RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Idirect Private Credit Advisors LLC
RIANew York, NY
AUM $291MTEAM 158REPS 4
Epiq Partners, LLC
RIAMinneapolis, MN
AUM $291MTEAM 6REPS 5
Investbev
RIAChicago, IL
AUM $291MTEAM 10REPS 2
Vivid Wealth Management, LLC
RIAWest Des Moines, IA
AUM $291MTEAM 3REPS 3
Flowering Tree Investment Management Pte. Ltd.
RIASingapore
AUM $291MTEAM 10REPS 2
New Rhein Healthcare Investors LLC
RIAPhiladelphia, PA
AUM $291MTEAM 10REPS 4
Accretive Wealth Management, LLC
RIASan Ramon, CA
AUM $291MTEAM 4REPS 3
Lockshield Partners, Inc.
RIAGlasgow, KY
AUM $291MTEAM 8REPS 4
Birks Financial Corp.
RIAHerndon, VA
AUM $291MTEAM 3REPS 3
Godshalk Welsh Capital Management, Inc.
RIARadnor, PA
AUM $290MTEAM 2REPS 1
Martin Capital Partners, LLC
RIAEugene, OR
AUM $290MTEAM 4REPS 4
Hmount Asset Management (HK) Limited
RIAHong Kong
AUM $290MTEAM 3REPS 3
Aspire Wealth Architects
RIAWexford, PA
AUM $290MTEAM 4REPS 4
Mbia Capital Advisors
RIACincinnati, OH
AUM $290MTEAM 5REPS 5
FOX Hill Wealth Management
RIADedham, MA
AUM $290MTEAM 8REPS 8
Gimbal Financial, LLC
RIACarmel, IN
AUM $290MTEAM 6REPS 7
Retirement Portfolios, LLC
RIALawrence, KS
AUM $290MTEAM 2REPS 2
Other AUM ranges
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