RIAs: $100M – $500M AUM
7,667 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
ATA Management Strategies Inc
RIAWhitehall, PA
AUM $125MTEAM 2REPS 2
Bastion Fiduciary
RIAAUM $125MTEAM 7REPS 6
Konza Global Wealth Group
RIAOverland Park, KS
AUM $125MTEAM 2REPS 2
Seedsafe Financial LLC
RIAAUM $125MTEAM 7REPS 4
Blue Curve Advisory, LLC
RIATowson, MD
AUM $125MTEAM 8REPS 2
Southpaw Asset Management, LP
RIAAUM $125MTEAM 2REPS 2
Cantlon Financial Planning LLC
RIAAUM $125MTEAM 3REPS 3
44 North Capital, LLC
RIABurlington, VT
AUM $125MTEAM 3REPS 3
MAR Wealth Management Services, LLC
RIAWest Palm Beach, FL
AUM $125MTEAM 3REPS 3
Centrus Financial Strategies
RIAOrlando, FL
AUM $125MTEAM 9REPS 3
IIC
RIABloomfield Hills, MI
AUM $125MTEAM 13REPS 5
Truly Unbiased LLC
RIAAUM $125MTEAM 1REPS 1
Foxglove Financial
RIAAUM $125MTEAM 1REPS 1
Strongtower Wealth Management, Plc
RIAHot Springs, AR
AUM $125MTEAM 7REPS 5
East Beach Asset Management, LLC
RIALos Angeles, CA
AUM $125MTEAM 3REPS 2
Paradoxiom Capital
RIAStamford, CT
AUM $125MTEAM 3REPS 1
Doxara Capital LP
RIAJacksonville, FL
AUM $125MTEAM 3REPS 2
Tidehaven Wealth, LLC
RIAMount Pleasant, SC
AUM $125MTEAM 2REPS 2
Johnston Investment Counsel, Ltd.
RIAPeoria, IL
AUM $125MTEAM 2REPS 1
Masterpiece Capital, LLC
RIAAustin, TX
AUM $125MTEAM 4REPS 1
Sawyer Capital Management
RIAAUM $125MTEAM 1REPS 1
Wolf Financial Advisors LLC
RIAPekin, IL
AUM $125MTEAM 1REPS 1
Landmark Investment Partners, L.P.
RIAWest Palm Beach, FL
AUM $125MTEAM 5REPS 2
Dakota Investments, LLC
RIABryn Mawr, PA
AUM $125MTEAM 6REPS 3
Other AUM ranges
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