RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
The Herbst Group, LLC
RIAAUM $205MTEAM 7REPS 3
F3 Partners LLC
RIANew York, NY
AUM $205MTEAM 5REPS 2
Kohlhepp Investment Advisors, Ltd.
RIADoylestown, PA
AUM $205MTEAM 6REPS 3
Mittelman Wealth Management
RIAAUM $205MTEAM 1REPS 1
Donalies Financial Planning, LLC
RIAAUM $205MTEAM 5REPS 4
Momentum Wealth Planning
RIAAUM $205MTEAM 2REPS 3
Broyhill Asset Management, LLC
RIACharlotte, NC
AUM $205MTEAM 6REPS 5
Mcginn Penninger Investment Management Inc.
RIAAlexandria, VA
AUM $204MTEAM 5REPS 6
The William Allan Corporation
RIAFort Collins, CO
AUM $204MTEAM 12REPS 7
Guardant Wealth Advisors
RIAMiami, FL
AUM $204MTEAM 4REPS 3
Prospect Financial Group LLC
RIAAUM $204MTEAM 2REPS 2
John A. Bysko Associates
RIAOld Lyme, CT
AUM $204MTEAM 1REPS 1
Extant Capital LLC
RIAMenands, NY
AUM $204MTEAM 2REPS 1
Guiry Capital Management, LLC
RIAPalm Beach Gardens, FL
AUM $204MTEAM 2REPS 1
Monimus Capital Management, LP
RIAWoodbridge, NJ
AUM $204MTEAM 4REPS 2
Royal Capital Wealth Management LLC
RIAAUM $204MTEAM 2REPS 2
Frankly Finances
RIAAUM $204MTEAM 1REPS 1
Portus Wealth Advisors, LLC
RIACharlotte, NC
AUM $204MTEAM 4REPS 3
Alianza Corp. Investment Advisor
RIAMiami, FL
AUM $204MTEAM 5REPS 8
MB Family Advisors
RIANew York, NY
AUM $204MTEAM 2REPS 1
Viden Arbor Capital
RIAAUM $204MTEAM 1REPS 2
Merkkuri Wealth Advisors LLC
RIAJericho, NY
AUM $204MTEAM 7REPS 4
Commercial Trust Financial Services
RIAFayette, MO
AUM $204MTEAM 5REPS 5
Teton Wealth Group LLC
RIAMurray, UT
AUM $204MTEAM 24REPS 6
Other AUM ranges
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