RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Soulence Wealth Management
RIAPleasant Grove, UT
AUM $108MTEAM 5REPS 11
Domask Wealth Management, LLC
RIAPhoenix, AZ
AUM $108MTEAM 1REPS 1
Sherpa Capital Management
RIAAUM $107MTEAM 3REPS 3
Idle Hill Advisors LLC
RIAGreenville, SC
AUM $107MTEAM 7REPS 2
Kipos Wealth
RIADenton, TX
AUM $107MTEAM 2REPS 2
Meschel Wealth Management LLC
RIAAUM $107MTEAM 3REPS 2
One-Up Financial
RIAErie, PA
AUM $107MTEAM 9REPS 9
Dove Investment Research And Management, Inc.
RIAIrvine, CA
AUM $107MTEAM 2REPS 2
North Bay Wealth Management
RIAPetaluma, CA
AUM $107MTEAM 2REPS 2
The Western Wealth Group, Inc.
RIAGreenwood Village, CO
AUM $107MTEAM 1REPS 1
Von Holt Financial Advisors, Inc.
RIAPalatine, IL
AUM $107MTEAM 2REPS 2
AMH Equity Ltd
RIAAUM $107MTEAM 2REPS 2
The Financial Legacy Group
RIACharlotte, NC
AUM $107MTEAM 3REPS 2
Strickler Investment Services, LLC
RIABrighton, MI
AUM $107MTEAM 9REPS 6
Better Way LLC
RIABal Harbour, FL
AUM $107MTEAM 2REPS 1
Hogan Investment Counsel, LLC
RIACordova, TN
AUM $107MTEAM 2REPS 1
Total Wealth Advisors, LLC
RIAHopkins, MN
AUM $107MTEAM 2REPS 2
Omnitrust Wealth Management, Inc.
RIAJacksonville, FL
AUM $107MTEAM 1REPS 1
RS Asset Management, LLC
RIAColorado Springs, CO
AUM $107MTEAM 2REPS 2
Turner Capital Investments, LLC
RIAAustin, TX
AUM $107MTEAM 4REPS 4
King Financial
RIAAUM $107MTEAM 4REPS 3
Stillblue Financial Partners, LLC
RIAJacksonville, FL
AUM $107MTEAM 2REPS 2
Elevate Financial Planning And Wealth Management
RIASt Petersburg, FL
AUM $107MTEAM 38REPS 46
Greenway Financial Advisors LLC
RIABurlington, MA
AUM $107MTEAM 2REPS 2
Other AUM ranges
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