RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Maple Park Capital
RIADallas, TX
AUM $162MTEAM 8REPS 3
Freedom Family Office, LLC
RIAAUM $162MTEAM 10REPS 6
Wolfstich Capital, LLC
RIAMedfield, MA
AUM $162MTEAM 1REPS 1
Shepherd Wealth Management
RIACincinnati, OH
AUM $162MTEAM 4REPS 4
Banyan Global Investment Advisors, LLC
RIABoca Raton, FL
AUM $162MTEAM 4REPS 3
Gutt Financial Management, LLC
RIAAtlanta, GA
AUM $162MTEAM 2REPS 1
RPR Financial
RIAOverland Park, KS
AUM $162MTEAM 4REPS 6
Kingsbury Capital Investment Advisors LLC
RIAAUM $162MTEAM 6REPS 6
Arbor Investment Management
RIAAnn Arbor, MI
AUM $162MTEAM 2REPS 2
Ironoak Wealth
RIACedar Park, TX
AUM $162MTEAM 6REPS 6
Corkern & Co, Inc.
RIALittle Rock, AR
AUM $162MTEAM 5REPS 4
Confidential Management Advisors, Inc.
RIATroy, MI
AUM $162MTEAM 1REPS 1
Gadsden
RIANewtown Square, PA
AUM $162MTEAM 2REPS 2
Fell Capital Management
RIANewport Beach, CA
AUM $162MTEAM 1REPS 2
Honu Wealth Management
RIAAUM $162MTEAM 4REPS 3
Hamilton Gray Wealth Management LLC
RIAHouston, TX
AUM $162MTEAM 1REPS 1
Jeffrey Matthews Wealth Management, LLC
RIAFlorham Park, NJ
AUM $162MTEAM 15REPS 17
Lynnleigh & Company, LLC
RIAPittsford, NY
AUM $162MTEAM 5REPS 3
Pincus Capital Management, LP
RIANew York, NY
AUM $162MTEAM 4REPS 2
Flfs Advisory LLC
RIAVictor, NY
AUM $161MTEAM 5REPS 5
Blom & Howell Financial Planning, Inc.
RIAModesto, CA
AUM $161MTEAM 3REPS 2
Prakash Investment Advisors LLC
RIAAUM $161MTEAM 2REPS 2
Farnam Financial
RIAPhoenix, AZ
AUM $161MTEAM 3REPS 3
Elite Wealth Management, Inc.
RIAPlover, WI
AUM $161MTEAM 5REPS 4
Other AUM ranges
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