RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Comprehensive Financial Planning, Inc.
RIAEast Petersburg, PA
AUM $434MTEAM 6REPS 6
Mutual Of America Life Insurance Company
RIANew York, NY
AUM $434MTEAM 734REPS 12
Spark Investment Management LLC
RIANew York, NY
AUM $434MTEAM 21REPS 2
Sestante Family Office
RIACoronado, CA
AUM $434MTEAM 4REPS 2
Plan A Wealth, LLC
RIALincoln, NE
AUM $434MTEAM 13REPS 7
Retire Agile
RIAHermantown, MN
AUM $434MTEAM 5REPS 4
L1 Capital Global Inc.
RIAMiami Beach, FL
AUM $434MTEAM 3REPS 2
Santori & Peters
RIACanonsburg, PA
AUM $433MTEAM 5REPS 4
Waypoint Wealth Counsel LLC
RIAAtlanta, GA
AUM $433MTEAM 4REPS 3
Neostellar Advisors LLC
RIANew York, NY
AUM $433MTEAM 9REPS 0
Greenbridge Partners LLC
RIALakeland, FL
AUM $433MTEAM 1REPS 1
Alphacentric Advisors LLC
RIASan Juan, PR
AUM $433MTEAM 11REPS 4
BGV Vc Management LLC
RIAMenlo Park, CA
AUM $433MTEAM 15REPS 5
Lightspeed Faction
RIAPalo Alto, CA
AUM $433MTEAM 8REPS 2
Cotulla Holdings LLC
RIAAUM $433MTEAM 2REPS 1
Lisanti Capital Growth LLC
RIANew York, NY
AUM $432MTEAM 4REPS 3
Engaged Capital
RIANewport Beach, CA
AUM $432MTEAM 11REPS 7
Third North Capital LP
RIANew York, NY
AUM $432MTEAM 5REPS 2
Tred Avon Family Wealth, LLC
RIAEaston, MD
AUM $432MTEAM 3REPS 3
Heitman International HK Limited
RIACentral Hong Kong
AUM $432MTEAM 123REPS 5
Argentarii, LLC
RIACincinnati, OH
AUM $432MTEAM 10REPS 6
Music Row Wealth Management
RIANashville, TN
AUM $432MTEAM 5REPS 4
Tricord Advisors, Inc.
RIARiverside, CA
AUM $432MTEAM 5REPS 6
Intermarket Corporation
RIANew York, NY
AUM $432MTEAM 8REPS 3
Other AUM ranges
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