RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wessel Investment Counsel, L.L.C.
RIAAsheville, NC
AUM $109MTEAM 2REPS 1
Rooted Financial Group, LLC
RIATigard, OR
AUM $109MTEAM 3REPS 3
Safe Harbor Retirement Planners
RIAAUM $109MTEAM 4REPS 6
Grace Capital Management, LLC
RIAAustin, TX
AUM $109MTEAM 5REPS 2
SM Scherr Financial LLC
RIAAUM $109MTEAM 1REPS 1
Quigley Financial LLC
RIAAUM $109MTEAM 1REPS 1
AII Capital Management, LLC
RIAMoorpark, CA
AUM $109MTEAM 1REPS 1
Arrow Wealth Advisors
RIAAuburn, CA
AUM $109MTEAM 2REPS 2
Ten Peaks Partners L.L.C.
RIAClayton, MO
AUM $109MTEAM 1REPS 1
Finances For Real Life
RIALompoc, CA
AUM $109MTEAM 2REPS 2
Double Eagle Wealth Management LLC
RIADallas, TX
AUM $109MTEAM 2REPS 1
Privacore
RIANew York, NY
AUM $109MTEAM 24REPS 2
L&S Private Wealth, LLC
RIAOklahoma City, OK
AUM $109MTEAM 1REPS 3
323 Wealth Management, LLC
RIAFlower Mound, TX
AUM $109MTEAM 3REPS 3
JRP Capital Corp
RIADublin, OH
AUM $109MTEAM 3REPS 1
Greenbrook Management, LLC
RIANew York, NY
AUM $108MTEAM 10REPS 4
Triple Summit Advisors, LLC
RIAAUM $108MTEAM 2REPS 3
Benchmark Financial
RIAAUM $108MTEAM 1REPS 1
Montello Wealth Management, Inc.
RIAPalm Beach Gardens, FL
AUM $108MTEAM 1REPS 1
Williamson Advisory Services, Inc.
RIAMarietta, GA
AUM $108MTEAM 2REPS 2
Standard Partners LLC
RIABethesda, MD
AUM $108MTEAM 2REPS 2
Shri Advisors
RIAAUM $108MTEAM 2REPS 2
Schnall Advisory Services, Inc
RIAAUM $108MTEAM 1REPS 1
Peapod Lane Capital LLC
RIABedford Hills, NY
AUM $108MTEAM 3REPS 2
Other AUM ranges
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