RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
FFG Retirement Counseling
RIACentennial, CO
AUM $216MTEAM 5REPS 2
Aegis Wealth Management, Inc.
RIAGuthrie Center, IA
AUM $216MTEAM 27REPS 30
Hofer & Associates Wealth Management
RIAThousand Oaks, CA
AUM $216MTEAM 4REPS 3
Fmsa
RIAAUM $216MTEAM 20REPS 22
Delta Advisory Group, Inc.
RIAMaitland, FL
AUM $216MTEAM 8REPS 7
Core Capital Management, LLC
RIAChicago, IL
AUM $216MTEAM 6REPS 3
Integrous Wealth Strategies
RIAHamilton, NJ
AUM $216MTEAM 6REPS 3
Brown Capital Management, LLC
RIALittle Rock, AR
AUM $216MTEAM 5REPS 4
Prosperity Advisory Group LLC
RIAVictor, NY
AUM $216MTEAM 5REPS 3
ARK Wealth Management
RIAAustin, TX
AUM $216MTEAM 2REPS 5
SKY Alpha Asset Advisors
RIABoca Raton, FL
AUM $216MTEAM 3REPS 2
ICP Group Investment Manager, LLC
RIADallas, TX
AUM $216MTEAM 6REPS 3
Twin Lions Management
RIAStamford, CT
AUM $216MTEAM 3REPS 2
Wedgewood Investors Inc
RIAErie, PA
AUM $216MTEAM 4REPS 1
Medici Capital LLC
RIANewport Beach, CA
AUM $216MTEAM 2REPS 1
Cleveland Capital Management, L.L.C.
RIARocky River, OH
AUM $216MTEAM 2REPS 2
Vennlight Capital Management, LP
RIAAUM $216MTEAM 3REPS 1
Marrick Wealth
RIAIrvine, CA
AUM $216MTEAM 3REPS 2
Kennedy Wealth & Tax Management, LLC
RIASouthbury, CT
AUM $215MTEAM 4REPS 1
Levin Funding Group LLC
RIATucson, AZ
AUM $215MTEAM 2REPS 2
Values First Advisors, Inc.
RIAJohnson City, TN
AUM $215MTEAM 12REPS 7
Advantage Investment Management
RIALouisville, KY
AUM $215MTEAM 10REPS 6
Gragg Financial
RIAShelby, NC
AUM $215MTEAM 12REPS 3
Illumine Investment Management, LLC
RIAPoulsbo, WA
AUM $215MTEAM 5REPS 4
Other AUM ranges
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