RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Birdrock Wealth
RIAAustin, TX
AUM $146MTEAM 6REPS 8
Essex Ridge Capital Group, LLC
RIASaint Louis, MO
AUM $146MTEAM 2REPS 2
Wellington-Altus USA Inc.
RIAWinnipeg Manitoba
AUM $146MTEAM 59REPS 6
C&S Investment
RIAVaduz Vaduz
AUM $146MTEAM 8REPS 3
The Life Group Financial Services
RIADubuque, IA
AUM $146MTEAM 4REPS 5
Kruse Asset Management, LLC
RIAChicago, IL
AUM $146MTEAM 2REPS 4
Westbound Equity Management, LLC
RIAPalo Alto, CA
AUM $146MTEAM 5REPS 3
FMB Retirement Services
RIAWestlake Village, CA
AUM $146MTEAM 12REPS 7
Jefferson Bridge Capital, LLC
RIANashville, TN
AUM $146MTEAM 3REPS 3
Manna Wealth Management
RIAMiami Beach, FL
AUM $146MTEAM 2REPS 1
Peterson Investment Management Inc
RIAAUM $146MTEAM 2REPS 2
Ankerstar Wealth, LLC
RIALeander, TX
AUM $146MTEAM 8REPS 6
Core Alpha, Inc.
RIARochester, NY
AUM $146MTEAM 3REPS 3
Campbell Asset Management, LLC
RIAChattanooga, TN
AUM $146MTEAM 4REPS 3
Millennial Wealth Advisors
RIAAUM $146MTEAM 2REPS 2
Arden Global Family Offices
RIAAUM $146MTEAM 3REPS 3
Mercantile Investment Advisors
RIAWichita Falls, TX
AUM $146MTEAM 3REPS 2
Foresee Wealth Advisors
RIABellevue, WA
AUM $146MTEAM 2REPS 2
Eagle Financial Strategies
RIABangor, ME
AUM $146MTEAM 6REPS 3
KMF Investments Management, LLC
RIAAUM $146MTEAM 4REPS 4
North Compass Financial Advisors, LLC
RIAGrand Rapids, MN
AUM $146MTEAM 4REPS 2
The Stewardship Center, Inc.
RIAAUM $146MTEAM 2REPS 2
Cornerstone Wealth Partners, LLC
RIAOkemos, MI
AUM $146MTEAM 15REPS 12
KI Capital Wealth Management US LLC
RIAMiami, FL
AUM $146MTEAM 5REPS 5
Other AUM ranges
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