RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
BSC Capital Partners, LLC
RIAWest Des Moines, IA
AUM $126MTEAM 5REPS 3
Sundial Wealth LLC
RIABoca Raton, FL
AUM $126MTEAM 3REPS 3
Breakthru Advisory Services, LLC
RIAMuskego, WI
AUM $126MTEAM 4REPS 3
Index Financial Advisors LLC
RIAAUM $126MTEAM 1REPS 1
ODA And Company, Inc.
RIAMedina, OH
AUM $126MTEAM 3REPS 2
Hyphen Wealth Management
RIALafayette, CA
AUM $126MTEAM 3REPS 3
Liontree Partners LLC
RIANew York, NY
AUM $125MTEAM 30REPS 5
Oak Street Investments
RIAGreenwood Village, CO
AUM $125MTEAM 1REPS 1
Lone Peak Advisers
RIADraper, UT
AUM $125MTEAM 8REPS 8
Berkeley Advisors, Inc.
RIAAtlanta, GA
AUM $125MTEAM 2REPS 2
Demers Financial Planning
RIAColumbus, OH
AUM $125MTEAM 2REPS 1
Downtown Investment Advisory
RIAWhite Plains, NY
AUM $125MTEAM 1REPS 1
The Gardner Group
RIADallas, TX
AUM $125MTEAM 1REPS 1
WMS Group LLC
RIAAUM $125MTEAM 2REPS 2
ATA Management Strategies Inc
RIAWhitehall, PA
AUM $125MTEAM 2REPS 2
Bastion Fiduciary
RIAAUM $125MTEAM 7REPS 6
Konza Global Wealth Group
RIAOverland Park, KS
AUM $125MTEAM 2REPS 2
Seedsafe Financial LLC
RIAAUM $125MTEAM 7REPS 4
Blue Curve Advisory, LLC
RIATowson, MD
AUM $125MTEAM 8REPS 2
Southpaw Asset Management, LP
RIAAUM $125MTEAM 2REPS 2
Cantlon Financial Planning LLC
RIAAUM $125MTEAM 3REPS 3
44 North Capital, LLC
RIABurlington, VT
AUM $125MTEAM 3REPS 3
MAR Wealth Management Services, LLC
RIAWest Palm Beach, FL
AUM $125MTEAM 3REPS 3
Centrus Financial Strategies
RIAOrlando, FL
AUM $125MTEAM 9REPS 3
Other AUM ranges
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