RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wilkinson Wealth Management, LLC
RIATucson, AZ
AUM $165MTEAM 2REPS 2
The Keystone Financial Alliance, LLC
RIAAtlanta, GA
AUM $165MTEAM 3REPS 1
SLO Money Managers
RIAAtascadero, CA
AUM $165MTEAM 2REPS 2
Womack Financial LLC
RIADallas, TX
AUM $165MTEAM 3REPS 3
Shima Capital Management LLC
RIAIrvine, CA
AUM $165MTEAM 11REPS 2
Woodlock House Family Capital
RIAAUM $165MTEAM 1REPS 1
Bridgeway Wealth Management, LLC
RIACedar Rapids, IA
AUM $165MTEAM 2REPS 2
Demand Wealth
RIAAUM $165MTEAM 3REPS 3
Sage Investment Counsel
RIAFranklin, TN
AUM $165MTEAM 4REPS 4
Black Barn Financial, LLC
RIAAustin, TX
AUM $165MTEAM 6REPS 4
TCM
RIAGermantown, TN
AUM $165MTEAM 5REPS 2
Pollock Planning Associates Inc
RIAAUM $165MTEAM 1REPS 1
Bice Wealth Management LLC
RIAMiami, FL
AUM $164MTEAM 3REPS 4
Floyd Financial Group LLC
RIASpringfield, MO
AUM $164MTEAM 5REPS 2
RDM Capital Associates Inc
RIARed Bank, NJ
AUM $164MTEAM 4REPS 3
Naples Money Management LLC
RIANaples, FL
AUM $164MTEAM 6REPS 4
Nobscot Investment Management LLC
RIAWellesley, MA
AUM $164MTEAM 1REPS 1
Lexington Avenue Capital Management, LLC
RIAAUM $164MTEAM 3REPS 3
Perea Capital
RIAHouston, TX
AUM $164MTEAM 1REPS 1
Eagle Wealth Advisors
RIAAUM $164MTEAM 3REPS 3
Vericimetry Advisors LLC
RIAAUM $164MTEAM 5REPS 9
TLS Advisors LLC
RIAMiami, FL
AUM $164MTEAM 10REPS 4
EHB Financial Resources Managemnt, Inc.
RIAExton, PA
AUM $164MTEAM 2REPS 1
ACT Capital Management, LLC
RIAWayne, PA
AUM $164MTEAM 2REPS 3
Other AUM ranges
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