RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Kilterhowling LLC
RIABoulder, CO
AUM $293MTEAM 4REPS 5
Renaissance Venture Capital Management, Inc.
RIAAnn Arbor, MI
AUM $293MTEAM 4REPS 4
Hemming& Wealth Management, Inc.
RIATraverse City, MI
AUM $293MTEAM 9REPS 4
Whitebark Investors
RIAIncline Village, NV
AUM $292MTEAM 6REPS 3
Hamilton Robinson LLC
RIAStamford, CT
AUM $292MTEAM 10REPS 4
Cornerstone Financial Group,LLC
RIAOmaha, NE
AUM $292MTEAM 7REPS 6
Exceptional Wealth & Family Office
RIAColorado Springs, CO
AUM $292MTEAM 8REPS 5
Luken Investment Analytics, LLC
RIABrentwood, TN
AUM $292MTEAM 6REPS 4
Apex Strategic Wealth, LLC
RIAChattanooga, TN
AUM $292MTEAM 8REPS 8
Cassady Wealth & Retirement Planning L.L.C.
RIAHenderson, NV
AUM $292MTEAM 5REPS 5
Five Corners Financial Services
RIASouth Easton, MA
AUM $292MTEAM 3REPS 2
Efinancial Alliance, LLC
RIAFranklin, TN
AUM $292MTEAM 5REPS 4
NEU Wealth Group
RIAAUM $292MTEAM 2REPS 1
Long Island Wealth Management, Inc.
RIAMelville, NY
AUM $292MTEAM 1REPS 1
Madden Advisory Services, Inc.
RIAJacksonville, FL
AUM $292MTEAM 5REPS 2
Dudley Capital Management LLC
RIAMiddleburg, VA
AUM $292MTEAM 3REPS 2
Mcnaughton Wealth Management, LLC
RIASan Diego, CA
AUM $292MTEAM 6REPS 4
Hatch Cove Capital, LLC
RIAAUM $292MTEAM 4REPS 3
Sugar Maple Asset Management, LLC
RIASister Bay, WI
AUM $292MTEAM 3REPS 3
The Planning Group
RIANorthfield, IL
AUM $291MTEAM 4REPS 4
Millington Financial Advisors, LLC
RIANaperville, IL
AUM $291MTEAM 11REPS 5
Third Eye Capital Management, LLC
RIAMiami Beach, FL
AUM $291MTEAM 1REPS 1
The Ellerson Group Inc
RIAAnnapolis, MD
AUM $291MTEAM 2REPS 2
Kestrel Partners LLP
RIALondon
AUM $291MTEAM 11REPS 5
Other AUM ranges
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