RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Lotus Asset Management Limited Liability Company
RIAAUM $121MTEAM 1REPS 1
Ironhorse Capital LLC
RIANashville, TN
AUM $121MTEAM 2REPS 2
Tweet Management Services, Inc.
RIALa Mesa, CA
AUM $121MTEAM 1REPS 1
Hanover Strategic Management, LLC
RIAWellesley, MA
AUM $120MTEAM 3REPS 3
Back Bay Financial Planning & Investments
RIABethany Beach, DE
AUM $120MTEAM 4REPS 2
Trott Brook Financial
RIAAnoka, MN
AUM $120MTEAM 3REPS 1
Advanced Planning Advisors Group Inc.
RIANaperville, IL
AUM $120MTEAM 2REPS 2
Fullerton Advisors, LLC
RIADanville, CA
AUM $120MTEAM 1REPS 1
Trinity Neches
RIAAUM $120MTEAM 2REPS 2
Dachtler Wealth Advisors, LLC
RIAFolsom, CA
AUM $120MTEAM 4REPS 3
Goldberg Financial Advisors, LLC
RIAEl Segundo, CA
AUM $120MTEAM 1REPS 1
Childress & Co LLC
RIAAUM $120MTEAM 2REPS 1
Stonefield Investment Advisory, Inc.
RIACedar Rapids, IA
AUM $120MTEAM 2REPS 1
Western Reserve Capital Management, LLC
RIAHudson, OH
AUM $120MTEAM 2REPS 2
Weber Capital Management LLC
RIAAUM $120MTEAM 1REPS 1
Worcester Advisors
RIAWorcester, MA
AUM $120MTEAM 3REPS 3
Davivienda Advisors
RIAMiami, FL
AUM $120MTEAM 8REPS 2
American Wealth Advisors, LLC
RIAJohns Creek, GA
AUM $120MTEAM 3REPS 3
Mile Wealth Management
RIAIrvine, CA
AUM $120MTEAM 1REPS 1
Abens Financial Services Inc
RIAEdina, MN
AUM $120MTEAM 3REPS 4
Hinsdale Associates
RIAHinsdale, IL
AUM $120MTEAM 2REPS 1
Sasser Investment Management, Inc.
RIABerkeley, CA
AUM $120MTEAM 3REPS 2
Summit Wealth Management LLC
RIAAkron, OH
AUM $120MTEAM 3REPS 2
Marathon Partners Equity Management, LLC
RIANew York, NY
AUM $120MTEAM 3REPS 2
Other AUM ranges
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