RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 4
True Vision Financial Advisors
RIAWoodbury, MN
AUM $272MTEAM 9REPS 2
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
Wilmington Trust Asset Management, LLC
RIAWilmington, DE
AUM $271MTEAM 40REPS 7
Round Hill Asset Management Inc
RIAPasadena, CA
AUM $271MTEAM 6REPS 1
Parsonex Advisory Services, Inc.
RIAEnglewood, CO
AUM $271MTEAM 24REPS 12
Healthpointcapital Management, LLC
RIASan Diego, CA
AUM $271MTEAM 8REPS 7
Hutner Capital Management Inc.
RIAManchester, VT
AUM $271MTEAM 4REPS 2
Palisades Investment Partners, LLC
RIAEl Segundo, CA
AUM $271MTEAM 3REPS 1
Councilmark Asset Management, LLC
RIAKnoxville, TN
AUM $271MTEAM 3REPS 2
CBG & Company, Inc.
RIAFishers, IN
AUM $271MTEAM 9REPS 3
Hallador Investment Advisors, Inc.
RIAReno, NV
AUM $271MTEAM 9REPS 3
Daus Financial Group, LLC
RIAKalamazoo, MI
AUM $271MTEAM 8REPS 4
Baypointe Partners, LLC
RIAStamford, CT
AUM $271MTEAM 4REPS 2
PAN Global Advisers, LLC
RIANewport Beach, CA
AUM $270MTEAM 3REPS 3
Other AUM ranges
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