RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
The Atlas Financial Group
RIAMiami, FL
AUM $175MTEAM 4REPS 3
Yoffe Investment Management, LLC
RIALemoyne, PA
AUM $175MTEAM 1REPS 1
TNT Asset Management, LLC
RIARound Rock, TX
AUM $175MTEAM 6REPS 4
Income & Asset Advisory, Inc.
RIAArmonk, NY
AUM $175MTEAM 5REPS 5
Newport Global Advisors L.P.
RIAThe Woodlands, TX
AUM $175MTEAM 5REPS 5
Meliora Capital
RIATulsa, OK
AUM $175MTEAM 3REPS 2
Sageoak Financial, LLC
RIATulsa, OK
AUM $175MTEAM 3REPS 4
Guardian Wealth Management
RIASalt Lake City , UT
AUM $175MTEAM 3REPS 3
Arrow Capital Management, LLC
RIANew York, NY
AUM $175MTEAM 2REPS 3
Teca Partners, LP
RIAAustin, TX
AUM $175MTEAM 4REPS 1
Providence Legacy Advisors LLC
RIAAUM $175MTEAM 1REPS 1
HMC Capital US
RIANew York, NY
AUM $175MTEAM 3REPS 3
Wall Street Investment Management, LLC
RIAAUM $175MTEAM 2REPS 1
Capstone Investment Financial Group, LLC
RIAWebster, NY
AUM $175MTEAM 6REPS 6
Stewardship Concepts Financial Services LLC
RIASpokane, WA
AUM $175MTEAM 4REPS 4
Two Parks Capital LLC
RIANew York, NY
AUM $175MTEAM 5REPS 2
Odlum Brown USA Investment Management Limited
RIAVancouver, British Columbia
AUM $175MTEAM 30REPS 33
A.G. Morgan Financial Advisors, LLC
RIAMassapequa, NY
AUM $175MTEAM 3REPS 2
Sjhl Financial Group
RIAMcpherson, KS
AUM $175MTEAM 12REPS 13
Wedgewood Asset Management, LLC
RIARedondo Beach, CA
AUM $175MTEAM 3REPS 2
Family Legacy Financial Solutions, LLC
RIACary, NC
AUM $175MTEAM 7REPS 5
Unlimited
RIANew York, NY
AUM $174MTEAM 6REPS 4
Port Street Investments, LLC
RIANewport Beach, CA
AUM $174MTEAM 3REPS 2
Davidov Wealth Group, LLC
RIAGarden City, NY
AUM $174MTEAM 3REPS 2
Other AUM ranges
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