RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Barnstone Advisors LLC
RIAPhoenixville, PA
AUM $241MTEAM 4REPS 3
CFG Retirement
RIAEdina, MN
AUM $241MTEAM 7REPS 4
Greybull Partners LLC
RIAAtlanta, GA
AUM $241MTEAM 20REPS 3
Bassam Wealth Management, LLC
RIAPalm Beach, FL
AUM $241MTEAM 3REPS 1
Carlin Wealth Management Group, LLC
RIAAustin, TX
AUM $241MTEAM 4REPS 4
Carolina Financial Advisors, Inc.
RIAGreensboro, NC
AUM $241MTEAM 7REPS 5
PSC Capital Partners LLC
RIAMinneapolis, MN
AUM $241MTEAM 19REPS 4
The Kieckhefer Group
RIAMequon, WI
AUM $241MTEAM 3REPS 3
Corporate Consulting Group, Inc.
RIATulsa, OK
AUM $241MTEAM 2REPS 1
Burrus
RIASalt Lake City , UT
AUM $241MTEAM 5REPS 3
Richmond Brothers, Inc.
RIAJackson, MI
AUM $241MTEAM 20REPS 6
Barker Wealth Management, LLC
RIACamas, WA
AUM $241MTEAM 2REPS 2
Christine Messmer, P.C.
RIACollegeville, PA
AUM $241MTEAM 1REPS 1
Forbes Financial Planning, Inc.
RIAEast Greenwich, RI
AUM $241MTEAM 3REPS 1
Kane Investment Management, Inc.
RIALos Gatos, CA
AUM $241MTEAM 9REPS 6
Eads & Heald Wealth Management
RIAAtlanta, GA
AUM $240MTEAM 6REPS 4
Interactive Financial Advisors
RIANew Lenox, IL
AUM $240MTEAM 33REPS 33
Storehouse Financial LLC
RIAFort Worth, TX
AUM $240MTEAM 6REPS 6
Keystone Financial Services, LLC
RIAOmaha, NE
AUM $240MTEAM 11REPS 8
Delta Capital Management LLC
RIARed Bank, NJ
AUM $240MTEAM 4REPS 3
Lumina Wealth Management, LLC
RIAWilmington, NC
AUM $240MTEAM 4REPS 3
Allied Portfolio Management, Inc.
RIATucson, AZ
AUM $240MTEAM 2REPS 2
Clearfield Capital Management LP
RIANew York, NY
AUM $240MTEAM 4REPS 2
Legend Capital
RIAAUM $240MTEAM 3REPS 4
Other AUM ranges
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