RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Monere Wealth Management, Inc.
RIASchaumburg, IL
AUM $312MTEAM 10REPS 11
Glass Wealth Management Co, LLC
RIASan Antonio, TX
AUM $312MTEAM 6REPS 5
Lake Whillans Capital Partners LLC
RIAPlano, TX
AUM $312MTEAM 5REPS 1
Nfwm
RIAPlano, TX
AUM $312MTEAM 2REPS 2
Tilia Holdings, LLC
RIAChicago, IL
AUM $312MTEAM 11REPS 3
Sunrise Manager LLC
RIAWest Palm Beach, FL
AUM $312MTEAM 28REPS 5
Iwealth
RIAWaseca, MN
AUM $312MTEAM 14REPS 6
Miller Capital
RIATroy, MI
AUM $312MTEAM 5REPS 2
APS Wealth Management, LLC
RIAMelville, NY
AUM $312MTEAM 9REPS 5
Lyon Wealth Advisors
RIACharlotte, NC
AUM $311MTEAM 3REPS 3
Griffiths, Dreher & Evans, P.S., Cpas
RIASpokane Valley, WA
AUM $311MTEAM 25REPS 9
Optimist Ventures LLC
RIANew York, NY
AUM $311MTEAM 3REPS 2
BG America LLC
RIANew York, NY
AUM $311MTEAM 6REPS 5
Cravens & Company Wealth Management
RIACookeville, TN
AUM $311MTEAM 6REPS 3
401k Investment Professionals
RIAWaunakee, WI
AUM $311MTEAM 4REPS 4
Malaga Cove Capital, LLC
RIAPalos Verdes Estates, CA
AUM $311MTEAM 4REPS 3
Mission Financial Group, LLC
RIALas Vegas, NV
AUM $311MTEAM 6REPS 6
Spring Mountain Capital, LP
RIANew York, NY
AUM $311MTEAM 17REPS 5
Level Ventures Management LLC
RIASunny Isles Beach, FL
AUM $311MTEAM 7REPS 2
TRP Capital Advisors VI, LLC
RIABirmingham, MI
AUM $311MTEAM 11REPS 5
Waypoint Capital Partners, LLC
RIAStamford, CT
AUM $311MTEAM 7REPS 3
Constellation Capital Management LLC
RIAAUM $311MTEAM 3REPS 2
Prospect Hill Growth Partners, L.P.
RIAWaltham, MA
AUM $311MTEAM 8REPS 4
Two Point Capital Management, Inc.
RIAPittsford, NY
AUM $311MTEAM 6REPS 3
Other AUM ranges
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