RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Alpha Zero LLC
RIABoca Raton, FL
AUM $270MTEAM 17REPS 11
Client First Capital, LLC
RIAAUM $270MTEAM 4REPS 2
Hawke Financial Group
RIAMeridian, ID
AUM $270MTEAM 2REPS 2
Wallace Advisory Group, LLC
RIALafayette, CA
AUM $269MTEAM 4REPS 1
Mader & Shannon Wealth Management
RIAKansas City, MO
AUM $269MTEAM 10REPS 8
Hardy & Hardy Co LLC
RIALima, OH
AUM $269MTEAM 2REPS 2
Atlas Fiduciary Services, Inc.
RIAConcord, NH
AUM $269MTEAM 6REPS 4
Prosperity Wealth Planning LLC
RIAIrvine, CA
AUM $269MTEAM 7REPS 4
VRM Penzini Capital L.L.C.
RIASan Juan, PR
AUM $269MTEAM 4REPS 3
Barr Financial Services, LLC
RIAWinter Park, FL
AUM $269MTEAM 2REPS 2
Capitol Financial Consultants, Inc.
RIAMclean, VA
AUM $269MTEAM 4REPS 4
Ajovista
RIABoston, MA
AUM $269MTEAM 13REPS 2
Dunn Capital Management
RIAStuart, FL
AUM $269MTEAM 27REPS 4
Dorado Wealth Management LLC
RIAAUM $269MTEAM 2REPS 2
Schear Investment Advisers, LLC
RIABlue Ash, OH
AUM $269MTEAM 3REPS 3
Peak Financial Advisors
RIADenver, CO
AUM $269MTEAM 3REPS 3
Stonebridge Capital Management Inc
RIALos Angeles, CA
AUM $269MTEAM 5REPS 3
Byrne Asset Management, LLC
RIAKingston, NJ
AUM $269MTEAM 5REPS 6
Awani Capital Management LP
RIAFulton, MD
AUM $269MTEAM 8REPS 2
Andrews Advisory Associates, LLC
RIAHonolulu, HI
AUM $269MTEAM 4REPS 4
Memphis Capital Management, LLC
RIAMemphis, TN
AUM $269MTEAM 2REPS 3
Remora Capital Partners
RIANashville, TN
AUM $269MTEAM 4REPS 5
Athos Private Wealth LLC
RIAHolladay, UT
AUM $268MTEAM 7REPS 5
Wavvest Wealth
RIAChicago, IL
AUM $268MTEAM 4REPS 3
Other AUM ranges
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