RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 47
Greenway Financial Advisors LLC
RIABurlington, MA
AUM $107MTEAM 2REPS 2
Purposeful Financial and Legacy Planning
RIAAUM $107MTEAM 5REPS 1
Jordan Financial Life Planning
RIAKenosha, WI
AUM $107MTEAM 3REPS 3
Fairway Investment Group, LLC
RIAEast Lansing, MI
AUM $107MTEAM 27REPS 30
Breakwater Investment Group, LLC
RIANewport Beach, CA
AUM $107MTEAM 2REPS 4
Amber Road Investors LP
RIANew York, NY
AUM $107MTEAM 6REPS 2
Other AUM ranges
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