RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
O.F.O. Partners, LLC
RIAHingham, MA
AUM $110MTEAM 3REPS 1
Werlemann Wealth Management
RIANewport Beach, CA
AUM $110MTEAM 1REPS 1
Hunt Wealth Management
RIAConcord, CA
AUM $110MTEAM 2REPS 2
Piccolo Investment Consulting, LLC
RIADenton, TX
AUM $110MTEAM 2REPS 2
Peakshares LLC
RIATampa, FL
AUM $110MTEAM 4REPS 4
Private Client Advisor Group, LLC
RIAPalm City, FL
AUM $110MTEAM 6REPS 6
Tenbridge Partners LLC
RIAPortland, OR
AUM $110MTEAM 5REPS 4
Oldfield Wealth Partners
RIABangor, ME
AUM $110MTEAM 4REPS 4
Investment Capital Advisors
RIAClinton, NJ
AUM $110MTEAM 1REPS 1
Ridgeview Financial Planning
RIASanta Rosa, CA
AUM $110MTEAM 1REPS 1
Barnegat Bay Capital Management LLC
RIAAUM $110MTEAM 2REPS 1
Mainline Investment Advisers, LLC
RIAWynnewood, PA
AUM $110MTEAM 4REPS 3
Caregen Wealth Management
RIASan Mateo, CA
AUM $110MTEAM 2REPS 1
MD Wealth Management, LLC
RIAChelsea, MI
AUM $110MTEAM 2REPS 2
Renaissance Wealth Advisors, LLC
RIAAuburndale, MA
AUM $110MTEAM 2REPS 2
Sonic Gp LLC
RIAHonolulu, HI
AUM $110MTEAM 1REPS 1
Park Shore Partners LLC
RIAErie, PA
AUM $110MTEAM 7REPS 8
Mellig Group, LLC
RIAThe Woodlands, TX
AUM $110MTEAM 5REPS 4
Gilbert Financial, LLC
RIAHoneoye Falls, NY
AUM $110MTEAM 1REPS 1
Quabbin Advisors
RIAAmherst, MA
AUM $110MTEAM 1REPS 1
Retirepath Wealth, LLC
RIALittle Rock, AR
AUM $110MTEAM 6REPS 6
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
Other AUM ranges
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