RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Signature Equity Partners, LLC
RIAColumbus, OH
AUM $331MTEAM 38REPS 31
Lynch Asset Management, Inc.
RIAAUM $331MTEAM 3REPS 3
Livet Wealth, LLC
RIASpanish Fork, UT
AUM $331MTEAM 3REPS 3
Essex Private Wealth Management LLC
RIATopsfield, MA
AUM $331MTEAM 6REPS 4
Insight Capital Management
RIAConcord, CA
AUM $331MTEAM 5REPS 4
Uniplan Investment Counsel, Inc.
RIAMilwaukee, WI
AUM $330MTEAM 11REPS 5
Cypress Capital Wealth Management LLC
RIAAnn Arbor, MI
AUM $330MTEAM 4REPS 3
Claris Financial, LLC
RIAGlen Allen, VA
AUM $330MTEAM 8REPS 4
Welton Investment Partners LLC
RIACarmel, CA
AUM $330MTEAM 18REPS 6
DAI Wealth, LLC
RIAAtlanta, GA
AUM $330MTEAM 40REPS 27
Moneywatch Advisors
RIALexington, KY
AUM $330MTEAM 6REPS 2
Boston Family Advisors LLC
RIABoston, MA
AUM $330MTEAM 10REPS 8
Stonebridge Financial Planning Group, LLC
RIAOrlando, FL
AUM $330MTEAM 8REPS 7
Fluent Financial, LLC
RIADallas, TX
AUM $330MTEAM 9REPS 5
DAI Advisors
RIAMenlo Park, CA
AUM $330MTEAM 1REPS 1
Paragon Financial Partners
RIAWoodland Hills, CA
AUM $330MTEAM 2REPS 2
N.V.N.G. Investments, Inc.
RIAKalamazoo, MI
AUM $330MTEAM 1REPS 1
Powers Advisory Group, LLC
RIAHighland, IL
AUM $330MTEAM 7REPS 5
Stella Point Capital, LP
RIANew York, NY
AUM $329MTEAM 12REPS 3
501 North, LLC
RIANew York, NY
AUM $329MTEAM 9REPS 2
Bryspen, Incorporated
RIAWashington, DC
AUM $329MTEAM 2REPS 2
Gutierrez Wealth Advisory, LLC
RIALittle Rock, AR
AUM $329MTEAM 4REPS 4
CI Capital Partners
RIAAUM $329MTEAM 7REPS 2
Pearl Planning
RIADexter, MI
AUM $329MTEAM 7REPS 4
Other AUM ranges
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