RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cross Border Financial Planning USA LLC
RIAPhiladelphia, PA
AUM $147MTEAM 3REPS 4
DBA Big Money Retirement And Big Retirement
RIAGreenville, SC
AUM $147MTEAM 25REPS 11
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
The Prosperity People
RIABellevue, KY
AUM $147MTEAM 6REPS 5
Holbrook Global Strategies
RIAPalo Alto, CA
AUM $147MTEAM 1REPS 1
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
Hobbs Wealth Management
RIAZionsville, IN
AUM $147MTEAM 6REPS 1
Artience Capital Management, LLC
RIAAUM $147MTEAM 1REPS 1
Money Managers, Inc.
RIASan Antonio, TX
AUM $147MTEAM 5REPS 3
Financial Advisory Services
RIASalt Lake City , UT
AUM $147MTEAM 1REPS 1
Wealthgen Advisors, LLC
RIASarasota, FL
AUM $147MTEAM 2REPS 3
Stone Steps Financial, LLC
RIAEncinitas, CA
AUM $147MTEAM 6REPS 5
Vision Capital Partners
RIAAnn Arbor, MI
AUM $147MTEAM 4REPS 2
Lucien Stirling & Gray Advisory Group Inc
RIAAustin, TX
AUM $147MTEAM 5REPS 3
Robostrategy Advisors
RIASan Juan, PR
AUM $147MTEAM 8REPS 3
Moelis Capital Partners LLC
RIANew York, NY
AUM $147MTEAM 1REPS 3
Other AUM ranges
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