RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Trailwise Financial Partners, LLC
RIALakewood, CO
AUM $145MTEAM 4REPS 3
BTS Asset Management, Inc.
RIALincoln, MA
AUM $145MTEAM 13REPS 11
CSL Capital Management, L.P.
RIAHouston, TX
AUM $145MTEAM 8REPS 3
Wagner Planning
RIALake Oswego, OR
AUM $145MTEAM 5REPS 1
Knox Avenue Financial Corp.
RIASaint Paul, MN
AUM $145MTEAM 1REPS 2
EAN Equity Financial Services LLC
RIAAUM $145MTEAM 1REPS 1
Egsi Investment Management
RIADublin, OH
AUM $145MTEAM 2REPS 2
Davis Financial Management, Inc.
RIAOverland Park, KS
AUM $145MTEAM 1REPS 1
Sterling Financial Advisors, LLC
RIAAUM $145MTEAM 4REPS 4
Scenic Management LLC
RIASan Francisco, CA
AUM $145MTEAM 4REPS 4
Columbus Street Wealth Management, LLC
RIAAUM $145MTEAM 1REPS 1
A.G.P. Asset Management LLC
RIANew York, NY
AUM $144MTEAM 2REPS 2
Renaissance Capital LLC
RIAStamford, CT
AUM $144MTEAM 17REPS 3
Glover Park Wealth Management, LLC
RIAArlington, VA
AUM $144MTEAM 2REPS 1
Asset Management Consulting Services, Inc.
RIALivingston, NJ
AUM $144MTEAM 2REPS 2
Totem Point Management, LLC
RIANew York, NY
AUM $144MTEAM 4REPS 3
Burgess Investment Management And Research Inc.
RIAToronto Ontario
AUM $144MTEAM 3REPS 1
Bona Fide Wealth
RIAAUM $144MTEAM 2REPS 1
Paladino Wealth
RIAMontgomery, TX
AUM $144MTEAM 4REPS 2
Shelter Wealth Strategies, LLC
RIAHouston, TX
AUM $144MTEAM 9REPS 16
Summa Global Advisors, LLC
RIAClackamas, OR
AUM $144MTEAM 2REPS 2
Van Diest Capital
RIAPolk City, IA
AUM $144MTEAM 8REPS 7
Private Lane Capital, LLC
RIAAUM $144MTEAM 1REPS 1
Tactivest, LLC
RIAAUM $144MTEAM 2REPS 6
Other AUM ranges
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