RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
RBF Capital Management, Inc.
RIASarasota, FL
AUM $161MTEAM 3REPS 1
Summation Capital Management, L.P.
RIANew York, NY
AUM $161MTEAM 4REPS 4
Bountiful Investment Management LLC
RIARumford, RI
AUM $161MTEAM 3REPS 2
Collier Financial, Inc
RIADenver, CO
AUM $161MTEAM 2REPS 1
Kropog Financial Group, LLC
RIAMandeville, LA
AUM $160MTEAM 7REPS 5
Witt Financial Group, LLC
RIACrossville, TN
AUM $160MTEAM 6REPS 3
Fenix Trading
RIANew York, NY
AUM $160MTEAM 5REPS 2
Sherman Wealth Management LLC
RIAGaithersburg, MD
AUM $160MTEAM 5REPS 3
Old Oak Financial Planning, Inc.
RIABrighton, MI
AUM $160MTEAM 2REPS 2
Clairmont Capital Group, LLC
RIALos Angeles, CA
AUM $160MTEAM 7REPS 3
Fifth Set Private Wealth Management LLC
RIAAUM $160MTEAM 3REPS 3
M3 Wealth Management
RIANorth Royalton, OH
AUM $160MTEAM 3REPS 3
City Center Advisors, LLC
RIATroy, MI
AUM $160MTEAM 7REPS 7
Harding Financial Group
RIAWesterville, OH
AUM $160MTEAM 6REPS 3
Inversiones Sura
RIAMiami, FL
AUM $160MTEAM 1REPS 3
The Wealth Group, Ltd
RIARaleigh, NC
AUM $160MTEAM 8REPS 5
Encore Global Management LP
RIAHouston, TX
AUM $160MTEAM 2REPS 2
Arbor Private Wealth, LLC
RIAAshburn, VA
AUM $160MTEAM 2REPS 2
Little River Capital Partners, LP
RIAAUM $160MTEAM 8REPS 4
Turloff Financial Consulting Inc.
RIAAUM $160MTEAM 2REPS 2
Pendleton Financial Wealth Management
RIARaleigh, NC
AUM $160MTEAM 4REPS 1
Fidelis Financial Planning, LLC
RIASaint Charles, MO
AUM $160MTEAM 2REPS 1
Hazlett Wealth Management LLC
RIAKetchum, ID
AUM $160MTEAM 1REPS 1
Sequinox Wealth Management, LLC
RIALancaster, PA
AUM $160MTEAM 7REPS 4
Other AUM ranges
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