RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wealthtrak Advisors
RIAVirginia Beach, VA
AUM $214MTEAM 5REPS 5
Sage Hill Capital
RIAAnn Arbor, MI
AUM $214MTEAM 2REPS 2
Ponta Wealth Partners, LLC
RIAWinter Park, FL
AUM $214MTEAM 4REPS 2
Viable
RIAAUM $214MTEAM 6REPS 4
Objective Capital Management, LLC
RIAFairlawn, OH
AUM $214MTEAM 4REPS 4
Healthcor Partners Management, L.P.
RIAAUM $214MTEAM 3REPS 4
Alpha Wealth Funds, LLC
RIAPark City, UT
AUM $214MTEAM 11REPS 12
Adaptive Wealth Engineering
RIALas Vegas, NV
AUM $214MTEAM 5REPS 5
Pacific Management Partners LLC
RIAAUM $214MTEAM 2REPS 2
Premis Advisors, LLC
RIAAtlanta, GA
AUM $214MTEAM 1REPS 1
Compass Planning Associates, Inc.
RIAAUM $214MTEAM 3REPS 3
Insight Financial Services
RIAOverland Park, KS
AUM $214MTEAM 11REPS 9
Retiremitten Financial LLC
RIAClarkston, MI
AUM $214MTEAM 5REPS 5
Locker Financial Services, LLC
RIAVerona, NJ
AUM $214MTEAM 3REPS 2
OZE Capital LLC
RIAFlorham Park, NJ
AUM $214MTEAM 6REPS 5
A4 Wealth Advisors LLC
RIAHuntersville, NC
AUM $214MTEAM 6REPS 6
Lindahl & Mansager Inc
RIAFairlawn, OH
AUM $214MTEAM 3REPS 3
Global Trust Wealth Management LLC
RIAWest Palm Beach, FL
AUM $214MTEAM 5REPS 3
Coastline Complete Wealth LLC
RIABluffton, SC
AUM $214MTEAM 3REPS 2
Daniels & Erickson Financial Advisors, LLC
RIADallas, TX
AUM $214MTEAM 4REPS 4
Argyle Capital Partners, LLC
RIALos Angeles, CA
AUM $214MTEAM 3REPS 3
Gunn & Company Investment Management, Inc.
RIAJacksonville, FL
AUM $214MTEAM 5REPS 5
Floyd Capital Management
RIATexarkana, TX
AUM $214MTEAM 4REPS 3
Long Point Capital, Inc
RIANew York, NY
AUM $214MTEAM 6REPS 3
Other AUM ranges
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