RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Succession Financial, Inc
RIAMckinney, TX
AUM $210MTEAM 6REPS 3
Sentinel Global
RIASan Francisco, CA
AUM $210MTEAM 5REPS 2
Smart Portfolios, LLC
RIALake Forest Park, WA
AUM $210MTEAM 6REPS 5
Crescent Sterling Ltd.
RIAMetairie, LA
AUM $210MTEAM 7REPS 4
Alcosta Capital Management, Inc.
RIASan Ramon, CA
AUM $210MTEAM 2REPS 1
Atlantic Family Wealth, LLC
RIASouth Miami, FL
AUM $210MTEAM 4REPS 2
Macroclimate LLC
RIAAUM $210MTEAM 2REPS 2
Daniel Investment Group Inc.
RIARoyal Oak, MI
AUM $210MTEAM 3REPS 3
Pare Partners II LLC
RIAMiami, FL
AUM $210MTEAM 20REPS 4
Cornerstone Securities LLC
RIAOverland Park, KS
AUM $210MTEAM 10REPS 10
Treetop Wealth Management, LLC
RIANorthfield, IL
AUM $210MTEAM 3REPS 3
Sander Capital Advisors, Inc.
RIASeattle, WA
AUM $210MTEAM 2REPS 2
Magellan Planning Group
RIABrookhaven, GA
AUM $210MTEAM 3REPS 3
Huffman & Ross Wealth Management LLC
RIAMorgantown, WV
AUM $210MTEAM 2REPS 2
Lummis Asset Management, L.P.
RIAFort Worth, TX
AUM $210MTEAM 1REPS 2
Gouws Capital LLC
RIACharlotte, NC
AUM $210MTEAM 3REPS 2
Williams Financial, LLC
RIANorth Bennington, VT
AUM $210MTEAM 7REPS 4
Hover4pi Capital Management Limited
RIAHong Kong
AUM $210MTEAM 6REPS 4
Advisory Investor Services LLC
RIAMiami, FL
AUM $210MTEAM 12REPS 8
T.M. Wealth Management
RIAReston, VA
AUM $210MTEAM 6REPS 2
Cultivating Wealth
RIAAUM $210MTEAM 5REPS 4
Sunstate Wealth Management LLC
RIACoral Gables, FL
AUM $210MTEAM 4REPS 4
Highland Rim Capital, L.P.
RIANashville, TN
AUM $210MTEAM 7REPS 3
IMG Wealth Management, Inc.
RIAJacksonville, FL
AUM $210MTEAM 7REPS 7
Other AUM ranges
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