RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Future Finances Inc
RIAColumbus, OH
AUM $305MTEAM 4REPS 2
Logica Capital Advisers, LLC
RIALos Angeles, CA
AUM $305MTEAM 9REPS 7
Sims Investment Management LLC
RIACincinnati, OH
AUM $305MTEAM 12REPS 6
Hergenroeder Financial Advisors, Inc.
RIATimonium, MD
AUM $305MTEAM 6REPS 4
West Invest
RIABellingham, WA
AUM $304MTEAM 10REPS 8
Nautilus Advisors LLC
RIALa Jolla, CA
AUM $304MTEAM 3REPS 3
MD Financial Advisors / Vestment Financial
RIAChanhassen, MN
AUM $304MTEAM 20REPS 13
Northern Capital Retirement Services, Inc.
RIASpokane, WA
AUM $304MTEAM 11REPS 11
Oakwood Capital, Inc.
RIASt Louis Park, MN
AUM $304MTEAM 20REPS 20
Codex Capital Asset Management, L.L.C.
RIAAUM $304MTEAM 1REPS 1
Professional Financial Management, Inc.
RIABozeman, MT
AUM $304MTEAM 2REPS 2
Thryve Wealth Management
RIASanta Barbara, CA
AUM $304MTEAM 9REPS 5
Coltrane Asset Management, L.P.
RIANew York, NY
AUM $304MTEAM 5REPS 2
Provider Financial, Inc.
RIACarmel, IN
AUM $304MTEAM 3REPS 2
Signature Resources Capital Management, LLC
RIANewport Beach, CA
AUM $304MTEAM 15REPS 17
Thrive Retirement Specialists
RIARoyal Oak, MI
AUM $304MTEAM 2REPS 2
GBC Investment Group
RIAAUM $304MTEAM 2REPS 1
Key Group Management, Inc.
RIAFountain Hills, AZ
AUM $304MTEAM 5REPS 8
Brightwater Advisory, LLC
RIATampa, FL
AUM $304MTEAM 5REPS 3
Guilbault Capital
RIAMetairie, LA
AUM $304MTEAM 3REPS 2
Ceera Investments, LLC
RIAAUM $304MTEAM 6REPS 1
Siddhi Capital, LLC
RIAMeridian, ID
AUM $304MTEAM 13REPS 5
Asia Pacific Financial Management Group, Inc.
RIAHagatna
AUM $304MTEAM 9REPS 5
Penney Financial
RIAHouston, TX
AUM $304MTEAM 3REPS 3
Other AUM ranges
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