RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Parsow Management LLC
RIAAUM $301MTEAM 1REPS 1
FFP Wealth Management, LLC
RIACoon Rapids, MN
AUM $301MTEAM 9REPS 4
Kinloch Capital, LLC
RIAGlen Allen, VA
AUM $301MTEAM 5REPS 4
Concord Management Services, LLC
RIASummit, NJ
AUM $301MTEAM 2REPS 3
Innovahealth Partners
RIANew York, NY
AUM $301MTEAM 6REPS 3
Retirable
RIANew York, NY
AUM $301MTEAM 23REPS 14
Johnson Financial Advisors
RIATempe, AZ
AUM $301MTEAM 5REPS 3
Triveni Capital Investments LP
RIAStamford, CT
AUM $301MTEAM 6REPS 1
Vital Wealth Management, LLC
RIARosemont, IL
AUM $301MTEAM 2REPS 3
Castle Ridge Asset Management Limited
RIAToronto Ontario
AUM $301MTEAM 8REPS 4
Trunorth Advisors
RIAGreenville, SC
AUM $301MTEAM 31REPS 12
PL3 Capital LP
RIASunny Isles Beach, FL
AUM $301MTEAM 2REPS 1
Cauble & Harre Wealth Management, Inc.
RIASaint Louis, MO
AUM $301MTEAM 4REPS 4
Transition Financial Advisors Group, LLC
RIAAUM $301MTEAM 7REPS 4
Lifeinvest Wealth Management, Ltd
RIAMiami, FL
AUM $301MTEAM 11REPS 10
Pinnacle Capital Management, LLC
RIAEast Syracuse, NY
AUM $300MTEAM 7REPS 1
Stangier Wealth Management
RIAClackamas, OR
AUM $300MTEAM 4REPS 3
Summit Place Financial Advisors, LLC
RIASummit, NJ
AUM $300MTEAM 6REPS 4
Westwood Wealth Management
RIALos Angeles, CA
AUM $300MTEAM 3REPS 2
Capital Wealth Alliance, LLC
RIAScottsdale, AZ
AUM $300MTEAM 5REPS 3
Wealth Advisors Network, Inc.
RIAHastings, NE
AUM $300MTEAM 8REPS 8
Deepwork Capital, LLC
RIAOrlando, FL
AUM $300MTEAM 8REPS 3
Krensavage Asset Management, LLC
RIANew York, NY
AUM $300MTEAM 4REPS 2
Cloud Capital Management
RIASeattle, WA
AUM $300MTEAM 5REPS 6
Other AUM ranges
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