RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
First Financial Advisory Services Inc
RIAWesterly, RI
AUM $278MTEAM 7REPS 3
Foronjy Financial
RIASanta Barbara, CA
AUM $278MTEAM 7REPS 4
Midtown Investment Advisors LLC
RIAMiami, FL
AUM $278MTEAM 4REPS 2
Accordant Advisory Group, Inc.
RIAAnnapolis, MD
AUM $278MTEAM 3REPS 2
Auspicious Financial Planning, LLC
RIASan Ramon, CA
AUM $278MTEAM 2REPS 1
Claren Road Private Credit Solutions LLC
RIANew York, NY
AUM $278MTEAM 6REPS 5
Macco Financial Group, Inc.
RIAGreen Bay, WI
AUM $278MTEAM 8REPS 5
Oasis Advisors
RIAForest City, IA
AUM $278MTEAM 28REPS 23
Heritage Holding
RIABoston, MA
AUM $278MTEAM 17REPS 2
Harbor Island Capital LLC
RIATopsfield, MA
AUM $278MTEAM 2REPS 1
Universal Financial Advisors, LLC
RIASaint Louis, MO
AUM $277MTEAM 8REPS 10
Teucrium Investment Advisors, LLC
RIABurlington, VT
AUM $277MTEAM 12REPS 4
HBE Wealth Management, LLC
RIALincoln, NE
AUM $277MTEAM 5REPS 5
Kilter Group
RIAAUM $277MTEAM 13REPS 9
Delta Capital Management, LLC
RIAMaitland, FL
AUM $277MTEAM 9REPS 8
Tyner Capital Management Investment Counsel, Inc.
RIASignal Mountain, TN
AUM $277MTEAM 2REPS 1
Buckman Advisory Group LLC
RIALittle Silver, NJ
AUM $277MTEAM 15REPS 18
Planguide Financial
RIASouthlake, TX
AUM $277MTEAM 1REPS 2
Dominion Portfolio Management, Inc.
RIATampa, FL
AUM $277MTEAM 18REPS 24
Johkim Capital Partners Management LLC
RIADallas, TX
AUM $277MTEAM 6REPS 3
The Retirement Guys Formula
RIAMaumee, OH
AUM $277MTEAM 7REPS 6
Walleye Partners LLC
RIAMadison, WI
AUM $277MTEAM 5REPS 3
JFR Financial Services, Inc.
RIATrenton, MI
AUM $277MTEAM 11REPS 2
Westbourne Investments, Inc.
RIAAlexandria, VA
AUM $276MTEAM 7REPS 6
Other AUM ranges
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