RIAs: $100M – $500M AUM
7,657 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Elements, Inc
RIARolling Meadows, IL
AUM $193MTEAM 2REPS 1
Del-Sette Capital Management, LLC
RIASchenectady, NY
AUM $193MTEAM 8REPS 6
Cadia Private Client LLC
RIAParsippany, NJ
AUM $193MTEAM 3REPS 2
Excel Capital Management Corp
RIAWarren, NJ
AUM $193MTEAM 2REPS 3
Southern Capital Services Inc
RIADaphne, AL
AUM $192MTEAM 9REPS 6
CIG Asset Management, Inc.
RIASouthfield, MI
AUM $192MTEAM 8REPS 4
Greenshields Capital LLC
RIAEl Segundo, CA
AUM $192MTEAM 2REPS 2
Park State Asset Management LLC
RIABeverly, MA
AUM $192MTEAM 6REPS 4
Hampton Rock Wealth Management
RIAAustin, TX
AUM $192MTEAM 7REPS 6
Blueheel LLC
RIADallas, TX
AUM $192MTEAM 4REPS 2
The Archer Consulting Group, LLC
RIAThibodaux, LA
AUM $192MTEAM 3REPS 3
Oak Tree Investment Advisors
RIAPittsburgh, PA
AUM $192MTEAM 5REPS 3
Gregory Lyle & Co
RIAAUM $192MTEAM 1REPS 1
Vines Capital Management, LLC
RIAMonroe, LA
AUM $192MTEAM 3REPS 3
Desert Rose Capital Management, Inc.
RIAMeridian, ID
AUM $192MTEAM 22REPS 14
Belmont Private Wealth
RIAAUM $192MTEAM 3REPS 3
Spurstone
RIAHigganum, CT
AUM $192MTEAM 5REPS 3
Investors Mosaic
RIAAUM $192MTEAM 2REPS 2
Southport Station Financial Management, LLC
RIASouthport, CT
AUM $192MTEAM 3REPS 3
Incompass Financial Partners, LLC
RIAAlpharetta, GA
AUM $192MTEAM 6REPS 3
CLS Financial Advisors, Inc.
RIAPortland, OR
AUM $192MTEAM 5REPS 3
Pierson Wealth Management
RIAAtlanta, GA
AUM $192MTEAM 3REPS 3
Pettee Investors Inc
RIANorwalk, CT
AUM $192MTEAM 6REPS 4
First American Asset Advisory, LLC
RIAGarden City, NY
AUM $192MTEAM 8REPS 6
Other AUM ranges
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