RIAs: $100M – $500M AUM
7,653 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Additive Advisory Pbc
RIAMemphis, TN
AUM $141MTEAM 3REPS 2
Stability Partners Advisory Group, LLC
RIASpring, TX
AUM $141MTEAM 3REPS 3
Wolverine Wealth Advisory Services Inc.
RIABloomfield Hills, MI
AUM $141MTEAM 1REPS 1
Wilmington Trust Investment Management
RIAWilmington, DE
AUM $141MTEAM 36REPS 11
Immaculate Wealth Management, LLC
RIAMesa, AZ
AUM $141MTEAM 2REPS 2
Mestmaker & Petrey Wealth Advisors
RIABakersfield, CA
AUM $141MTEAM 3REPS 3
Sherman Asset Management, Inc.
RIAVentura, CA
AUM $141MTEAM 1REPS 1
DLK Investment Advisors, LLC
RIAMercer Island, WA
AUM $141MTEAM 2REPS 2
Vertis Wealth, LLC
RIAChicago, IL
AUM $141MTEAM 17REPS 9
Clear Sky Financial, LP
RIAProsper, TX
AUM $141MTEAM 3REPS 3
Axia Wealth Management Inc
RIABend, OR
AUM $141MTEAM 4REPS 3
RSG Investments LLC
RIAOverland Park, KS
AUM $141MTEAM 25REPS 8
Actitrust Wealth Management LLC
RIAPlantation, FL
AUM $141MTEAM 7REPS 6
Millington Securities, LLC
RIARed Bank, NJ
AUM $141MTEAM 6REPS 1
Steele Street Capital LLC
RIAKittery, ME
AUM $140MTEAM 3REPS 2
Plan First Wealth LLC
RIAAUM $140MTEAM 3REPS 3
MWM Wealth Advisory, LLC
RIAPlymouth, MN
AUM $140MTEAM 1REPS 1
Microvest Capital Management
RIAWashington, DC
AUM $140MTEAM 7REPS 3
Glassbead Capital Management LLC
RIAMiami Beach, FL
AUM $140MTEAM 3REPS 2
Olive Branch Capital, LLC
RIAAUM $140MTEAM 3REPS 2
Savior Wealth
RIAWellesley, MA
AUM $140MTEAM 3REPS 5
Excomp Asset Management Ltd
RIAMelville, NY
AUM $140MTEAM 5REPS 2
Monroe Capital Real Estate Credit Advisors, LLC
RIAChicago, IL
AUM $140MTEAM 50REPS 0
Agman Capital
RIAOmaha, NE
AUM $140MTEAM 3REPS 1
Other AUM ranges
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