RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Leeb Capital Management, Inc.
RIANew York, NY
AUM $112MTEAM 8REPS 4
Rightoak Asset Management, LLC
RIAAUM $112MTEAM 7REPS 9
Ballast Equity Partners Management Company, LLC
RIANew York, NY
AUM $112MTEAM 5REPS 3
Equitta Advisors LLC
RIAMilford, OH
AUM $112MTEAM 2REPS 2
Strong Investment Management, LLC
RIACanton, OH
AUM $112MTEAM 3REPS 3
Capitol Wealth Management, Inc.
RIAMclean, VA
AUM $112MTEAM 2REPS 1
Underdog Wealth Management, LLC
RIAMaple Grove, MN
AUM $112MTEAM 2REPS 2
Compass Wealth
RIASaint Louis, MO
AUM $112MTEAM 9REPS 7
Caleo Capital N.A. LLC
RIAPonte Vedra, FL
AUM $112MTEAM 5REPS 7
Orchard Capital Management, LLC
RIAChicago, IL
AUM $112MTEAM 5REPS 4
Sullivan Investment Management LLC
RIAWisconsin Rapids, WI
AUM $112MTEAM 1REPS 1
TAM Capital Management Inc
RIAAUM $112MTEAM 1REPS 1
Symphony Wealth Management
RIAAUM $112MTEAM 3REPS 2
Setarcos Wealth Advisors LLC
RIAPhiladelphia, PA
AUM $112MTEAM 3REPS 3
PMD Advisory
RIAHoover, AL
AUM $112MTEAM 7REPS 2
Wealthfront Strategies LLC
RIAPalo Alto, CA
AUM $112MTEAM 21REPS 4
Valley Wealth Management
RIAOshkosh, WI
AUM $112MTEAM 3REPS 1
Precedent Financial Strategies
RIAIndianapolis, IN
AUM $111MTEAM 3REPS 1
DW Investment Solutions, Inc.
RIAAUM $111MTEAM 3REPS 2
Legacy Investment Strategies, LLC
RIAMetairie, LA
AUM $111MTEAM 8REPS 2
GOI
RIAMiami, FL
AUM $111MTEAM 3REPS 3
Financial Mountain Inc
RIABoulder, CO
AUM $111MTEAM 2REPS 2
Milne Financial Planning, Inc.
RIASaint Johnsbury, VT
AUM $111MTEAM 3REPS 1
The Quick Group LLC
RIANew York, NY
AUM $111MTEAM 3REPS 2
Other AUM ranges
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