RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mercury Investment Group
RIAMemphis, TN
AUM $253MTEAM 3REPS 7
Patrick M. Sweeney & Associates, Inc
RIALibertyville, IL
AUM $253MTEAM 2REPS 3
Taylor Securities Services, Inc.
RIAHarrisburg, PA
AUM $253MTEAM 11REPS 5
Humphreys Capital, LLC
RIAOklahoma City, OK
AUM $252MTEAM 20REPS 6
Waycross Investment Management Co
RIABellingham, WA
AUM $252MTEAM 5REPS 4
Lee, Kelleher & Klein Wealth Management
RIAAUM $252MTEAM 3REPS 3
Winters Financial Group, Inc.
RIAWestlake Village, CA
AUM $252MTEAM 3REPS 3
JCP Investment Management, LLC
RIAHouston, TX
AUM $252MTEAM 6REPS 6
Morgan Dempsey Capital Management LLC
RIAMilwaukee, WI
AUM $252MTEAM 6REPS 4
DB & C Advisors, LLC
RIAHolland, MI
AUM $252MTEAM 11REPS 10
Principled Wealth Advisors, LLC
RIACovington, KY
AUM $252MTEAM 5REPS 2
Baird Venture Partners Management Company IV, LLC
RIAMilwaukee, WI
AUM $252MTEAM 14REPS 6
Monarch Collective
RIAAUM $252MTEAM 6REPS 4
Bradley & Company Private Wealth Management, LLC
RIAAUM $252MTEAM 3REPS 2
Fischer Investment Strategies, LLC
RIAWestlake Village, CA
AUM $252MTEAM 5REPS 4
Murphy Wealth Management Group
RIAFishkill, NY
AUM $252MTEAM 6REPS 3
Coinshares Asset Management (US) LLC
RIANew York, NY
AUM $252MTEAM 8REPS 2
Advanced Financial Strategies Inc
RIAIrvine, CA
AUM $252MTEAM 6REPS 4
Research Financial Strategies
RIARockville, MD
AUM $252MTEAM 10REPS 8
Bridges Capital LLC
RIAFort Lauderdale, FL
AUM $252MTEAM 1REPS 1
HC2 Capital, LLC
RIADallas, TX
AUM $252MTEAM 7REPS 7
Aretex Capital Management, LP
RIANew York, NY
AUM $252MTEAM 3REPS 2
Riverchase Wealth Management, LLC
RIAFlower Mound, TX
AUM $251MTEAM 5REPS 3
Talisman Wealth Advisors, LLC
RIAMountainside, NJ
AUM $251MTEAM 4REPS 4
Other AUM ranges
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