REPS 1
Wisdom Financial Planning
RIATampa, FL
AUM $166MTEAM 3REPS 2
M.K. Brown Wealth Advisory
RIAOakwood, OH
AUM $166MTEAM 3REPS 1
Captar Private Wealth
RIASt Louis Park, MN
AUM $166MTEAM 3REPS 3
Curtis Capital Advisors
RIAOverland Park, KS
AUM $166MTEAM 2REPS 2
Cambier Capital, LLC
RIANaples, FL
AUM $165MTEAM 4REPS 4
Kissling Financial Services, LLC
RIANew Castle, PA
AUM $165MTEAM 2REPS 2
Kagan Cocozza Asset Management
RIAAUM $165MTEAM 2REPS 2
Olive Street Capital Partners LLC
RIALos Angeles, CA
AUM $165MTEAM 2REPS 1
First And Main Financial
RIAAUM $165MTEAM 4REPS 3
Red Swan Private Client
RIAHouston, TX
AUM $165MTEAM 8REPS 5
Peak Capital Management, LLC
RIAGreenwood Village, CO
AUM $165MTEAM 5REPS 5
New England Schooner, Inc.
RIAPeabody, MA
AUM $165MTEAM 4REPS 4
Expressive Wealth LLC
RIAChicago, IL
AUM $165MTEAM 10REPS 9
Effective Assets
RIAAUM $165MTEAM 2REPS 1
Morrissey Wealth Management LLC
RIANorth Haven, CT
AUM $165MTEAM 3REPS 2
Other AUM ranges
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