RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Telligent Investment Management, LLC
RIAAdmiralty Hong Kong
AUM $210MTEAM 8REPS 4
Shellman Investment Management, LLC
RIACoral Gables, FL
AUM $210MTEAM 4REPS 4
Runde & Co LLC
RIASeattle, WA
AUM $209MTEAM 2REPS 2
Babb Wealth Advisors LLC
RIAFlagstaff, AZ
AUM $209MTEAM 8REPS 4
Other AUM ranges
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