RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Kerusso Capital Management, LLC
RIAWinston Salem, NC
AUM $222MTEAM 3REPS 3
Flax Pond Capital, LLC
RIAAUM $222MTEAM 2REPS 3
Q Capital Solutions
RIAAUM $222MTEAM 2REPS 1
Colrain Capital LLC
RIABoston, MA
AUM $222MTEAM 4REPS 4
Maclean Capital Advisors, LLC
RIAIndian Wells, CA
AUM $222MTEAM 3REPS 3
Phillip James Financial Co
RIAPlymouth, MN
AUM $222MTEAM 3REPS 2
Ring Mountain Capital, LLC
RIATiburon, CA
AUM $222MTEAM 1REPS 1
Mangan Wealth Management
RIASeattle, WA
AUM $222MTEAM 6REPS 1
Bischoff Wealth Management Group, LLC
RIAGreenwood, IN
AUM $222MTEAM 5REPS 2
Sincerus Advisory
RIAAUM $222MTEAM 4REPS 3
Cross Border Wealth, LLC
RIANew York, NY
AUM $222MTEAM 7REPS 8
MFG Family Office LLC
RIACdmx
AUM $222MTEAM 1REPS 2
VIA IV Investments, LLC
RIABurr Ridge, IL
AUM $222MTEAM 4REPS 4
Addicus Advisory, LLC
RIATupelo, MS
AUM $222MTEAM 35REPS 4
Optimize Financial Inc.
RIAIrvine, CA
AUM $222MTEAM 8REPS 3
Adrian Day Asset Management
RIADorado, PR
AUM $222MTEAM 3REPS 3
Pacific Park Financial, Inc.
RIALaguna Hills, CA
AUM $222MTEAM 2REPS 2
Bond Tech Inc
RIABellbrook, OH
AUM $222MTEAM 2REPS 2
Hager Investment Management Services, LLC
RIANew London, NH
AUM $222MTEAM 3REPS 4
Diazo, LLC
RIAHenderson, NV
AUM $222MTEAM 9REPS 6
Avantra Family Wealth, Inc.
RIAMechanicsburg, PA
AUM $222MTEAM 6REPS 3
Carroll Investors, Inc.
RIAMount Pleasant, SC
AUM $221MTEAM 3REPS 2
Riverglades Family Offices, LLC
RIANaples, FL
AUM $221MTEAM 2REPS 2
Lynx Advisory Partners
RIACoral Gables, FL
AUM $221MTEAM 7REPS 5
Other AUM ranges
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