RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Gehrig Capital Management, Inc.
RIAMerrillville, IN
AUM $204MTEAM 5REPS 5
Crystal Rock Capital Management, LLC
RIABannockburn, IL
AUM $204MTEAM 4REPS 1
Harkness Capital Management LLC
RIANew York, NY
AUM $204MTEAM 10REPS 3
Moler Capital Management
RIAAUM $204MTEAM 3REPS 3
Up North Financial, LLC
RIATraverse City, MI
AUM $204MTEAM 4REPS 2
Rochester Wealth Strategies, LLC
RIARochester, MI
AUM $204MTEAM 5REPS 4
Aria Growth Partners LP
RIANew York, NY
AUM $204MTEAM 5REPS 3
Lightsquare Wealth Management, LLC
RIABingham Farms, MI
AUM $204MTEAM 5REPS 3
Element Squared Private Wealth
RIAMinneapolis, MN
AUM $203MTEAM 7REPS 6
SG Real Estate I
RIASouthfield, MI
AUM $203MTEAM 20REPS 2
Rayliant Investment Research
RIAWalnut, CA
AUM $203MTEAM 21REPS 4
DV Capital Advisors, LLC
RIAChicago, IL
AUM $203MTEAM 11REPS 3
Kahala Financial Advisors, LLC
RIAHonolulu, HI
AUM $203MTEAM 2REPS 2
Wazee Street Capital Management LLC
RIAGreenwood Village, CO
AUM $203MTEAM 4REPS 2
WJ Financial Advisors, LLC
RIAKillingworth, CT
AUM $203MTEAM 3REPS 6
Mcdermott Investment Advisors, LLC
RIANaples, FL
AUM $203MTEAM 10REPS 8
New Horizons Wealth Management
RIACedar Knolls, NJ
AUM $203MTEAM 9REPS 6
Ball & Company
RIAAUM $203MTEAM 4REPS 2
Independent Wealth Management, LLC
RIATraverse City, MI
AUM $203MTEAM 3REPS 3
Syntax Research, Inc.
RIABoca Raton, FL
AUM $203MTEAM 2REPS 1
Northsands Capital
RIANew York, NY
AUM $203MTEAM 6REPS 3
Harmont Fixed Income, LLC
RIAAUM $203MTEAM 1REPS 1
Chicago Capital Management, LLC
RIAChicago, IL
AUM $203MTEAM 4REPS 2
Forness Financial LLC
RIANeedham, MA
AUM $203MTEAM 3REPS 3
Other AUM ranges
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