RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mellig Group, LLC
RIAThe Woodlands, TX
AUM $110MTEAM 5REPS 5
Gilbert Financial, LLC
RIAHoneoye Falls, NY
AUM $110MTEAM 1REPS 1
Quabbin Advisors
RIAAmherst, MA
AUM $110MTEAM 1REPS 1
Jake Carris Financial Planning
RIAOrlando, FL
AUM $110MTEAM 1REPS 1
Freeman & Freeman Private Wealth Management LLC
RIAAUM $110MTEAM 2REPS 2
Oxford Wealth Management
RIALindon, UT
AUM $110MTEAM 11REPS 4
Veraz Advisors
RIASan Ramon, CA
AUM $110MTEAM 8REPS 3
Spurr Financial Planning, Inc.
RIAAUM $110MTEAM 1REPS 1
DRM Wealth Management
RIAAUM $110MTEAM 2REPS 1
Private Asset Management Inc
RIAKirkland, WA
AUM $109MTEAM 4REPS 2
International Management Advisors Ltd.
RIAAUM $109MTEAM 1REPS 1
Duval Investment Group
RIAMinnetonka, MN
AUM $109MTEAM 1REPS 1
Capstone Wealth Management Corp.
RIALakeland, FL
AUM $109MTEAM 5REPS 4
Signia Capital Management
RIASpokane, WA
AUM $109MTEAM 4REPS 5
Sizemore Capital Management, LLC
RIASan Isidro
AUM $109MTEAM 3REPS 5
Wealthshape LLC
RIAWindsor, CT
AUM $109MTEAM 1REPS 1
Peak Financial Management, Inc.
RIABroomfield, CO
AUM $109MTEAM 4REPS 2
Alpha Financial Management, Inc.
RIASavannah, GA
AUM $109MTEAM 4REPS 3
Afton Advisors, LLC
RIAAUM $109MTEAM 2REPS 2
Ingram Advisory Services, LLC
RIAWinter Haven, FL
AUM $109MTEAM 2REPS 2
Garden State Retirement Specialists, LLC
RIARed Bank, NJ
AUM $109MTEAM 3REPS 3
Mustard Seed Financial
RIAMeridian, ID
AUM $109MTEAM 3REPS 3
Angell Capital Management, LLC
RIACentralia, MO
AUM $109MTEAM 2REPS 2
Bonnema Wealth Management LLC
RIAScottsdale, AZ
AUM $109MTEAM 1REPS 1
Other AUM ranges
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