RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Duval Investment Group
RIAMinnetonka, MN
AUM $109MTEAM 1REPS 1
Capstone Wealth Management Corp.
RIALakeland, FL
AUM $109MTEAM 5REPS 3
Signia Capital Management
RIASpokane, WA
AUM $109MTEAM 4REPS 5
Sizemore Capital Management, LLC
RIASan Isidro
AUM $109MTEAM 3REPS 5
Wealthshape LLC
RIAWindsor, CT
AUM $109MTEAM 1REPS 1
Peak Financial Management, Inc.
RIABroomfield, CO
AUM $109MTEAM 4REPS 2
Alpha Financial Management, Inc.
RIASavannah, GA
AUM $109MTEAM 4REPS 3
Afton Advisors, LLC
RIAAUM $109MTEAM 2REPS 2
Ingram Advisory Services, LLC
RIAWinter Haven, FL
AUM $109MTEAM 2REPS 2
Garden State Retirement Specialists, LLC
RIARed Bank, NJ
AUM $109MTEAM 3REPS 3
Mustard Seed Financial
RIAMeridian, ID
AUM $109MTEAM 3REPS 3
Angell Capital Management, LLC
RIACentralia, MO
AUM $109MTEAM 2REPS 2
Fairlight Advisors
RIASan Francisco, CA
AUM $109MTEAM 2REPS 2
Bonnema Wealth Management LLC
RIAScottsdale, AZ
AUM $109MTEAM 1REPS 1
Guelich Capital Management, LLC
RIARoanoke, VA
AUM $109MTEAM 2REPS 2
Eastown Financial Advisors, LLC
RIAGrand Rapids, MI
AUM $109MTEAM 5REPS 3
Ramsdell Capital Management, LLC
RIASan Francisco, CA
AUM $109MTEAM 1REPS 1
Lynch Financial Group
RIADublin, OH
AUM $109MTEAM 2REPS 2
Aspire Advisors, LLC
RIAWhite Plains, NY
AUM $109MTEAM 8REPS 8
NK Capital LLC
RIAAUM $109MTEAM 2REPS 2
Arch Partners Wealth Management, Inc.
RIAWatkinsville, GA
AUM $109MTEAM 3REPS 3
Goal Quest Advisors, LLC
RIABerwyn, PA
AUM $109MTEAM 2REPS 2
RLJ Equity Partners, LLC
RIABethesda, MD
AUM $109MTEAM 3REPS 3
Fabco Investment Advisors, LLC
RIANewton Upper Falls, MA
AUM $109MTEAM 1REPS 1
Other AUM ranges
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