RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Independence Financial Advisors, LLC
RIAFranklin, NH
AUM $464MTEAM 11REPS 8
Tufton Capital Management, LLC
RIAHunt Valley, MD
AUM $464MTEAM 9REPS 5
MKT Advisors LLC
RIACarlsbad, CA
AUM $464MTEAM 6REPS 4
TCP Management LLC
RIAAtlanta, GA
AUM $464MTEAM 12REPS 2
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 9
Envision Financial Planning, LLC
RIAMemphis, TN
AUM $462MTEAM 6REPS 7
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
Fusion Capital
RIALos Angeles, CA
AUM $461MTEAM 9REPS 6
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
Other AUM ranges
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