RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pollock Planning Associates Inc
RIAAUM $165MTEAM 1REPS 1
Bice Wealth Management LLC
RIAMiami, FL
AUM $164MTEAM 3REPS 4
Floyd Financial Group LLC
RIASpringfield, MO
AUM $164MTEAM 5REPS 1
RDM Capital Associates Inc
RIARed Bank, NJ
AUM $164MTEAM 4REPS 3
Naples Money Management LLC
RIANaples, FL
AUM $164MTEAM 6REPS 4
Nobscot Investment Management LLC
RIAWellesley, MA
AUM $164MTEAM 1REPS 1
Lexington Avenue Capital Management, LLC
RIAAUM $164MTEAM 3REPS 3
Perea Capital
RIAHouston, TX
AUM $164MTEAM 1REPS 1
Eagle Wealth Advisors
RIAAUM $164MTEAM 3REPS 3
Vericimetry Advisors LLC
RIAAUM $164MTEAM 5REPS 9
TLS Advisors LLC
RIAMiami, FL
AUM $164MTEAM 10REPS 4
EHB Financial Resources Managemnt, Inc.
RIAExton, PA
AUM $164MTEAM 2REPS 1
ACT Capital Management, LLC
RIAWayne, PA
AUM $164MTEAM 2REPS 3
Mckinley Money, LLC
RIAEau Claire, WI
AUM $164MTEAM 3REPS 2
River Raisin Investment Partners, Inc.
RIAMonroe, MI
AUM $164MTEAM 4REPS 2
Curtis Financial Planning
RIAAUM $164MTEAM 1REPS 1
Thirteen Twenty-Two Advisors
RIAFort Worth, TX
AUM $163MTEAM 7REPS 8
Capital Ip Investment Partners LP
RIAAUM $163MTEAM 5REPS 3
The Carroll Group, Inc.
RIAAUM $163MTEAM 3REPS 1
Risley Capital Management LLC
RIAEllisville, MO
AUM $163MTEAM 1REPS 1
Foundry Wealth Advisors, LLC
RIABaltimore, MD
AUM $163MTEAM 4REPS 4
Bell City Wealth, Inc.
RIAHillsboro, OH
AUM $163MTEAM 2REPS 2
Nihon Global Growth Partners Management, Inc.
RIANew York, NY
AUM $163MTEAM 7REPS 1
Integrity Wealth Management, Inc.
RIASpokane, WA
AUM $163MTEAM 2REPS 2
Other AUM ranges
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