RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Alliance Wealth Management Partners LLC
RIAKnoxville, TN
AUM $272MTEAM 13REPS 5
Mendel Capital Management, LLC
RIALittle Rock, AR
AUM $272MTEAM 3REPS 2
Camelot Portfolios, LLC
RIAMaumee, OH
AUM $272MTEAM 7REPS 3
46 Peaks Investment Advisory Group
RIANewtown, PA
AUM $272MTEAM 5REPS 4
Firstmetric
RIATroy, MI
AUM $272MTEAM 1REPS 1
Magnolia Private Wealth, LLC
RIAPhiladelphia, PA
AUM $272MTEAM 4REPS 4
Parker Financial LLC
RIASilverdale, WA
AUM $272MTEAM 5REPS 4
Ryan Investments
RIABasalt, CO
AUM $272MTEAM 7REPS 4
Sound Mark Partners, LLC
RIAGreenwich, CT
AUM $272MTEAM 6REPS 4
Client First Investment Management LLC
RIAWest Bend, WI
AUM $272MTEAM 16REPS 8
Bull Street Advisors
RIASavannah, GA
AUM $272MTEAM 1REPS 1
Triangle Peak Partners, LP
RIAPalo Alto, CA
AUM $272MTEAM 5REPS 4
Invest Capital Partners
RIASpringboro, OH
AUM $272MTEAM 13REPS 9
Advanced Retirement Solutions, LLC
RIAAUM $272MTEAM 1REPS 1
Crossgate Wealth Advisors, LLC
RIANewtown, PA
AUM $272MTEAM 6REPS 4
Generational Private Wealth
RIAAUM $272MTEAM 3REPS 3
Alliance Financial
RIAWyomissing, PA
AUM $272MTEAM 6REPS 5
Tailored Wealth Solutions
RIASaratoga Springs, NY
AUM $272MTEAM 7REPS 3
True Vision Financial Advisors
RIAWoodbury, MN
AUM $272MTEAM 9REPS 4
Fairlead Asset Management LLC
RIAGreenwich, CT
AUM $272MTEAM 4REPS 3
Rahlfs Capital, LLC
RIAAUM $272MTEAM 2REPS 1
SK Advisor Network, LLC
RIAPlano, TX
AUM $272MTEAM 2REPS 2
True Blue Financial, LLC
RIAStevensville, MI
AUM $272MTEAM 4REPS 4
Eastgate Capital Advisors LLC
RIAWinnetka, IL
AUM $271MTEAM 5REPS 5
Other AUM ranges
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