RIAs: $100M – $500M AUM
7,662 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cassilly Financial
RIASeverna Park, MD
AUM $136MTEAM 2REPS 2
Revo Financial, LLC
RIABartlesville, OK
AUM $135MTEAM 3REPS 2
Dover Investment Advisory Corporation
RIAAUM $135MTEAM 1REPS 1
Global Financial Planning Group, LLC
RIATroy, MI
AUM $135MTEAM 5REPS 2
Allegro Mineral Partners LLC
RIAHouston, TX
AUM $135MTEAM 17REPS 6
Keller Financial Group
RIACamp Hill, PA
AUM $135MTEAM 2REPS 2
Light Capital LLC
RIASanta Monica, CA
AUM $135MTEAM 2REPS 1
Fogarty Wealth Management, Inc.
RIAMissouri City, TX
AUM $135MTEAM 1REPS 1
Chicago Capital Management Advisors, LLC
RIALisle, IL
AUM $135MTEAM 20REPS 20
Heights Point Management, LP
RIANew York, NY
AUM $135MTEAM 4REPS 2
Sparrow Wealth Management
RIAOrlando, FL
AUM $135MTEAM 1REPS 1
Crystal Cove Asset Management
RIANewport Beach, CA
AUM $135MTEAM 2REPS 2
Dreamers Management LLC
RIAEl Segundo, CA
AUM $135MTEAM 7REPS 2
Lightsmith Climate Resilience Management LLC
RIANew York, NY
AUM $135MTEAM 9REPS 2
IA Private Wealth (USA) Inc.
RIAToronto Ontario
AUM $135MTEAM 131REPS 14
Kult Wealth Management Group, LLC
RIABrookfield, WI
AUM $135MTEAM 2REPS 1
PSC Financial LLC
RIABloomington, MN
AUM $135MTEAM 3REPS 3
Colton Wealth Management
RIAArcadia, CA
AUM $135MTEAM 3REPS 2
Tradewinds Wealth Management
RIAPortland, OR
AUM $135MTEAM 4REPS 4
Brighter Financial Capital Management, LLC
RIAReston, VA
AUM $135MTEAM 4REPS 4
Aluman
RIAAUM $135MTEAM 2REPS 2
Altum Wealth Advisors
RIAChico, CA
AUM $135MTEAM 3REPS 2
Brandywine Financial Group, Inc.
RIAAUM $135MTEAM 2REPS 2
Financial Advisor Network, Inc.
RIAFarmingdale, NY
AUM $135MTEAM 4REPS 4
Other AUM ranges
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