RIAs: $100M – $500M AUM
7,657 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
IA Network, LLC
RIACharlotte, NC
AUM $200MTEAM 5REPS 4
Capital Asset Management, Inc.
RIAColumbus, OH
AUM $200MTEAM 3REPS 2
KG Capital Management, LLC
RIASaint Francisville, LA
AUM $200MTEAM 4REPS 10
DBK Financial Counsel, LLC
RIACuyahoga Falls, OH
AUM $199MTEAM 4REPS 3
CND Financial
RIALivonia, MI
AUM $199MTEAM 3REPS 3
Glenwood Investment Group, LLC
RIAManchester, NH
AUM $199MTEAM 4REPS 3
AdvisoR.Investments
RIABaton Rouge, LA
AUM $199MTEAM 6REPS 3
Pingora Partners LLC
RIADallas, TX
AUM $199MTEAM 1REPS 1
The Catalyst Group, Inc.
RIAHouston, TX
AUM $199MTEAM 4REPS 6
Scalar Gauge Management, LLC
RIADallas, TX
AUM $199MTEAM 3REPS 1
Miller Global Investments, L.L.C.
RIADallas, TX
AUM $199MTEAM 2REPS 2
Tranquilli Financial Advisor, LLC
RIAClinton, NJ
AUM $199MTEAM 2REPS 2
Naviquant
RIAAUM $199MTEAM 1REPS 1
Mountain Lake Investment Management LLC
RIAAUM $199MTEAM 6REPS 5
Sechrest Financial Services
RIAActon, MA
AUM $199MTEAM 4REPS 2
AIO Financial, LLC
RIATucson, AZ
AUM $199MTEAM 4REPS 2
RIK Saylor Financial, Inc.
RIAFairfield, OH
AUM $199MTEAM 5REPS 3
Financial Architects, LLC
RIAWoodstock, GA
AUM $199MTEAM 3REPS 3
Barron Financial Group, LLP
RIATorrington, CT
AUM $199MTEAM 3REPS 3
RWA Advisors
RIABoca Raton, FL
AUM $199MTEAM 4REPS 2
Catoctin Ridge Wealth Partner
RIAThurmont, MD
AUM $199MTEAM 5REPS 5
The Bedminster Group
RIABluffton, SC
AUM $199MTEAM 3REPS 2
MJT & Associates Financial Advisory Group, Inc.
RIAMontevideo, MN
AUM $199MTEAM 2REPS 1
Erickson Financial Group, LLC
RIAAllentown, PA
AUM $199MTEAM 6REPS 3
Other AUM ranges
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