RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mosaic Fi LLC
RIALincolnshire, IL
AUM $113MTEAM 5REPS 2
FRA Wealth Management LLC
RIAO Fallon, IL
AUM $113MTEAM 2REPS 6
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
Brady Investment Counsel LLC
RIAAUM $113MTEAM 1REPS 1
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 4
Fortitude Wealth Management
RIAMurfreesboro, TN
AUM $113MTEAM 1REPS 1
Evergreen Wealth Advisors
RIARaleigh, NC
AUM $112MTEAM 18REPS 6
Cogent Independent Advisors, Inc.
RIAAUM $112MTEAM 5REPS 2
Ontrack Wealth Management
RIACanton, MI
AUM $112MTEAM 2REPS 2
Aria Wealth Partners
RIACharlottesville, VA
AUM $112MTEAM 3REPS 2
Snyder Asset Management, LLC
RIAHunt Valley, MD
AUM $112MTEAM 1REPS 1
SAN Francisco Wealth Planning LLC
RIAAUM $112MTEAM 2REPS 2
Pillar6 Advisors, LLC
RIASan Francisco, CA
AUM $112MTEAM 2REPS 1
KDM Wealth Management Inc.
RIAGeneva, IL
AUM $112MTEAM 6REPS 3
Superior Financial, LLC
RIARochester, MN
AUM $112MTEAM 1REPS 1
Inkwell Capital
RIAAUM $112MTEAM 2REPS 2
O'Connor Capital Advisory, LLC
RIAScottsdale, AZ
AUM $112MTEAM 1REPS 2
Engage Wealth Advisors, LLC
RIAOverland Park, KS
AUM $112MTEAM 5REPS 3
Rcplanners
RIAAUM $112MTEAM 4REPS 4
Other AUM ranges
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