RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 4
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 4
Lifeplan Financial, LLC
RIAMankato, MN
AUM $141MTEAM 7REPS 2
Clement Street Capital LLC
RIADowners Grove, IL
AUM $141MTEAM 2REPS 2
Fortune Financial Group, Inc.
RIAAUM $141MTEAM 4REPS 3
Liberty Asset Management
RIAAllentown, PA
AUM $141MTEAM 9REPS 6
Additive Advisory Pbc
RIAMemphis, TN
AUM $141MTEAM 3REPS 2
Stability Partners Advisory Group, LLC
RIASpring, TX
AUM $141MTEAM 3REPS 3
Wolverine Wealth Advisory Services Inc.
RIABloomfield Hills, MI
AUM $141MTEAM 1REPS 1
Wilmington Trust Investment Management
RIAWilmington, DE
AUM $141MTEAM 36REPS 11
Immaculate Wealth Management, LLC
RIAMesa, AZ
AUM $141MTEAM 6REPS 2
Mestmaker & Petrey Wealth Advisors
RIABakersfield, CA
AUM $141MTEAM 3REPS 3
Other AUM ranges
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