RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Texas Family Wealth, LLC
RIAFriendswood, TX
AUM $257MTEAM 7REPS 4
Independent Access Partners, LLC
RIAHunt Valley, MD
AUM $257MTEAM 5REPS 4
Red Spruce Capital, LLC
RIABerwyn, PA
AUM $257MTEAM 4REPS 4
Financial Advisory Services, LLC
RIAHanover, PA
AUM $257MTEAM 2REPS 2
RD Lewis Wealth Management
RIAMaitland, FL
AUM $257MTEAM 8REPS 4
Stone Pine Financial Partners
RIAMedia, PA
AUM $257MTEAM 5REPS 4
Frontaura Capital LLC
RIAChicago, IL
AUM $257MTEAM 4REPS 3
Wisconsin Capital Management, LLC
RIAMadison, WI
AUM $257MTEAM 5REPS 3
Prospect Hill Management, LLC
RIAAUM $257MTEAM 2REPS 2
CMG Capital Management Group, Inc.
RIAMalvern, PA
AUM $257MTEAM 10REPS 4
6th Street Advisors, LLC
RIADaphne, AL
AUM $257MTEAM 2REPS 3
Vienna Asset Management LLC
RIASaratoga, CA
AUM $257MTEAM 4REPS 1
Delarme Wealth Management, Inc.
RIAPalos Verdes Estates, CA
AUM $257MTEAM 3REPS 4
Avicene
RIANew York, NY
AUM $256MTEAM 5REPS 5
Estate & Trust Advisors
RIARiverwoods, IL
AUM $256MTEAM 6REPS 4
Tudor Financial, Inc.
RIADayton, OH
AUM $256MTEAM 6REPS 7
Zephyr Management, L.P.
RIANew York, NY
AUM $256MTEAM 22REPS 6
Argo Wealth Advisory, LLC
RIAMclean, VA
AUM $256MTEAM 2REPS 2
Richardson Financial Services
RIAMedway, MA
AUM $256MTEAM 6REPS 3
Alpha Advisors, LLC
RIARichmond, VA
AUM $256MTEAM 4REPS 4
Casilio Leitch Investments
RIAWalnut Creek, CA
AUM $256MTEAM 4REPS 2
Fairview Partners Investment Management LLC
RIASeattle, WA
AUM $256MTEAM 10REPS 4
Fairview Asset Management LLC
RIASan Juan, PR
AUM $256MTEAM 4REPS 3
Five Talents Financial Management Group LLC
RIAWest Des Moines, IA
AUM $256MTEAM 5REPS 5
Other AUM ranges
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