RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Taylor Capital Management
RIAAUM $143MTEAM 1REPS 1
Stone Wealth Partners LLC
RIALafayette, LA
AUM $143MTEAM 6REPS 7
Appian Way Financial
RIAPasadena, CA
AUM $143MTEAM 1REPS 1
Applied Fundamental Research, LLC
RIACambridge, MA
AUM $143MTEAM 5REPS 2
Lane Family Wealth Management
RIANorth Liberty, IA
AUM $143MTEAM 2REPS 2
Ultra Advisory Group
RIAIrvine, CA
AUM $143MTEAM 1REPS 1
Brett Josey Wealth Management LLC
RIAAUM $143MTEAM 2REPS 2
Kopion Asset Management, LLC
RIAMckinney, TX
AUM $143MTEAM 2REPS 2
Personalized Financial Solutions LLC
RIAClearwater, FL
AUM $143MTEAM 4REPS 2
VCP Financial LLC
RIAStaten Island, NY
AUM $143MTEAM 5REPS 4
Stephen J. Garry & Associates, LLC
RIAGarden City, NY
AUM $143MTEAM 4REPS 3
Vista Cima Wealth Management LLC
RIAAUM $143MTEAM 3REPS 3
Rittmann Capital Management Co
RIAMoraga, CA
AUM $142MTEAM 1REPS 1
The Advisors Group
RIALubbock, TX
AUM $142MTEAM 5REPS 3
Castleton Partners, LLC
RIAAUM $142MTEAM 1REPS 1
RJ Patterson Group
RIASan Diego, CA
AUM $142MTEAM 5REPS 3
Allstate Financial Advisors, LLC
RIALincoln, NE
AUM $142MTEAM 341REPS 321
Northwind Financial LLC
RIABend, OR
AUM $142MTEAM 2REPS 3
Crown Management Advisors, LLC
RIAAtlanta, GA
AUM $142MTEAM 6REPS 1
J. L. Perkins Wealth Management, LLC
RIAMacon, GA
AUM $142MTEAM 8REPS 4
LTG Capital LLC
RIAFramingham, MA
AUM $142MTEAM 5REPS 3
Josh Arnold Investment Consultant, LLC
RIAEdina, MN
AUM $142MTEAM 2REPS 2
Foothills Advisors, LLC
RIACave Creek, AZ
AUM $142MTEAM 3REPS 3
Barnett & Co Inc
RIAChattanooga, TN
AUM $142MTEAM 5REPS 2
Other AUM ranges
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