RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
1492 Capital Management, LLC
RIAMilwaukee, WI
AUM $275MTEAM 5REPS 4
Berry Wealth Group
RIAGranbury, TX
AUM $275MTEAM 6REPS 3
Lumos Capital Group LLC
RIANew York, NY
AUM $274MTEAM 7REPS 2
Ouellette Wealth Advisory LLC
RIALexington, MA
AUM $274MTEAM 7REPS 1
Sutterfield Financial Group, Inc.
RIABartlesville, OK
AUM $274MTEAM 32REPS 9
Elite Financial, Inc.
RIALewiston, ID
AUM $274MTEAM 1REPS 1
Capasso Planning Partners LLC
RIACharleston, SC
AUM $274MTEAM 5REPS 2
Mission Hills Financial Advisory LLC
RIASan Diego, CA
AUM $274MTEAM 6REPS 3
Chronos Wealth Management, L.L.C.
RIAClearwater, FL
AUM $274MTEAM 3REPS 2
Signature Financial Services, Ltd
RIAArlington Heights, IL
AUM $274MTEAM 12REPS 12
Private Wealth Group, LLC
RIATampa, FL
AUM $274MTEAM 2REPS 1
Lonestar Registered Investment Advisors, Pllc
RIALubbock, TX
AUM $274MTEAM 11REPS 10
JP Wealth Management, Inc.
RIAMount Pleasant, SC
AUM $274MTEAM 2REPS 3
Doceo Wealth, LLC
RIAMeridian, ID
AUM $274MTEAM 7REPS 6
Udine Wealth Management Inc.
RIAAUM $274MTEAM 2REPS 2
James River Asset Management, LLC
RIAMidlothian, VA
AUM $274MTEAM 9REPS 6
Truewealth Financial Partners
RIABellevue, WA
AUM $274MTEAM 4REPS 5
Interalpen Partners, LLC
RIAOmaha, NE
AUM $274MTEAM 11REPS 3
Birmingham Capital Management Co Inc
RIABirmingham, AL
AUM $274MTEAM 1REPS 2
Chapel Bridge Wealth Advisors
RIASan Juan, PR
AUM $274MTEAM 3REPS 3
Graceada Partners
RIAModesto, CA
AUM $273MTEAM 25REPS 8
Legacy Capital
RIAThe Woodlands, TX
AUM $273MTEAM 3REPS 3
Reckoner Capital Management LLC
RIANew York, NY
AUM $273MTEAM 26REPS 4
Normandy Investment Advisors
RIALeawood, KS
AUM $273MTEAM 5REPS 5
Other AUM ranges
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