RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Lynch Investment Planning, LLC
RIANewtown Square, PA
AUM $143MTEAM 3REPS 3
Four Lion Capital, LP
RIANew York, NY
AUM $143MTEAM 1REPS 3
Martinsen Wealth Management
RIATempe, AZ
AUM $143MTEAM 19REPS 8
Cypress Capital
RIATallahassee, FL
AUM $143MTEAM 6REPS 4
Granite State Retirement Planning, Inc.
RIABedford, NH
AUM $143MTEAM 1REPS 1
Forest Capital
RIAConcord, NC
AUM $143MTEAM 4REPS 3
Rivertree Wealth
RIALittle Rock, AR
AUM $143MTEAM 5REPS 3
Private Client Group Asset Management
RIAGladstone, NJ
AUM $143MTEAM 5REPS 5
S. R. Schill & Associates, Inc.
RIAMercer Island, WA
AUM $143MTEAM 6REPS 5
Verus Wealth Management
RIADe Pere, WI
AUM $143MTEAM 1REPS 1
Blank Equity Management LLC
RIAPort Washington, NY
AUM $143MTEAM 2REPS 3
Gerstemeier Financial Group,LLC
RIAAUM $143MTEAM 2REPS 2
Byrne & Company Wealth Management, LLC
RIAOlympia, WA
AUM $143MTEAM 2REPS 1
Featheringill Capital, LLC
RIABirmingham, AL
AUM $143MTEAM 6REPS 3
Taylor Capital Management
RIAAUM $143MTEAM 1REPS 1
Stone Wealth Partners LLC
RIALafayette, LA
AUM $143MTEAM 6REPS 7
Appian Way Financial
RIAPasadena, CA
AUM $143MTEAM 1REPS 1
Applied Fundamental Research, LLC
RIACambridge, MA
AUM $143MTEAM 5REPS 2
Lane Family Wealth Management
RIANorth Liberty, IA
AUM $143MTEAM 2REPS 2
Ultra Advisory Group
RIAIrvine, CA
AUM $143MTEAM 1REPS 1
Brett Josey Wealth Management LLC
RIAAUM $143MTEAM 2REPS 2
Kopion Asset Management, LLC
RIAMc Kinney, TX
AUM $143MTEAM 2REPS 2
Personalized Financial Solutions LLC
RIAClearwater, FL
AUM $143MTEAM 4REPS 2
VCP Financial LLC
RIAStaten Island, NY
AUM $143MTEAM 5REPS 4
Other AUM ranges
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