RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Schaeffer Financial LLC
RIARockville, MD
AUM $258MTEAM 7REPS 5
MA Asset Management, LLC
RIAIrvington, NY
AUM $258MTEAM 15REPS 5
Kuramo Capital Management, LLC
RIANew York, NY
AUM $258MTEAM 19REPS 3
Genrock Capital Management, LP
RIAPalm Beach, FL
AUM $258MTEAM 4REPS 2
Carbahal Olsen Financial Services Group LLC
RIADavis, CA
AUM $258MTEAM 3REPS 3
Wilkins Miller Wealth Management, LLC
RIAMobile, AL
AUM $257MTEAM 3REPS 8
Bias Investors
RIAHamilton
AUM $257MTEAM 6REPS 6
IKE Capital, LLC
RIAAUM $257MTEAM 3REPS 2
Clarity Asset Management, Inc.
RIAAmes, IA
AUM $257MTEAM 5REPS 5
103 Advisory Group
RIAChicago, IL
AUM $257MTEAM 3REPS 2
Dogwood Wealth Management, LLC
RIALenexa, KS
AUM $257MTEAM 6REPS 4
Center For Asset Management, LLC
RIAPalm Beach Gardens, FL
AUM $257MTEAM 6REPS 2
Tingey Financial Group Inc.
RIAAUM $257MTEAM 7REPS 3
New Millennium Group
RIASandy, UT
AUM $257MTEAM 18REPS 13
Texas Family Wealth, LLC
RIAFriendswood, TX
AUM $257MTEAM 7REPS 4
Independent Access Partners, LLC
RIAHunt Valley, MD
AUM $257MTEAM 5REPS 4
Red Spruce Capital, LLC
RIABerwyn, PA
AUM $257MTEAM 4REPS 4
Financial Advisory Services, LLC
RIAHanover, PA
AUM $257MTEAM 2REPS 2
RD Lewis Wealth Management
RIAMaitland, FL
AUM $257MTEAM 8REPS 4
Stone Pine Financial Partners
RIAMedia, PA
AUM $257MTEAM 5REPS 4
Frontaura Capital LLC
RIAChicago, IL
AUM $257MTEAM 4REPS 3
Wisconsin Capital Management, LLC
RIAMadison, WI
AUM $257MTEAM 5REPS 3
Prospect Hill Management, LLC
RIAAUM $257MTEAM 2REPS 2
CMG Capital Management Group, Inc.
RIAMalvern, PA
AUM $257MTEAM 10REPS 4
Other AUM ranges
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