RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Alpine Hill Advisors LLC
RIAWestport, CT
AUM $115MTEAM 4REPS 2
OAR Financial
RIABryn Mawr, PA
AUM $115MTEAM 10REPS 2
Regal Bay Investment Group, LLC
RIAMilwaukee, WI
AUM $115MTEAM 1REPS 2
1102 Partners, LLC
RIAAUM $114MTEAM 2REPS 1
Engleson & Associates
RIARochester, NY
AUM $114MTEAM 4REPS 1
Endeavor Advisors LLC
RIAPhoenix, AZ
AUM $114MTEAM 4REPS 4
Benedetti Financial, Inc.
RIASanta Maria, CA
AUM $114MTEAM 2REPS 2
Abri LLC
RIALexington, KY
AUM $114MTEAM 8REPS 7
Queen City Capital Management, LLC
RIACincinnati, OH
AUM $114MTEAM 2REPS 6
Potomac Asset Management Co Inc
RIAFrederick, MD
AUM $114MTEAM 6REPS 1
Deeter Advisory Group, LLC
RIATerrace Park, OH
AUM $114MTEAM 1REPS 1
Sera Capital Management, LLC
RIAAnnapolis, MD
AUM $114MTEAM 5REPS 5
Dardanelles Capital LP
RIABoston, MA
AUM $114MTEAM 3REPS 2
Goodstein Wealth Management LLC
RIAEncino, CA
AUM $114MTEAM 2REPS 2
Ryan Poage & Co
RIAKansas City, MO
AUM $114MTEAM 3REPS 4
Bridgeview Capital Advisors, Inc.
RIAEl Dorado Hills, CA
AUM $114MTEAM 2REPS 2
Richard G. Slater
RIAAUM $114MTEAM 1REPS 1
Catamount Strategic Advisors, LLC
RIANashville, TN
AUM $114MTEAM 1REPS 1
Leonard Advisory Group LLC
RIASaint Joseph, MI
AUM $114MTEAM 3REPS 3
Skloff Financial Group
RIAAUM $114MTEAM 1REPS 1
Integrated Wealth Solutions, LLC
RIAYork, PA
AUM $114MTEAM 8REPS 8
Alpha Fiduciary
RIAScottsdale, AZ
AUM $114MTEAM 4REPS 2
LRH Capital Advising LLC
RIADallas, TX
AUM $114MTEAM 1REPS 0
Atwob
RIAKatonah, NY
AUM $114MTEAM 3REPS 3
Other AUM ranges
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