RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
4wealth Advisors, Inc.
RIABurr Ridge, IL
AUM $275MTEAM 13REPS 11
Legal Advantage Investments, Inc.
RIAAUM $275MTEAM 2REPS 2
O'Connor Financial Group LLC
RIAQuincy, IL
AUM $275MTEAM 6REPS 3
KAI Wealth LLC
RIAChicago, IL
AUM $275MTEAM 6REPS 4
Charter Research & Investment Group Inc
RIASouthport, CT
AUM $275MTEAM 3REPS 4
CMR Capital Management, LLC
RIAPasadena, CA
AUM $275MTEAM 6REPS 1
Chicago Investment Advisory Group
RIAMokena, IL
AUM $275MTEAM 7REPS 7
Klaff Realty, LP
RIAChicago, IL
AUM $275MTEAM 10REPS 3
Russell Capital Management, LLC
RIALexington, KY
AUM $275MTEAM 4REPS 4
Roserock Wealth Management, LLC
RIADallas, TX
AUM $275MTEAM 2REPS 2
Addicus Advisory, LLC
RIATupelo, MS
AUM $275MTEAM 23REPS 4
Cushing Capital Partners, LLC
RIADelafield, WI
AUM $275MTEAM 2REPS 2
1492 Capital Management, LLC
RIAMilwaukee, WI
AUM $275MTEAM 5REPS 4
Berry Wealth Group
RIAGranbury, TX
AUM $275MTEAM 6REPS 3
Lumos Capital Group LLC
RIANew York, NY
AUM $274MTEAM 7REPS 2
Ouellette Wealth Advisory LLC
RIALexington, MA
AUM $274MTEAM 7REPS 1
Sutterfield Financial Group, Inc.
RIABartlesville, OK
AUM $274MTEAM 32REPS 9
Elite Financial, Inc.
RIALewiston, ID
AUM $274MTEAM 1REPS 1
Capasso Planning Partners LLC
RIACharleston, SC
AUM $274MTEAM 5REPS 4
Mission Hills Financial Advisory LLC
RIASan Diego, CA
AUM $274MTEAM 6REPS 3
Chronos Wealth Management, L.L.C.
RIAClearwater, FL
AUM $274MTEAM 3REPS 2
Signature Financial Services, Ltd
RIAArlington Heights, IL
AUM $274MTEAM 12REPS 12
Private Wealth Group, LLC
RIATampa, FL
AUM $274MTEAM 2REPS 1
Lonestar Registered Investment Advisors, Pllc
RIALubbock, TX
AUM $274MTEAM 11REPS 10
Other AUM ranges
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