RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Planning First, LLC
RIATucson, AZ
AUM $114MTEAM 3REPS 4
Coordinated Wealth Management, L.L.C.
RIAHendersonville, TN
AUM $114MTEAM 2REPS 1
Finamex Asset Management, LLC
RIAHouston, TX
AUM $114MTEAM 4REPS 6
Webster Street Investment Advisors LLC
RIAAUM $114MTEAM 2REPS 2
Common Cents Wealth Management, LLC
RIAPembroke Pines, FL
AUM $114MTEAM 2REPS 2
Pleasantdale Wealth Management, LLC
RIAAUM $114MTEAM 3REPS 3
Burne Financial Concepts, LLC
RIAWatertown, CT
AUM $114MTEAM 1REPS 1
Tollefson And Company Investment Management LLC
RIAAUM $114MTEAM 3REPS 1
ARX Private Wealth
RIALancaster, PA
AUM $114MTEAM 6REPS 5
Scofield & Company, LLC
RIAFairlawn, OH
AUM $114MTEAM 5REPS 5
Broadwealth LLC
RIAAUM $114MTEAM 1REPS 1
Signal Ridge Capital Partners, LLC
RIAFramingham, MA
AUM $114MTEAM 4REPS 4
Expand Financial Group, LLC
RIAAUM $113MTEAM 11REPS 6
Blue Jay Financial Group, LLC
RIADefiance, OH
AUM $113MTEAM 9REPS 4
HFG Advisors, Inc.
RIAKennewick, WA
AUM $113MTEAM 7REPS 6
Financial Design Group, LLC
RIALa Vista, NE
AUM $113MTEAM 3REPS 2
Compass Private Wealth Group LLC
RIAShort Hills, NJ
AUM $113MTEAM 3REPS 3
Capital South Wealth Management, LLC
RIABaton Rouge, LA
AUM $113MTEAM 4REPS 4
56 Capital Partners, Ltd
RIAColorado Springs, CO
AUM $113MTEAM 3REPS 4
Modernist Financial, LLC
RIAPortland, OR
AUM $113MTEAM 5REPS 3
Sparrow Capital Management Inc
RIASaint Louis, MO
AUM $113MTEAM 2REPS 1
Hulsey Capital Management, Inc.
RIAHeber Springs, AR
AUM $113MTEAM 1REPS 2
Wealth-Builders, Inc.
RIAAUM $113MTEAM 1REPS 1
Veltria Advisors Corp.
RIAMiami, FL
AUM $113MTEAM 6REPS 2
Other AUM ranges
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