RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Jupiter Wealth Management, LLC
RIAGlendale, CO
AUM $417MTEAM 4REPS 3
Lakemore Partners Management US LLC
RIADifc
AUM $417MTEAM 10REPS 6
Strategic Asset Management Group Advisors
RIAPompano Beach, FL
AUM $416MTEAM 5REPS 4
Two Prime Inc.
RIAAUM $416MTEAM 11REPS 4
Market Investment Group, LLC
RIAWichita, KS
AUM $416MTEAM 33REPS 4
Cultivation Capital, LLC
RIASaint Louis, MO
AUM $416MTEAM 18REPS 8
Highview Capital Management, LLC
RIABuffalo Grove, IL
AUM $416MTEAM 5REPS 4
Bard Associates Inc
RIAChicago, IL
AUM $416MTEAM 10REPS 5
Jeffrey N. Mehler, Cfp LLC
RIAEssex, CT
AUM $416MTEAM 9REPS 4
JMF Capstone Wealth Management
RIATuscaloosa, AL
AUM $416MTEAM 8REPS 8
SGL Financial, LLC
RIABuffalo Grove, IL
AUM $416MTEAM 33REPS 14
Allard Partners Limited
RIACentral
AUM $416MTEAM 9REPS 5
Mccollum Christoferson Group, LLC
RIAAmherst, NY
AUM $416MTEAM 6REPS 5
Slotnik Capital, LLC
RIADallas, TX
AUM $416MTEAM 5REPS 2
Royal Oak Financial Group
RIAWorthington, OH
AUM $416MTEAM 1REPS 3
Davidson Kahn Capital Management, LLC
RIASherman Oaks, CA
AUM $415MTEAM 4REPS 3
Broadcrest Asset Management, LLC
RIAWinter Park, FL
AUM $415MTEAM 10REPS 4
Goodman Advisory Group, LLC
RIANeedham, MA
AUM $415MTEAM 8REPS 6
First Wilshire Securities Management, Inc.
RIAPasadena, CA
AUM $415MTEAM 9REPS 6
Ferguson Shapiro LLC
RIADecatur, GA
AUM $415MTEAM 9REPS 6
Landseer Advisors LLC
RIAPrinceton, NJ
AUM $415MTEAM 5REPS 5
Whetstone Capital Advisors
RIAMission Woods, KS
AUM $415MTEAM 4REPS 2
Flywheel Private Wealth LLC
RIALos Altos, CA
AUM $415MTEAM 2REPS 3
Center Capital Partners LLC
RIABeverly Hills, CA
AUM $415MTEAM 9REPS 2
Other AUM ranges
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