RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Avivar Capital, LLC
RIAAUM $362MTEAM 15REPS 11
Briggs Wealth Management, Inc.
RIAGlastonbury, CT
AUM $362MTEAM 6REPS 3
Dynamic Market Advantage, LLC
RIALouisville, KY
AUM $362MTEAM 4REPS 4
Blue Ridge Wealth Planners
RIAKnoxville, TN
AUM $362MTEAM 26REPS 18
MRA Advisory Group
RIASarasota, FL
AUM $361MTEAM 13REPS 8
Union Square Global Wealth Management
RIASan Francisco, CA
AUM $361MTEAM 7REPS 6
MFP Financial Services, LLC
RIASafety Harbor, FL
AUM $361MTEAM 5REPS 3
COX Capital Management LLC
RIAAndover, MA
AUM $361MTEAM 4REPS 4
Dearborn Capital Management, LLC
RIAChicago, IL
AUM $361MTEAM 12REPS 4
Sierra Investment Management, LLC
RIASanta Monica, CA
AUM $361MTEAM 34REPS 13
Wealth Planning Group
RIABaltimore, MD
AUM $361MTEAM 6REPS 5
Transcendent Capital Group
RIAEdmond, OK
AUM $361MTEAM 11REPS 9
Cordis Financial, LLC
RIAMinneapolis, MN
AUM $361MTEAM 7REPS 5
Sonata Capital Group Inc
RIASeattle, WA
AUM $361MTEAM 5REPS 5
Goldman Lancaster, Inc.
RIALong Beach, CA
AUM $361MTEAM 5REPS 3
Outcome Driven Strategies, LLC
RIAHunt Valley, MD
AUM $360MTEAM 10REPS 4
Cascade Investment Advisors, Inc.
RIAOregon City, OR
AUM $360MTEAM 7REPS 3
ACP Capital Management, LLC
RIAMiami, FL
AUM $360MTEAM 17REPS 12
Jessup Wealth Management
RIAOakwood, OH
AUM $360MTEAM 12REPS 8
Decker Retirement Planning Inc.
RIALehi, UT
AUM $360MTEAM 23REPS 12
BCO Wealth Management, LLC
RIACarlsbad, NM
AUM $360MTEAM 9REPS 3
Cook & Bynum Capital Management, LLC
RIAMountain Brk, AL
AUM $360MTEAM 8REPS 2
Kessler Investment Group, LLC
RIAColumbus, IN
AUM $360MTEAM 8REPS 3
Lynk Capital Management Company, LLC
RIAJacksonville, FL
AUM $360MTEAM 6REPS 3
Other AUM ranges
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