RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
MH & Associates Securities Management Corporation
RIACarlsbad, CA
AUM $151MTEAM 4REPS 4
Pacific Investment Research
RIAOrange, CA
AUM $150MTEAM 1REPS 1
Poulos Advisors, Inc.
RIASouth Burlington, VT
AUM $150MTEAM 3REPS 2
North Woods Wealth Management
RIABuffalo, NY
AUM $150MTEAM 2REPS 3
1015 Capital Partners, LLC
RIAAUM $150MTEAM 2REPS 2
Invidia Capital Management, L.P.
RIANew York, NY
AUM $150MTEAM 13REPS 2
Optima Capital Management
RIATempe, AZ
AUM $150MTEAM 4REPS 4
Titletown Wealth Management, LLC
RIAGreen Bay, WI
AUM $150MTEAM 2REPS 2
Auerbach Investment Services, LLC
RIANarberth, PA
AUM $150MTEAM 2REPS 2
Atlantis Wealth Advisors LLC
RIAMaumee, OH
AUM $150MTEAM 4REPS 6
Icom Advisors, LLC
RIAAUM $150MTEAM 4REPS 4
Miura Global Management, LLC
RIAAUM $150MTEAM 6REPS 2
MZ Capital, LLC
RIAAUM $150MTEAM 2REPS 3
191 Godwin Associates, Inc. D/B/A Godwin Capital Management
RIAWyckoff, NJ
AUM $150MTEAM 2REPS 2
Secondmarket Financial, LLC
RIANew York, NY
AUM $150MTEAM 19REPS 9
Intentional Retirement, LLC
RIAOmaha, NE
AUM $150MTEAM 2REPS 1
Lincoln Capital Advisers LLC
RIAChicago, IL
AUM $150MTEAM 7REPS 2
442 Capital Pty Ltd
RIASouth Melbourne
AUM $150MTEAM 4REPS 2
Paul D. Sippil & Associates, LLC
RIAAUM $150MTEAM 1REPS 1
Felis Advantage, LP
RIABoston, MA
AUM $150MTEAM 5REPS 2
Retirement Strategy Advisors LLC
RIABend, OR
AUM $150MTEAM 1REPS 1
VF Advisors, LLC
RIALouisville, KY
AUM $150MTEAM 10REPS 3
Parrish Capital, LLC
RIAKennesaw, GA
AUM $150MTEAM 3REPS 2
A Smarter Way To Invest
RIABrighton, MI
AUM $150MTEAM 7REPS 5
Other AUM ranges
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