RIAs: $100M – $500M AUM
7,657 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Plan Financial
RIAFresno, CA
AUM $195MTEAM 6REPS 6
American Community Wealth Management, LLC
RIACrystal Lake, IL
AUM $195MTEAM 5REPS 7
Fort Street Asset Management LLC
RIAHonolulu, HI
AUM $195MTEAM 2REPS 2
RMR Wealth Management
RIANew York, NY
AUM $195MTEAM 7REPS 6
Westmark Wealth Management
RIAPhoenix, AZ
AUM $195MTEAM 4REPS 4
Independent Wealth Advisors, LLC
RIACary, NC
AUM $195MTEAM 4REPS 4
Northstar Financial Advisors, Inc.
RIAAUM $195MTEAM 1REPS 1
Monterone Partners LLP
RIALondon
AUM $195MTEAM 5REPS 2
FEG Curio Investment Partners, LLC
RIACincinnati, OH
AUM $195MTEAM 17REPS 11
Emergent Financial Services, LLC
RIACharlottesville, VA
AUM $195MTEAM 5REPS 4
Baird Venture Partners Management Company V, LLC
RIAMilwaukee, WI
AUM $195MTEAM 14REPS 6
Frugal Financial Retirement Plan Services, LLC
RIAMobile, AL
AUM $195MTEAM 4REPS 3
Columbia River Financial Group
RIAVancouver, WA
AUM $195MTEAM 4REPS 4
Ohiggins Asset Management Inc
RIAAUM $195MTEAM 3REPS 3
Bright Path Sports Partners, LLC
RIACleveland, OH
AUM $195MTEAM 4REPS 4
Cambridge Cape Cod Advisors, LLC
RIASandwich, MA
AUM $195MTEAM 2REPS 2
Altmore Capital Investment Management, LLC
RIAArlington, VA
AUM $195MTEAM 10REPS 3
Alpha Dna Investment Management
RIAColumbia, MD
AUM $195MTEAM 4REPS 3
Michael Traxler Wealth Management, LLC
RIANew Prague, MN
AUM $195MTEAM 6REPS 5
Sensible Portfolios, LLC
RIAAUM $195MTEAM 2REPS 2
Aeref Management, LLC
RIANew York, NY
AUM $194MTEAM 20REPS 7
Liberty Financial Group, Inc.
RIAElm Grove, WI
AUM $194MTEAM 5REPS 3
Drum Hill Capital, LLC
RIAWestport, CT
AUM $194MTEAM 3REPS 3
Neil Jesani Wealth Management
RIASunrise, FL
AUM $194MTEAM 13REPS 7
Other AUM ranges
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