RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Excomp Asset Management Ltd
RIAMelville, NY
AUM $140MTEAM 5REPS 2
Monroe Capital Real Estate Credit Advisors, LLC
RIAChicago, IL
AUM $140MTEAM 50REPS 0
Agman Capital
RIAOmaha, NE
AUM $140MTEAM 3REPS 1
Hoya Capital Real Estate, LLC
RIANorwalk, CT
AUM $140MTEAM 4REPS 2
QM Advisors LLC
RIAAUM $140MTEAM 9REPS 10
Dynamic Wealth Advisors
RIASurprise, AZ
AUM $140MTEAM 4REPS 4
Bosman Wealth Management, LLC
RIARedlands, CA
AUM $140MTEAM 1REPS 1
Flagship Investment Management LLC
RIAHouston, TX
AUM $140MTEAM 12REPS 4
Larson Williams Wealth Advisors, LLC
RIACedar City, UT
AUM $140MTEAM 2REPS 2
Fortis Portfolio Solutions, LLC
RIAChicago, IL
AUM $140MTEAM 2REPS 2
Chipser Wealth Management, LLC
RIADestin, FL
AUM $140MTEAM 3REPS 3
Cliveden Capital Management, LLC
RIAAUM $140MTEAM 1REPS 1
Claremont Financial Group,Inc.
RIAClaremont, CA
AUM $140MTEAM 4REPS 2
Credentialed Wealth Advisors, LLC
RIAJohnstown, CO
AUM $140MTEAM 4REPS 3
Jemma Financial Services
RIABaltimore, MD
AUM $140MTEAM 5REPS 6
Fairview Constitution Management IV LLC
RIAWest Hartford, CT
AUM $140MTEAM 26REPS 9
Tonka Capital Partners, LLC
RIAMinnetonka, MN
AUM $140MTEAM 3REPS 3
Legacy Pcg, LLC
RIANewport Beach, CA
AUM $140MTEAM 2REPS 2
Omega Capital Management, LLC
RIAFlanders, NJ
AUM $140MTEAM 2REPS 2
Kadita Partners Pte. Ltd.
RIASingapore
AUM $140MTEAM 6REPS 2
Imperity Wealth Alliance LLC
RIAMelville, NY
AUM $140MTEAM 14REPS 10
Ross Wealth Advisors, LLC
RIAColumbus, OH
AUM $140MTEAM 4REPS 2
Monetary Solutions, Ltd.
RIAMoraine, OH
AUM $140MTEAM 1REPS 4
Contrary Legacy LLC
RIAAUM $140MTEAM 4REPS 4
Other AUM ranges
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