RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
MCP Advisers, LLC
RIAAtlanta, GA
AUM $400MTEAM 3REPS 1
Golden Spark Insights
RIAFairfax, VA
AUM $400MTEAM 1REPS 1
Sjbenen Advisory, LLC
RIAAUM $400MTEAM 2REPS 2
Secure Financial Management
RIASan Antonio, TX
AUM $400MTEAM 12REPS 4
Kestrel Partners LLP Only I.E. Not Different
RIALondon
AUM $400MTEAM 12REPS 5
Threadgill Financial, LLC
RIAThe Woodlands, TX
AUM $399MTEAM 3REPS 2
Pioneer Wealth Management Group
RIAAustin, TX
AUM $399MTEAM 11REPS 10
Trinity Wealth Management, LLC
RIABerwyn, PA
AUM $399MTEAM 7REPS 5
Waterford Advisors, LLC
RIAOrchard Park, NY
AUM $399MTEAM 10REPS 7
Stonecrest Advisors, Inc.
RIAAustin, TX
AUM $399MTEAM 25REPS 21
Midwest Heritage Financial Advisors
RIAWest Des Moines, IA
AUM $399MTEAM 6REPS 4
Revitate Fund Advisor LLC
RIANewport Beach, CA
AUM $399MTEAM 15REPS 5
Lester Financial Group, LLC
RIAChampaign, IL
AUM $399MTEAM 5REPS 3
Mighty Oak Strong America Investment Company
RIAMechanicsburg, PA
AUM $398MTEAM 4REPS 3
Tactical Infrastructure Partners
RIANew York, NY
AUM $398MTEAM 6REPS 3
Luminvest Wealth Management LLC
RIAScottsdale, AZ
AUM $398MTEAM 5REPS 2
Diadema Partners LP
RIAMorristown, NJ
AUM $398MTEAM 6REPS 2
Prometheus Capital Management Corp.
RIAYardley, PA
AUM $398MTEAM 4REPS 3
Raleigh Capital Management Inc.
RIACary, NC
AUM $398MTEAM 20REPS 13
Oars Capital
RIADillsburg, PA
AUM $398MTEAM 3REPS 1
Longshore Capital Partners
RIAChicago, IL
AUM $398MTEAM 11REPS 3
Perennial Advisors Group, LLC
RIAWestford, MA
AUM $397MTEAM 4REPS 3
Financial Coach
RIAWest Chester, PA
AUM $397MTEAM 7REPS 6
Bayard Asset Management LLC
RIAPrinceton, NJ
AUM $397MTEAM 4REPS 2
Other AUM ranges
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