RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
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 4
Skloff Financial Group
RIAAUM $114MTEAM 1REPS 1
Integrated Wealth Solutions, LLC
RIAYork, PA
AUM $114MTEAM 8REPS 8
Alpha Fiduciary
RIAPhoenix, AZ
AUM $114MTEAM 4REPS 2
LRH Capital Advising LLC
RIADallas, TX
AUM $114MTEAM 1REPS 1
Atwob
RIAKatonah, NY
AUM $114MTEAM 3REPS 3
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
Burne Financial Concepts, LLC
RIAWatertown, CT
AUM $114MTEAM 1REPS 1
Pleasantdale Wealth Management, LLC
RIAAUM $114MTEAM 3REPS 3
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 6
Broadwealth LLC
RIAAUM $114MTEAM 1REPS 1
Signal Ridge Capital Partners, LLC
RIAFramingham, MA
AUM $114MTEAM 3REPS 3
Expand Financial Group, LLC
RIAAUM $113MTEAM 11REPS 6
Other AUM ranges
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