RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Farris Capital Management Inc.
RIACarrollton, TX
AUM $178MTEAM 3REPS 3
Hoff Private Wealth
RIAWausau, WI
AUM $177MTEAM 3REPS 3
Hollingsworth Avent Averre & Purvis, Pa
RIARaleigh, NC
AUM $177MTEAM 3REPS 5
Silverpeak Wealth Advisors
RIABoulder, CO
AUM $177MTEAM 3REPS 2
Naviant Partners, LLC
RIAFairhope, AL
AUM $177MTEAM 11REPS 5
Periope, Lc
RIASt George, UT
AUM $177MTEAM 3REPS 3
Oak Financial Group Inc
RIAAUM $177MTEAM 4REPS 4
Newcorp Wealth Management
RIAAlpharetta, GA
AUM $177MTEAM 3REPS 2
Peterson Rogers Private Wealth, LLC
RIASalt Lake City , UT
AUM $177MTEAM 4REPS 4
Marathon Mission, Inc.
RIALatham, NY
AUM $177MTEAM 4REPS 4
Familywealth Asset Management
RIALake Mary, FL
AUM $177MTEAM 4REPS 5
Hull Tactical
RIAChicago, IL
AUM $177MTEAM 11REPS 3
Prosperitea Planning
RIAGreenfield, MA
AUM $177MTEAM 4REPS 4
Stillwater Private Wealth
RIAAllentown, PA
AUM $177MTEAM 4REPS 4
Torrey Wealth, LLC
RIASan Diego, CA
AUM $177MTEAM 1REPS 2
Bradyco Financial
RIAAUM $177MTEAM 1REPS 1
ENR Asset Management, Incorporated
RIAWestmount Quebec
AUM $177MTEAM 3REPS 1
Greybox Investments
RIABirmingham, AL
AUM $177MTEAM 3REPS 3
Prime Meridian Capital Management, LLC
RIAWalnut Creek, CA
AUM $177MTEAM 9REPS 4
Beyond Financial Services
RIAFremont, CA
AUM $177MTEAM 4REPS 1
Ladd Capital Management LLC
RIANew Haven, CT
AUM $177MREPS 1
Bannerman Wealth
RIALewisville, TX
AUM $177MTEAM 6REPS 4
Highbury Park LLC
RIAAUM $176MTEAM 1REPS 1
Quantor Capital LLC
RIAHouston, TX
AUM $176MTEAM 4REPS 5
Other AUM ranges
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