RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Provident Financial Planning, LLC
RIAAddison, TX
AUM $174MTEAM 2REPS 4
Rockhill Advisors LLC
RIAVictor, ID
AUM $174MTEAM 2REPS 1
Murphy & Mullick Capital Management Corp
RIASmithtown, NY
AUM $174MTEAM 2REPS 2
Opal Advisors
RIABellevue, WA
AUM $174MTEAM 6REPS 5
JMS Capital Group Wealth Services, LLC
RIASewickley, PA
AUM $174MTEAM 4REPS 3
FMA Wealth Management, LLC
RIADuxbury, MA
AUM $174MTEAM 2REPS 1
Hanseatic Management Services Inc
RIAAlbuquerque, NM
AUM $174MTEAM 4REPS 4
Athena Wealth Management, LLC
RIAReno, NV
AUM $174MTEAM 3REPS 1
Chancellor Wealth Management, Inc.
RIAAtlanta, GA
AUM $174MTEAM 3REPS 2
Ivanoff Wealth Management Inc.
RIACypress, CA
AUM $174MTEAM 3REPS 3
Infinity Financial Services Advisory
RIAOakland, CA
AUM $174MTEAM 35REPS 35
Levatus LLC
RIABoston, MA
AUM $174MTEAM 4REPS 2
CLP Asset Management, LLC
RIAAUM $174MTEAM 1REPS 3
Jaykay Wealth Advisors, Inc.
RIAHouston, TX
AUM $174MTEAM 6REPS 3
Servo Wealth Management LLC
RIAOklahoma City, OK
AUM $174MTEAM 1REPS 1
Blakely Walters Wealth Management
RIAScottsdale, AZ
AUM $174MTEAM 7REPS 6
Pemberwick Investment Advisors, LLC
RIAGreenwich, CT
AUM $174MTEAM 2REPS 9
Pravati Capital LLC
RIAScottsdale, AZ
AUM $174MTEAM 11REPS 2
Anchor Point Financial
RIABakersfield, CA
AUM $174MTEAM 1REPS 1
Benchmark Capital Group Ltd.
RIAGalena, IL
AUM $174MTEAM 3REPS 3
Douglass Investment Group
RIAWichita, KS
AUM $174MTEAM 3REPS 2
RLB Financial
RIASpringfield, MO
AUM $174MTEAM 4REPS 3
Pinafore Wealth Counsel Inc.
RIADurham, NC
AUM $174MTEAM 2REPS 3
Neuenschwander Asset Management, LLC
RIAMcfarland, WI
AUM $174MTEAM 5REPS 3
Other AUM ranges
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