RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Lanier Asset Management, LLC
RIALouisville, KY
AUM $142MTEAM 2REPS 3
Pivot Point Advisors, LLC
RIABellaire, TX
AUM $142MTEAM 3REPS 2
October Wealth Advisors, Inc
RIAFort Smith, AR
AUM $142MTEAM 2REPS 2
Equity Advisors Of Kentucky Inc
RIALexington, KY
AUM $142MTEAM 3REPS 3
Partnership Capital Growth Investors Management, LLC
RIALos Gatos, CA
AUM $142MTEAM 2REPS 1
Think Different Financial Planning
RIAAUM $142MTEAM 2REPS 1
Integrated Financial Consulting, LLC
RIAAirmont, NY
AUM $141MTEAM 1REPS 1
Clarity Investments + Planning LLC
RIAMount Kisco, NY
AUM $141MTEAM 2REPS 1
Bourke Wealth Management
RIASanta Barbara, CA
AUM $141MTEAM 4REPS 4
Olympus Peaks Financial, LLC
RIASandy, UT
AUM $141MTEAM 1REPS 1
MJB Asset Management LLC
RIANew York, NY
AUM $141MTEAM 1REPS 1
ST. Clair Financial
RIARoseville, CA
AUM $141MTEAM 2REPS 2
Derive Wealth
RIAPasadena, CA
AUM $141MTEAM 2REPS 1
Markle Financial LLC
RIALaramie, WY
AUM $141MTEAM 7REPS 5
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)
RIAOxford, MS
AUM $141MTEAM 2REPS 2
Storms & Rowdon Financial Services, Inc.
RIAOrmond Beach, FL
AUM $141MTEAM 4REPS 3
Gary L. Greenberg
RIAEden Prairie, MN
AUM $141MTEAM 1REPS 1
Hawthorn Capital Management, LLC
RIAAUM $141MTEAM 1REPS 1
Littlefield Asset Management, Inc.
RIAAUM $141MTEAM 1REPS 1
Dougherty Investment Advisors
RIASpring Hill, FL
AUM $141MTEAM 4REPS 4
Mercurio Wealth Advisors
RIALouisville, KY
AUM $141MTEAM 11REPS 3
Marathon Wealth Partners, Inc
RIAAUM $141MTEAM 1REPS 1
Entrust Investment Services, Inc
RIACampbell, CA
AUM $141MTEAM 3REPS 2
Lifeplan Financial, LLC
RIAMankato, MN
AUM $141MTEAM 7REPS 2
Other AUM ranges
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