RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
WAX Asset Management LLC
RIAAUM $181MTEAM 1REPS 2
Vauban Wealth Management
RIAGuaynabo, PR
AUM $181MTEAM 2REPS 3
Murphy Clarke Williams & Stone LLC
RIAMiami Beach, FL
AUM $181MTEAM 2REPS 3
Chronos Capital Advisors LLC
RIAMiami, FL
AUM $181MTEAM 2REPS 2
Cole Wealth Management, LLC
RIAScottsdale, AZ
AUM $181MTEAM 4REPS 4
Stonepine Capital Management, LLC
RIABend, OR
AUM $181MTEAM 4REPS 3
Carry Advisors LLC
RIABrooklynn, NY
AUM $181MTEAM 2REPS 2
Square Nine Capital, LP
RIALos Angeles, CA
AUM $181MTEAM 6REPS 4
Atmos Advisory, LLC
RIAPittsburgh, PA
AUM $181MTEAM 4REPS 4
Cornerstone Investment Advisors, LLC
RIABoulder, CO
AUM $181MTEAM 2REPS 2
Saperston Legacy Advisors, Inc.
RIAHamburg, NY
AUM $181MTEAM 5REPS 5
Ellis Financial Planning
RIAClarksville, TN
AUM $181MTEAM 7REPS 5
Horowitz & Company, Inc.
RIAFort Lauderdale, FL
AUM $181MTEAM 2REPS 2
Richard Brothers, Financial Advisors
RIASouth Portland, ME
AUM $181MTEAM 10REPS 6
Alpine Woods Capital Investors, LLC
RIAPurchase, NY
AUM $181MTEAM 12REPS 5
Other AUM ranges
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