RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Titan Fund Management, LLC
RIAAlbuquerque, NM
AUM $251MTEAM 28REPS 3
Deane Retirement Strategies, Inc.
RIANew Orleans, LA
AUM $251MTEAM 5REPS 3
DS2 Capital LLC
RIAAUM $251MTEAM 7REPS 4
Stone Creek Group, LLC
RIAEnglewood, CO
AUM $251MTEAM 5REPS 1
Wealthmd Corporation
RIALouisville, KY
AUM $251MTEAM 4REPS 2
Amara Financial, LLC
RIASan Francisco, CA
AUM $250MTEAM 3REPS 3
Legend Capital
RIAAUM $250MTEAM 3REPS 4
Recurring Capital Management Company, LLC
RIAAustin, TX
AUM $250MTEAM 6REPS 3
MWA Investments, LLC
RIAWhite Stone, VA
AUM $250MTEAM 1REPS 2
LIG Capital Management, LLC
RIAOklahoma City, OK
AUM $250MTEAM 4REPS 5
Farley Capital
RIAAUM $250MTEAM 4REPS 3
Fisher & Wiens Wealth Management, LLC
RIADanville, CA
AUM $250MTEAM 1REPS 2
Mokan Wealth Management
RIAOverland Park, KS
AUM $250MTEAM 4REPS 2
Main Street Investment Advisors, LLC
RIANorthbrook, IL
AUM $250MTEAM 3REPS 3
Maven Equity Partners, LLC
RIALarkspur, CA
AUM $250MTEAM 3REPS 1
Cogent Private Wealth
RIAOrlando, FL
AUM $250MTEAM 8REPS 5
Journey Beyond Wealth
RIARoswell, GA
AUM $250MTEAM 6REPS 4
Tritonpoint Capital, LLC
RIAChevy Chase, MD
AUM $250MTEAM 3REPS 8
Ehrlich Financial Group
RIALaguna Niguel, CA
AUM $250MTEAM 5REPS 4
Altura Wealth Advisors Inc.
RIASanta Clara, CA
AUM $250MTEAM 12REPS 4
Beadell A D Investment Counsel Inc
RIAMequon, WI
AUM $250MTEAM 2REPS 2
Firstrust
RIADaytona Beach, FL
AUM $250MTEAM 6REPS 5
Swiss Usadvisors
RIAZurich
AUM $250MTEAM 4REPS 1
Investology Inc.
RIAReston, VA
AUM $250MTEAM 5REPS 4
Other AUM ranges
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