RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Geosphere Capital Management, LLC
RIAMiami Beach, FL
AUM $258MTEAM 6REPS 2
Bush Wealth Management
RIAValdosta, GA
AUM $258MTEAM 12REPS 6
Mcdonough Capital Management, Inc.
RIAOrlando, FL
AUM $258MTEAM 3REPS 3
Horizons Wealth Management
RIAAsheville, NC
AUM $258MTEAM 4REPS 3
Koenig Investment Advisory, LLC
RIAAshland, OR
AUM $258MTEAM 3REPS 3
Bruce G. Allen Investments, LLC
RIADenver, CO
AUM $258MTEAM 2REPS 2
Profits Plus Capital Management, LLC
RIANampa, ID
AUM $258MTEAM 1REPS 1
Pluscios Management LLC
RIAEvanston, IL
AUM $258MTEAM 5REPS 3
Malvern Capital Management
RIAMalvern, PA
AUM $258MTEAM 5REPS 4
Kamichu Wealth Management LLC
RIAAUM $258MTEAM 8REPS 5
Village Wealth Advisors
RIAWestlake Village, CA
AUM $258MTEAM 3REPS 4
HEP Partners LLC
RIADallas, TX
AUM $258MTEAM 8REPS 2
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
GLD Advisors, LLC
RIAMiami Beach, FL
AUM $257MTEAM 4REPS 2
103 Advisory Group
RIAChicago, IL
AUM $257MTEAM 3REPS 2
Dogwood Wealth Management, LLC
RIALenexa, KS
AUM $257MTEAM 6REPS 4
Other AUM ranges
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