RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
MONARCH WEALTH STRATEGIES
RIASANTA BARBARA, CA
AUM $463MTEAM 7REPS 8
MILLER FINANCIAL SERVICES LLC
RIAMARSHALL, MI
AUM $463MTEAM 3REPS 3
PLUM STREET ADVISORS, LLC
RIAAUM $463MTEAM 8REPS 5
HARMONY ASSET MANAGEMENT LLC
RIAScottsdale, AZ
AUM $463MTEAM 10REPS 8
TIDEMARK, LLC
RIASAN DIEGO, CA
AUM $463MTEAM 12REPS 8
ENVISION FINANCIAL PLANNING, LLC
RIAMEMPHIS, TN
AUM $462MTEAM 6REPS 6
SIERRA ASSET MANAGEMENT
RIAOAKHURST, CA
AUM $462MTEAM 3REPS 1
CHARTER CAPITAL MANAGEMENT, INC
RIABROOKFIELD, WI
AUM $462MTEAM 5REPS 4
TRUMAN CAPITAL ADVISORS, LP
RIAARMONK, NY
AUM $462MTEAM 15REPS 4
GREENLEA LANE CAPITAL MANAGEMENT LLC
RIAAUM $462MTEAM 2REPS 2
ADIRONDACK FINANCIAL SERVICES CORP
RIAUTICA, NY
AUM $462MTEAM 16REPS 4
STERLING FUND MANAGEMENT, LLC
RIACHICAGO, IL
AUM $462MTEAM 30REPS 6
REYL OVERSEAS LTD.
RIAZURICH
AUM $462MTEAM 11REPS 11
RED IRON GROUP MANAGEMENT, LLC
RIAMENLO PARK, CA
AUM $462MTEAM 16REPS 3
GAINPLAN LLC
RIABloomfield Hills, MI
AUM $462MTEAM 12REPS 8
AOF MANAGEMENT LLC
RIALos Angeles, CA
AUM $461MTEAM 6REPS 3
SAYBROOK FUND ADVISORS, LLC
RIASANTA MONICA, CA
AUM $461MTEAM 11REPS 4
TRUE NORTH RETIREMENT ADVISORS, LLC
RIACLACKAMAS, OR
AUM $461MTEAM 7REPS 4
CURIO WEALTH, LLC
RIAANNAPOLIS, MD
AUM $461MTEAM 13REPS 9
WEBSTERROGERS FINANCIAL ADVISORS, LLC
RIAFLORENCE, SC
AUM $461MTEAM 9REPS 18
BETA WEALTH GROUP, INC
RIASAN DIEGO, CA
AUM $460MTEAM 3REPS 4
ROTH FINANCIAL PARTNERS LLC
RIAKingwood, TX
AUM $460MTEAM 4REPS 3
ALPHA FINANCIAL PARTNERS LLC
RIALexington, KY
AUM $460MTEAM 7REPS 5
BEACON ADVISORS
RIAAUSTIN, TX
AUM $460MTEAM 4REPS 4
Other AUM ranges
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