RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Overlay Management, LLC
RIAAlpharetta, GA
AUM $169MTEAM 16REPS 2
Lifepoint Planning
RIASchaumburg, IL
AUM $168MTEAM 3REPS 3
Elite Retirement Group
RIAPlover, WI
AUM $168MTEAM 4REPS 1
Stewardship Capital
RIAIndependence, MO
AUM $168MTEAM 5REPS 4
TLC Group Investment Advisors, LLC
RIAState College, PA
AUM $168MTEAM 6REPS 2
Boyd Capital
RIARochester, NY
AUM $168MTEAM 3REPS 2
Somnio Financial Group, LLC
RIAGlastonbury, CT
AUM $168MTEAM 4REPS 2
Dragon Capital Management (HK) Limited
RIACentral
AUM $168MTEAM 4REPS 5
Arnold And Mote Wealth Management
RIAHiawatha, IA
AUM $168MTEAM 6REPS 4
Stonehaven Wealth & Tax Solutions
RIAAppleton, WI
AUM $168MTEAM 3REPS 3
Novadius Wealth Management
RIAOverland Park, KS
AUM $168MTEAM 6REPS 7
Frontline Healthcare Partners
RIACharleston, SC
AUM $168MTEAM 10REPS 4
Dipaolo Financial Group, Inc.
RIALutz, FL
AUM $168MTEAM 9REPS 5
North Forty Two & Co
RIALake Oswego, OR
AUM $168MTEAM 2REPS 2
Lloyd Park, LLC
RIAAUM $168MTEAM 1REPS 3
Lilliano Capital Management LLC
RIAPhoenix, AZ
AUM $168MTEAM 2REPS 1
Forty Three Eighteen Advisors, LLC
RIABentonville, AR
AUM $168MTEAM 1REPS 1
Hawkins Investment Counsel, LLC
RIAAUM $168MTEAM 3REPS 4
ECP Investment Advisors LLC
RIADallas, TX
AUM $168MTEAM 11REPS 1
Illuminate Wealth Management
RIABarrington, IL
AUM $168MTEAM 6REPS 6
Cyber Hornet ETFs LLC
RIASt Petersburg, FL
AUM $168MTEAM 12REPS 3
Dartmouth Capital Advisors, Inc.
RIAAUM $168MTEAM 1REPS 7
Norland Capital LP
RIAAUM $168MTEAM 5REPS 2
917 Advisory Services LLC
RIASpokane, WA
AUM $168MTEAM 4REPS 3
Other AUM ranges
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