RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mdrn Capital
RIAAnnapolis, MD
AUM $339MTEAM 36REPS 30
Riverspan Partners LP
RIAChicago, IL
AUM $339MTEAM 13REPS 3
Novo Holdings US Investment Advisor, Inc.
RIABoston, MA
AUM $339MTEAM 25REPS 4
Comprehensive Wealth Management
RIALynnwood, WA
AUM $338MTEAM 11REPS 8
Core Advisory Group
RIARock Hill, SC
AUM $338MTEAM 9REPS 10
Variant Equity Advisors, LLC
RIALos Angeles, CA
AUM $338MTEAM 3REPS 2
Bookends Financial Planning
RIAIndianapolis, IN
AUM $338MTEAM 10REPS 7
Nicholson Meyer Capital Management, Inc.
RIAKansas City, MO
AUM $338MTEAM 6REPS 2
Addington Financial Group LLC
RIAAUM $338MTEAM 3REPS 2
Mine & Arao Wealth Creation And Management, LLC
RIACampbell, CA
AUM $338MTEAM 4REPS 2
Technomart Rga Inc
RIABaltimore, MD
AUM $338MTEAM 7REPS 1
Navigate Financial LLC
RIAMillcreek, UT
AUM $338MTEAM 3REPS 4
Boulder Wealth Advisors, LLC
RIABoulder, CO
AUM $338MTEAM 4REPS 2
Commerce Advisors, LLC
RIAMemphis, TN
AUM $338MTEAM 6REPS 6
Uwharrie Investment Advisors, Inc.
RIAAlbemarle, NC
AUM $338MTEAM 14REPS 15
325 Capital
RIANew York, NY
AUM $338MTEAM 7REPS 4
Assetgrade, LLC
RIABoston, MA
AUM $338MTEAM 3REPS 3
Lucas Group Financial Advisors, LLC
RIAFreeport, IL
AUM $338MTEAM 9REPS 7
Mutima Capital Management LLC
RIANew York, NY
AUM $337MTEAM 3REPS 2
Lenk Ladner Investment Solutions LLC
RIAOsterville, MA
AUM $337MTEAM 3REPS 3
Wasatch Equity Partners
RIALogan, UT
AUM $337MTEAM 7REPS 5
Bluedoor Private Wealth, LLC
RIABeverly, MA
AUM $337MTEAM 6REPS 6
Evoadvisors
RIARichmond, VA
AUM $337MTEAM 7REPS 5
Augment Infrastructure Managers Advisory LLC
RIAChevy Chase, MD
AUM $337MTEAM 10REPS 3
Other AUM ranges
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