RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wealthrise Financial Planning, LLC
RIACarlsbad, CA
AUM $136MTEAM 2REPS 2
Barrier Capital Management, LLC
RIASan Francisco, CA
AUM $136MTEAM 1REPS 1
15 Equity
RIASanta Barbara, CA
AUM $136MTEAM 7REPS 6
A J Feldman Financial, LLC
RIAAUM $136MTEAM 1REPS 1
Kassira Wealth Management, LLC
RIAAUM $136MTEAM 2REPS 3
Mcmahan Capital Management
RIACarmel, IN
AUM $136MTEAM 2REPS 2
Landmark Wealth Advisors, LLC
RIAFarmington, UT
AUM $136MTEAM 2REPS 2
1n Capital, LLC
RIAAUM $136MTEAM 1REPS 1
Veritas Wealth Management, LLC
RIASalt Lake City , UT
AUM $136MTEAM 1REPS 1
Loretta Nolan Associates, LLC
RIAOld Greenwich, CT
AUM $136MTEAM 1REPS 1
Financial Management Associates, LLC
RIAWindham, NH
AUM $136MTEAM 3REPS 1
Luma Capital
RIANaples, FL
AUM $136MTEAM 2REPS 1
East Rock Financial Services, LLC
RIAAUM $136MTEAM 4REPS 2
Bright Portfolios, LLC
RIALee's Summit, MO
AUM $136MTEAM 4REPS 2
FR Financial Advisors LLC
RIACoral Springs, FL
AUM $136MTEAM 2REPS 2
HOT Creek Capital, L.L.C.
RIAKirkland, WA
AUM $136MTEAM 2REPS 3
Hepworth Equity Partners, LLC
RIAAUM $136MTEAM 2REPS 2
Morningside Asset Management
RIAWilmington, DE
AUM $136MTEAM 4REPS 4
Cassilly Financial
RIASeverna Park, MD
AUM $136MTEAM 2REPS 2
Revo Financial, LLC
RIABartlesville, OK
AUM $135MTEAM 3REPS 2
Dover Investment Advisory Corporation
RIAAUM $135MTEAM 1REPS 1
Global Financial Planning Group, LLC
RIATroy, MI
AUM $135MTEAM 5REPS 2
Allegro Mineral Partners LLC
RIAHouston, TX
AUM $135MTEAM 17REPS 6
Keller Financial Group
RIACamp Hill, PA
AUM $135MTEAM 2REPS 2
Other AUM ranges
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