RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Castle Financial & Retirement Planning Associates Inc
RIAFair Haven, NJ
AUM $108MTEAM 6REPS 1
Jayco Wealth Management
RIAAUM $108MTEAM 1REPS 1
Metz Capital Management LLC
RIALewes, DE
AUM $108MTEAM 3REPS 2
Nautilus Wealth Advisors
RIAIndialantic, FL
AUM $108MTEAM 2REPS 1
Sumnicht & Associates, LLC
RIAAppleton, WI
AUM $108MTEAM 3REPS 2
AQI
RIALone Tree, CO
AUM $108MTEAM 11REPS 6
River1 Asset Management LLC
RIAMilwaukee, WI
AUM $108MTEAM 5REPS 4
Camelot Event-Driven Advisors, LLC
RIAMaumee, OH
AUM $108MTEAM 2REPS 4
Alternative Capitalis, LLC
RIAWrentham, MA
AUM $108MTEAM 3REPS 2
Adaptfirst Investments LLC
RIAAUM $108MTEAM 12REPS 11
Whealthy Empowerment Network
RIAAUM $108MTEAM 3REPS 2
Mark Smith Financial Services, Inc.
RIANewbury Park, CA
AUM $108MTEAM 3REPS 1
LPG Capital Management
RIASouth Jordan, UT
AUM $108MTEAM 5REPS 5
NYE Wealth Management LLC
RIAHudson, OH
AUM $108MTEAM 5REPS 1
S.P. Parkin & Co
RIAChesterfield, MO
AUM $108MTEAM 1REPS 1
Milborn Advisors, Ltd
RIAMilwaukee, WI
AUM $108MTEAM 2REPS 2
Forthright Capital
RIALas Vegas, NV
AUM $108MTEAM 22REPS 22
Portus Capital Management, LLC
RIABrentwood, TN
AUM $108MTEAM 3REPS 3
Black Swan Management Group, Inc.
RIADallas, TX
AUM $108MTEAM 1REPS 1
Carrington Advisors, LLC
RIADallas, TX
AUM $108MTEAM 7REPS 4
Forecast Capital Management
RIAAUM $108MTEAM 3REPS 3
Northfork Advisors
RIABozeman, MT
AUM $108MTEAM 2REPS 2
NCU Investment Solutions
RIASmithfield, RI
AUM $108MTEAM 8REPS 11
Overland Park Wealth Management LLC
RIAOverland Park, KS
AUM $108MTEAM 1REPS 2
Other AUM ranges
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