RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Davenport Capital Management, LLC
RIAMill Valley, CA
AUM $146MTEAM 1REPS 1
The Practical Planner
RIAGroton, MA
AUM $145MTEAM 2REPS 2
Gullane Capital, LLC
RIAJacksonville, FL
AUM $145MTEAM 2REPS 4
Capital Management Services, Inc.
RIAManchester, MO
AUM $145MTEAM 6REPS 8
Blue Financial
RIACharlotte, NC
AUM $145MTEAM 11REPS 7
Stapp Wealth Management, Pllc
RIAOlympia, WA
AUM $145MTEAM 3REPS 3
Daniel Krug & Associates
RIAClarkston, MI
AUM $145MTEAM 7REPS 2
GCI Financial Group
RIAMendham, NJ
AUM $145MTEAM 3REPS 3
IGW Advisory Investment Management LLC
RIAAUM $145MTEAM 5REPS 5
BFI Wealth Solutions, LLC
RIADallas, TX
AUM $145MTEAM 1REPS 1
Concord Atlantic, Inc.
RIAAUM $145MTEAM 1REPS 1
South Cove Financial, LLC
RIAAUM $145MTEAM 3REPS 1
Winnacle Wealth, LLC
RIAWaco, TX
AUM $145MTEAM 6REPS 5
Sierra Financial Advisory
RIAAUM $145MTEAM 2REPS 2
Twin Cities Retirement Group
RIAPlymouth, MN
AUM $145MTEAM 3REPS 2
RHO Acceleration
RIANew York, NY
AUM $145MTEAM 3REPS 3
Davis, Davis And Conover Wealth Management, LLC
RIANashville, TN
AUM $145MTEAM 3REPS 3
Collaborative Fund Advisors
RIAReno, NV
AUM $145MTEAM 11REPS 2
KI Capital Wealth Management US LLC
RIAMiami, FL
AUM $145MTEAM 3REPS 3
Vision Capital & Management
RIAAUM $145MTEAM 5REPS 3
Betro Mileszko & Company
RIAFoxboro, MA
AUM $145MTEAM 2REPS 2
Bluestone Investment Manager, LLC
RIAMclean, VA
AUM $145MTEAM 11REPS 3
Monetta Financial Services Inc
RIAWheaton, IL
AUM $145MTEAM 3REPS 5
Landon Capital Partners, LLC
RIABoston, MA
AUM $145MTEAM 5REPS 5
Other AUM ranges
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