RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Angeles Family Office
RIASanta Monica, CA
AUM $182MTEAM 5REPS 4
Allegiance Financial Advisors, Inc.
RIAJacksonville, FL
AUM $182MTEAM 7REPS 7
Martin Capital Advisors, LLP
RIASan Antonio, TX
AUM $182MTEAM 9REPS 9
Freestate Advisors LLC
RIAOverland Park, KS
AUM $182MTEAM 9REPS 9
Dark Horse Advisors LLC
RIAAUM $182MTEAM 7REPS 6
Trilinc Global Advisors, LLC
RIAManhattan Beach, CA
AUM $182MTEAM 19REPS 4
Financial Partners, LLC
RIASanta Fe, NM
AUM $182MTEAM 4REPS 4
Mrd, Inc.
RIAAUM $182MTEAM 2REPS 1
Emmett Investment Management, LP
RIANew York, NY
AUM $182MTEAM 2REPS 1
Cannon Advisors
RIACharlotte, NC
AUM $182MTEAM 5REPS 7
Epilog Partners, LP
RIABoston, MA
AUM $182MTEAM 3REPS 1
Bradesco Global Advisors
RIACoral Gables, FL
AUM $182MTEAM 21REPS 27
Richard Ney & Associates Asset Management, Inc.
RIAAUM $182MTEAM 1REPS 1
U.S. Wealth Group, LLC
RIAAUM $182MTEAM 2REPS 1
RBP Investment Advisors Inc.
RIAAUM $182MTEAM 4REPS 2
New Dimensions Wealth Management, L.L.C.
RIAAllen, TX
AUM $182MTEAM 3REPS 2
Lakeshore Capital Group, Inc.
RIARolling Meadows, IL
AUM $181MTEAM 3REPS 3
Spahn Wealth & Retirement LLC
RIAScottsdale, AZ
AUM $181MTEAM 2REPS 1
Enduring Wealth Management, LLC
RIAMeridian, ID
AUM $181MTEAM 1REPS 1
Balanced Financial Planning, Inc.
RIAOverland Park, KS
AUM $181MTEAM 3REPS 1
Rutherford Asset Planning, Inc.
RIATampa, FL
AUM $181MTEAM 2REPS 3
Spear Advisors LLC
RIAAUM $181MTEAM 1REPS 1
Front Porch Financial Advisory
RIACharlotte, NC
AUM $181MTEAM 1REPS 2
Private Client Asset Management, Inc.
RIAMassapequa, NY
AUM $181MTEAM 2REPS 2
Other AUM ranges
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