RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Catchment Capital, L.P.
RIANew York, NY
AUM $148MTEAM 8REPS 2
Tuve Investment Management, Inc.
RIAWaterloo, IA
AUM $148MTEAM 6REPS 2
Flyover Capital Partners, LLC
RIAKansas City, MO
AUM $148MTEAM 8REPS 4
Financial Avenues
RIAAUM $148MTEAM 4REPS 4
AWH Capital, L.P.
RIADallas, TX
AUM $148MTEAM 3REPS 2
Plan2thrive Financial
RIAEldridge, IA
AUM $148MTEAM 4REPS 4
Stembrook Asset Management, LLC
RIARed Bank, NJ
AUM $148MTEAM 2REPS 2
Renaissance Advisors
RIARidgeland, MS
AUM $147MTEAM 3REPS 3
Chung Wu Investment Group, LLC
RIASugar Land, TX
AUM $147MTEAM 2REPS 2
Peachcap Tax & Advisory, LLC
RIAAtlanta, GA
AUM $147MTEAM 4REPS 7
Edmp, Inc.
RIALutz, FL
AUM $147MTEAM 3REPS 3
Blue Bear Financial, LLC
RIAAUM $147MTEAM 6REPS 3
FIT Wealth Management
RIACentennial, CO
AUM $147MTEAM 3REPS 3
Outlook Capital Management, LLC
RIAArlington Heights, IL
AUM $147MTEAM 2REPS 1
Chelsea Advisory Services, Inc
RIAStaten Island, NY
AUM $147MTEAM 30REPS 30
Rabe Investment Consulting Group
RIARichfield, OH
AUM $147MTEAM 3REPS 2
Horizon Wealth
RIADenver, CO
AUM $147MTEAM 7REPS 8
Cross Border Financial Planning USA LLC
RIAPhiladelphia, PA
AUM $147MTEAM 3REPS 4
DBA Big Money Retirement And Big Retirement
RIAGreenville, SC
AUM $147MTEAM 25REPS 11
Wealthpoint Advisors
RIACramerton, NC
AUM $147MTEAM 7REPS 4
Spark Financial Advisors
RIARichmond, VA
AUM $147MTEAM 7REPS 3
Cross Shore Capital Management, LLC
RIAGreat Neck, NY
AUM $147MTEAM 5REPS 5
Elite Life Management LLC
RIAErie, PA
AUM $147MTEAM 4REPS 7
Entelevest, LLC
RIACoral Gables, FL
AUM $147MTEAM 3REPS 3
Other AUM ranges
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