RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Access Wealth Management, LLC
RIALouisville, KY
AUM $358MTEAM 5REPS 6
Mcdonald Capital Management
RIALubbock, TX
AUM $358MTEAM 2REPS 3
Applied Capital LLC
RIALittle Rock, AR
AUM $358MTEAM 9REPS 10
Conservative Wealth Management LLC
RIAAUM $358MTEAM 1REPS 1
Papamarkou Wellner Perkin Advisors
RIANew York, NY
AUM $358MTEAM 11REPS 10
Lifespan Financial Strategies, Inc.
RIAWeston, FL
AUM $357MTEAM 6REPS 5
Montvue Capital Management, Inc.
RIALynchburg, VA
AUM $357MTEAM 5REPS 5
Houlihan Financial Resource Group, Ltd.
RIAAshburn, VA
AUM $357MTEAM 4REPS 3
GKV Capital Management Co Inc
RIAWalnut Creek, CA
AUM $357MTEAM 3REPS 4
Moment Private Wealth
RIASaint Louis, MO
AUM $357MTEAM 7REPS 6
Symbiosis Capital Partners, LLC
RIABentonville, AR
AUM $357MTEAM 12REPS 2
Carnegie Wealth Management, LLC
RIABerwyn, PA
AUM $357MTEAM 6REPS 2
Saltmarsh Financial Advisors, LLC
RIAPensacola, FL
AUM $357MTEAM 6REPS 10
Alcyon Wealth Partners
RIAYoungstown, OH
AUM $356MTEAM 5REPS 4
Fourth Dimension Wealth, LLC
RIAMiddleburg Heights, OH
AUM $356MTEAM 16REPS 10
Oakcliff Partners LLC
RIANew York, NY
AUM $356MTEAM 3REPS 3
Wealth Oklahoma
RIATulsa, OK
AUM $356MTEAM 6REPS 6
Capstone Wealth Management Group, LLC
RIADunmore, PA
AUM $356MTEAM 6REPS 6
Split Rock Private Trading And Wealth Management LLC
RIACloquet, MN
AUM $356MTEAM 6REPS 5
Crawford Fund Management, LLC
RIABoston, MA
AUM $356MTEAM 4REPS 3
Monhegan Capital Management, LLC
RIAAUM $356MTEAM 2REPS 2
Lifegoal Investments, LLC
RIAAUM $356MTEAM 5REPS 6
Armor Investment Advisors, LLC
RIARaleigh, NC
AUM $356MTEAM 6REPS 4
Arkview Capital, L.P.
RIAStamford, CT
AUM $356MTEAM 8REPS 3
Other AUM ranges
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