RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
MK3 Wealth LLC
RIACherry Hill, NJ
AUM $113MTEAM 3REPS 2
Chappelwood Financial Services
RIAEdmond, OK
AUM $113MTEAM 3REPS 3
Bernard & Johnson Family Wealth Management
RIAPasadena, CA
AUM $113MTEAM 2REPS 2
Eagle Financial Advisors, LLC
RIAFrisco, TX
AUM $113MTEAM 9REPS 12
Paragon Financial Advisors
RIANewton, MA
AUM $113MTEAM 1REPS 1
Oxford Planning Group, LLC
RIAWoodstock, MD
AUM $113MTEAM 3REPS 3
Tidmore Retirement Planning Specialists
RIABeachwood, OH
AUM $113MTEAM 4REPS 2
Wisdom Planning Group
RIAOrlando, FL
AUM $113MTEAM 3REPS 4
Kintra Investments, LLC
RIAMarysville, OH
AUM $113MTEAM 3REPS 9
Municipal Asset Management Inc
RIARye Brook, NY
AUM $113MTEAM 3REPS 4
Infinite Giving Advisory Services, Inc.
RIAAtlanta, GA
AUM $113MTEAM 10REPS 3
Mosaic Fi LLC
RIALincolnshire, IL
AUM $113MTEAM 5REPS 2
FRA Wealth Management LLC
RIAO Fallon, IL
AUM $113MTEAM 2REPS 7
Alpha Planning And Financial Services, Inc.
RIASolon, OH
AUM $113MTEAM 5REPS 2
Altitude Wealth Management, LLC
RIADenver, CO
AUM $113MTEAM 1REPS 1
Coburn Barrett, LLC
RIASan Francisco, CA
AUM $113MTEAM 4REPS 4
33 Capital Management LLC
RIAGreenwich, CT
AUM $113MTEAM 11REPS 2
Gassman Financial LLC
RIASalem, NH
AUM $113MTEAM 2REPS 1
Genesis Investments
RIAOoltewah, TN
AUM $113MTEAM 4REPS 4
Soaring Investment Management, LLC
RIAPortland, OR
AUM $113MTEAM 5REPS 3
Fortitude Wealth Management
RIAMurfreesboro, TN
AUM $113MTEAM 1REPS 1
Evergreen Wealth Advisors
RIARaleigh, NC
AUM $112MTEAM 18REPS 7
Cogent Independent Advisors, Inc.
RIAAUM $112MTEAM 6REPS 2
Ontrack Wealth Management
RIACanton, MI
AUM $112MTEAM 2REPS 2
Other AUM ranges
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