RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Uhlmann Investment Management, L.L.C.
RIASkokie, IL
AUM $273MTEAM 11REPS 15
TFP Management, LLC
RIABettendorf, IA
AUM $273MTEAM 4REPS 3
Bluestone Wealth Management LLC
RIAKeene, NH
AUM $273MTEAM 2REPS 2
Knox Wealth Partners Advisory
RIAKnoxville, TN
AUM $273MTEAM 7REPS 7
Conscious Wealth Investments, LLC
RIAAtlanta, GA
AUM $273MTEAM 7REPS 4
South Shore Capital Advisors, LLC
RIABoston, MA
AUM $273MTEAM 3REPS 3
Nestegg Advisors, Inc.
RIAHauppauge, NY
AUM $273MTEAM 5REPS 3
Retirement Strategies, Ltd.
RIADublin, OH
AUM $273MTEAM 10REPS 5
E. A. Horwitz LLC
RIADeerfield, IL
AUM $273MTEAM 13REPS 10
Nolet Wealth Management, LLC
RIAFort Worth, TX
AUM $273MTEAM 4REPS 3
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 6REPS 3
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
Other AUM ranges
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