RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mckinney Capital Management
RIAHouston, TX
AUM $246MTEAM 7REPS 3
Nefpg
RIABurlington, MA
AUM $246MTEAM 6REPS 3
The Professional Financial Company LLC
RIAOrem, UT
AUM $246MTEAM 7REPS 3
Asempa Wealth Advisors
RIABaton Rouge, LA
AUM $246MTEAM 4REPS 3
DES Moines Investments, LLC
RIADes Moines, IA
AUM $246MTEAM 4REPS 4
Retirement Planning Services
RIAKnoxville, TN
AUM $246MTEAM 6REPS 2
Sierra Pacific Private Wealth, LLC
RIAPleasanton, CA
AUM $246MTEAM 7REPS 3
3b Capital Management, LP
RIADallas, TX
AUM $246MTEAM 3REPS 2
Pinnacle West Asset Management Inc
RIACasper, WY
AUM $246MTEAM 3REPS 4
GLC Investment Advisors, LLC
RIAAUM $246MTEAM 1REPS 1
Insight Investment Counsel
RIAEl Segundo, CA
AUM $246MTEAM 5REPS 2
Toro West Capital Advisors
RIALouisville, CO
AUM $246MTEAM 4REPS 3
Global Wealth Management, LLC
RIAKingston, NJ
AUM $246MTEAM 3REPS 4
Alternative Fund Advisors, LLC
RIABoston, MA
AUM $246MTEAM 6REPS 3
Wealthway Financial Advisors
RIANorfolk, VA
AUM $246MTEAM 5REPS 2
Bostwick Capital LLC
RIALocust Valley, NY
AUM $245MTEAM 2REPS 2
RM Financial Services, LLC
RIAFalmouth, ME
AUM $245MTEAM 4REPS 3
Optimist Retirement Group, LLC
RIABellevue, WA
AUM $245MTEAM 2REPS 2
Strobe Ventures
RIABrooklynn, NY
AUM $245MTEAM 4REPS 5
Cannon Wealth Management Services
RIAWinston Salem, NC
AUM $245MTEAM 8REPS 5
Saas Capital, LLC
RIACincinnati, OH
AUM $245MTEAM 9REPS 6
W Advisors LLC
RIAGermantown, TN
AUM $245MTEAM 3REPS 3
Integras Partners, LLC
RIAAlpharetta, GA
AUM $245MTEAM 5REPS 3
Merrion Investment Management Co, LLC
RIACranford, NJ
AUM $245MTEAM 6REPS 5
Other AUM ranges
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