RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Clear Sky Financial, LP
RIAProsper, TX
AUM $141MTEAM 3REPS 3
RSG Investments LLC
RIAOverland Park, KS
AUM $141MTEAM 25REPS 8
Actitrust Wealth Management LLC
RIAPlantation, FL
AUM $141MTEAM 7REPS 6
Millington Securities, LLC
RIARed Bank, NJ
AUM $141MTEAM 6REPS 1
Steele Street Capital LLC
RIAPortsmouth, NH
AUM $140MTEAM 3REPS 2
Plan First Wealth LLC
RIAAUM $140MTEAM 3REPS 3
MWM Wealth Advisory, LLC
RIAPlymouth, MN
AUM $140MTEAM 1REPS 1
Microvest Capital Management
RIAWashington, DC
AUM $140MTEAM 7REPS 3
Olive Branch Capital, LLC
RIAAUM $140MTEAM 3REPS 2
Savior Wealth
RIAWellesley, MA
AUM $140MTEAM 3REPS 5
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
Heaton Financial, Pc
RIACedar City, UT
AUM $140MTEAM 2REPS 2
QM Advisors LLC
RIAAUM $140MTEAM 9REPS 10
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
Davenport Capital Management, LLC
RIAMill Valley, CA
AUM $140MTEAM 1REPS 1
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
Other AUM ranges
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