RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Christy Capital Management, Inc.
RIAMacon, GA
AUM $376MTEAM 22REPS 13
Concorde Investment Management
RIADallas, TX
AUM $376MTEAM 6REPS 4
Stonecrest Wealth Management, Inc
RIAChandler, AZ
AUM $376MTEAM 4REPS 3
Findell Capital Management LLC
RIANew York, NY
AUM $376MTEAM 3REPS 3
Prosperity Advisers, LLC
RIAHorsham, PA
AUM $376MTEAM 8REPS 3
Dover Advisors, LLC
RIAAUM $376MTEAM 7REPS 6
Marin Bay Wealth Advisors, LLC
RIASan Anselmo, CA
AUM $376MTEAM 2REPS 2
Melkonian Capital Management, LLC
RIANew York, NY
AUM $375MTEAM 5REPS 2
Abbey Street
RIAEden Prairie, MN
AUM $375MTEAM 13REPS 7
Retirement Planning Group, LLC
RIAMalta, NY
AUM $375MTEAM 8REPS 5
Hilton Head Financial Advisors, Inc.
RIAHilton Head Island, SC
AUM $375MTEAM 3REPS 1
Cultivar Capital, Inc.
RIADenton, TX
AUM $375MTEAM 3REPS 2
Bear Mountain Capital Inc.
RIASeattle, WA
AUM $375MTEAM 6REPS 9
Viking Partners Advisors
RIACincinnati, OH
AUM $375MTEAM 2REPS 3
ST. Johns Investment Management Company, LLC
RIAJacksonville, FL
AUM $375MTEAM 6REPS 5
Cibest Capital Advisory Services LLC
RIAMiami, FL
AUM $375MTEAM 7REPS 10
Aventura Private Wealth, LLC
RIAAventura, FL
AUM $375MTEAM 5REPS 5
Strategent Financial, LLC
RIAHarrisonburg, VA
AUM $375MTEAM 6REPS 4
Hale Capital Management, LP
RIANew York, NY
AUM $375MTEAM 10REPS 2
Carl Marks Management Company, LLC
RIANew York, NY
AUM $374MTEAM 8REPS 7
Bouvel Investment Partners, LLC
RIAPhoenixville, PA
AUM $374MTEAM 4REPS 3
KM Capital Management, Ltd.
RIAAustin, TX
AUM $374MTEAM 9REPS 4
The Pitti Group Wealth Management, LLC
RIAVictor, NY
AUM $374MTEAM 6REPS 4
Comprehensive Wealth Solutions, LLC
RIABoca Raton, FL
AUM $374MTEAM 3REPS 4
Other AUM ranges
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