RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Tepp Wealth Management
RIAWestfield, NJ
AUM $196MTEAM 6REPS 3
Marvin & Palmer Associates
RIAWilmington, DE
AUM $196MTEAM 7REPS 7
Stonetree Investment Partners LLC
RIADallas, TX
AUM $196MTEAM 6REPS 2
ARK Advisors LLC
RIABloomington, IL
AUM $196MTEAM 2REPS 3
Vfpe Advisors LLC
RIAAudubon, PA
AUM $196MTEAM 6REPS 4
North Ground Capital
RIAAUM $196MTEAM 3REPS 3
Charter Wealth Management
RIARaleigh, NC
AUM $196MTEAM 4REPS 4
Clark & Stuart Inc
RIAPortland, ME
AUM $196MTEAM 4REPS 3
Frazee Investment Consulting, Inc.
RIAMemphis, TN
AUM $196MTEAM 3REPS 3
Atcap Partners, LLC
RIARockville, MD
AUM $196MTEAM 26REPS 27
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 8
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
Other AUM ranges
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