RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Feltl Advisors
RIAPlymouth, MN
AUM $166MTEAM 15REPS 16
Black Horse Wealth Management
RIAAUM $166MTEAM 1REPS 1
Wisdom Financial Planning
RIATampa, FL
AUM $166MTEAM 3REPS 2
Financial Freedom For Dentists LLC
RIASnoqualmie, WA
AUM $166MTEAM 3REPS 3
M.K. Brown Wealth Advisory
RIAOakwood, OH
AUM $166MTEAM 3REPS 1
Curtis Capital Advisors
RIAOverland Park, KS
AUM $166MTEAM 2REPS 2
Captar Private Wealth
RIASt Louis Park, MN
AUM $166MTEAM 2REPS 3
Kissling Financial Services, LLC
RIANew Castle, PA
AUM $165MTEAM 2REPS 2
Kagan Cocozza Asset Management
RIAAUM $165MTEAM 2REPS 2
Olive Street Capital Partners LLC
RIALos Angeles, CA
AUM $165MTEAM 2REPS 1
First And Main Financial
RIAAUM $165MTEAM 4REPS 3
Red Swan Private Client
RIAHouston, TX
AUM $165MTEAM 8REPS 5
Peak Capital Management, LLC
RIAGreenwood Village, CO
AUM $165MTEAM 5REPS 5
New England Schooner, Inc.
RIAPeabody, MA
AUM $165MTEAM 4REPS 4
Expressive Wealth LLC
RIAChicago, IL
AUM $165MTEAM 10REPS 9
Effective Assets
RIAAUM $165MTEAM 2REPS 1
Morrissey Wealth Management LLC
RIANorth Haven, CT
AUM $165MTEAM 3REPS 2
Runnymede Capital Advisors, Inc.
RIAAUM $165MTEAM 1REPS 1
Solas Bioventures Management, LLC
RIAChattanooga, TN
AUM $165MTEAM 6REPS 5
Octo Capital, LLC
RIABingham Farms, MI
AUM $165MTEAM 1REPS 1
Breachway Investments, LLC
RIACharlestown, RI
AUM $165MTEAM 1REPS 2
PR Wealth Management Group
RIAEast Moline, IL
AUM $165MTEAM 5REPS 5
Waterstone Wealth Advisors, LLC
RIAAUM $165MTEAM 1REPS 1
Financially Speaking Inc
RIAGreenwood Village, CO
AUM $165MTEAM 5REPS 3
Other AUM ranges
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