RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Edmp, Inc.
RIALutz, FL
AUM $147MTEAM 3REPS 3
Blue Bear Financial, LLC
RIAAUM $147MTEAM 6REPS 3
FIT Wealth Management
RIACentennial, CO
AUM $147MTEAM 3REPS 3
Outlook Capital Management, LLC
RIAArlington Heights, IL
AUM $147MTEAM 2REPS 1
Chelsea Advisory Services, Inc
RIAStaten Island, NY
AUM $147MTEAM 30REPS 30
Rabe Investment Consulting Group
RIARichfield, OH
AUM $147MTEAM 3REPS 2
Horizon Wealth
RIADenver, CO
AUM $147MTEAM 7REPS 8
Cross Border Financial Planning USA LLC
RIAPhiladelphia, PA
AUM $147MTEAM 3REPS 4
DBA Big Money Retirement And Big Retirement
RIAGreenville, SC
AUM $147MTEAM 25REPS 10
Wealthpoint Advisors
RIACramerton, NC
AUM $147MTEAM 7REPS 4
Spark Financial Advisors
RIARichmond, VA
AUM $147MTEAM 7REPS 3
Cross Shore Capital Management, LLC
RIAGreat Neck, NY
AUM $147MTEAM 5REPS 5
Elite Life Management LLC
RIAErie, PA
AUM $147MTEAM 4REPS 7
Entelevest, LLC
RIACoral Gables, FL
AUM $147MTEAM 3REPS 3
Holbrook Global Strategies
RIAPalo Alto, CA
AUM $147MTEAM 1REPS 1
The Prosperity People
RIABellevue, KY
AUM $147MTEAM 6REPS 5
Heritage Capital, LLC
RIAWoodbridge, CT
AUM $147MTEAM 3REPS 3
Koon Financial Planning & Consulting/Kfp&C
RIAGreenwood, IN
AUM $147MTEAM 2REPS 3
Proficient Wealth Counselors, LLC
RIANorwood, MA
AUM $147MTEAM 1REPS 1
Bucher Wealth Advisors
RIASan Mateo, CA
AUM $147MTEAM 1REPS 1
CLF Asset Management, Inc.
RIAMadison, WI
AUM $147MTEAM 5REPS 5
CB Capital LLC
RIANorth Smithfield, RI
AUM $147MTEAM 1REPS 1
Hobbs Wealth Management
RIAZionsville, IN
AUM $147MTEAM 6REPS 1
Artience Capital Management, LLC
RIAAUM $147MTEAM 1REPS 1
Other AUM ranges
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