RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
LC Vero Manager
RIANew York, NY
AUM $206MTEAM 3REPS 3
Kelson Asset Management LLC
RIAAUM $206MTEAM 4REPS 3
Mercer Advisors Private Asset Management, Inc.
RIADenver, CO
AUM $206MTEAM 1REPS 7
SRT Group LLC
RIAWest Palm Beach, FL
AUM $206MTEAM 28REPS 4
Western Pacific Wealth Management, LP
RIALake Forest, IL
AUM $206MTEAM 3REPS 2
Manhattan Global Asset Management LLC
RIALas Vegas, NV
AUM $206MTEAM 2REPS 1
The Putney Financial Group LLC
RIASan Rafael, CA
AUM $205MTEAM 8REPS 6
Rookwood Wealth Management, LLC
RIAAUM $205MTEAM 2REPS 1
Osbon Capital Management, LLC
RIABoston, MA
AUM $205MTEAM 3REPS 2
Safebridge LLC
RIAAUM $205MTEAM 1REPS 1
White Rock Oil & Gas Holdings, LLC
RIAPlano, TX
AUM $205MTEAM 10REPS 4
Blue Marble Investments
RIASanta Barbara, CA
AUM $205MTEAM 3REPS 4
Trident Management LLC
RIANew York, NY
AUM $205MTEAM 10REPS 4
Chesapeake Investment Management LLC
RIAMclean, VA
AUM $205MTEAM 7REPS 7
021 Investments LLC
RIACoral Gables, FL
AUM $205MTEAM 5REPS 2
Flavin Financial Services, Inc.
RIAMelbourne, FL
AUM $205MTEAM 4REPS 4
3rd Creek Investments
RIAAUM $205MTEAM 4REPS 4
Kirk Capital Advisors LLC
RIAVienna, VA
AUM $205MTEAM 5REPS 3
Northavenue LLC
RIAColumbus, OH
AUM $205MTEAM 9REPS 3
The Herbst Group, LLC
RIAAUM $205MTEAM 7REPS 3
Kohlhepp Investment Advisors, Ltd.
RIADoylestown, PA
AUM $205MTEAM 6REPS 3
Mittelman Wealth Management
RIAAUM $205MTEAM 1REPS 1
Donalies Financial Planning, LLC
RIAAUM $205MTEAM 5REPS 4
Momentum Wealth Planning
RIAAUM $205MTEAM 2REPS 3
Other AUM ranges
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