RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Campbell Financial Partners, LLC
RIAFort Myers, FL
AUM $203MTEAM 2REPS 2
CFM Advisors Inc
RIAHauppauge, NY
AUM $203MTEAM 7REPS 6
Wernau Asset Management
RIAGloucester, MA
AUM $203MTEAM 2REPS 2
Steelhead Capital Management, LLC
RIAFort Worth, TX
AUM $203MTEAM 6REPS 0
Keenan Financial
RIABoston, MA
AUM $202MTEAM 27REPS 22
Hansen & Associates Financial Group Inc.
RIARoseville, CA
AUM $202MTEAM 4REPS 4
Mcguire Capital Advisors, Inc.
RIABethany, OK
AUM $202MTEAM 5REPS 4
Robinson Value Management, Ltd.
RIASan Antonio, TX
AUM $202MTEAM 2REPS 2
Phil A. Younker & Associates, Ltd.
RIAAUM $202MTEAM 2REPS 2
Johnson Lyman Wealth Advisors
RIALos Altos, CA
AUM $202MTEAM 2REPS 3
Soundhaven Capital Management
RIAAUM $202MTEAM 3REPS 2
Abbington Investment Group, LLC
RIASouth Portland, ME
AUM $202MTEAM 3REPS 3
J M Brown Financial Partners
RIATulsa, OK
AUM $202MTEAM 7REPS 6
Mccarthy Wealth & Tax Advisors
RIASpringboro, OH
AUM $202MTEAM 4REPS 3
Sortis Fund Manager, LLC
RIAPortland, OR
AUM $202MTEAM 9REPS 2
Portage Wealth Inc
RIAOakville
AUM $202MTEAM 13REPS 2
BAM Wealth Management LLC
RIALakewood, CO
AUM $202MTEAM 15REPS 9
Blong Financial
RIAMemphis, TN
AUM $202MTEAM 2REPS 2
Great River Financial
RIAPlymouth, MN
AUM $202MTEAM 5REPS 4
Brixey & Meyer Capital LLC
RIACincinnati, OH
AUM $202MTEAM 15REPS 4
Daner Wealth Management, LLC
RIAAlpharetta, GA
AUM $202MTEAM 2REPS 2
Simetria Advisory Group LLC
RIAMiami, FL
AUM $202MTEAM 14REPS 13
Capzone Management LLC
RIANorwalk, CT
AUM $202MTEAM 24REPS 5
Maxele Advisors, LLC
RIAWebster Groves, MO
AUM $202MTEAM 4REPS 2
Other AUM ranges
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