RIAs: $100M – $500M AUM
7,791 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Koinonia Financial
RIAThe Woodlands, TX
AUM $101MTEAM 4REPS 2
Maxout Savings Advisors LLC
RIAHouston, TX
AUM $101MTEAM 2REPS 1
Jackson & Associates, Inc.
RIAAlbuquerque, NM
AUM $101MTEAM 3REPS 2
Integrative Planning, Inc.
RIACornelius, NC
AUM $101MTEAM 6REPS 3
Silverman + Associates Wealth Management, LLC
RIATucson, AZ
AUM $101MTEAM 1REPS 1
Mendoza Private Wealth
RIANorth Miami, FL
AUM $101MTEAM 1REPS 1
Falcon Financial
RIASalisbury, NC
AUM $101MTEAM 4REPS 4
Von Colln Financial Group
RIAOgden, UT
AUM $101MTEAM 3REPS 1
Bespoke Investment Group, LLC
RIAHarrison, NY
AUM $101MTEAM 6REPS 5
Greystone Capital Partners Group LLC
RIAKansas City, MO
AUM $101MTEAM 4REPS 4
Axxets Wm
RIAAventura, FL
AUM $101MTEAM 5REPS 4
Wells Global Investment Advisers LLC
RIAWinter Haven, FL
AUM $101MTEAM 3REPS 2
Integrated Benefits, Incorporated
RIAAUM $101MTEAM 2REPS 2
Clearview Financial, Inc.
RIASan Diego, CA
AUM $101MTEAM 2REPS 2
Palomar Advisors Inc.
RIAAUM $101MTEAM 2REPS 2
Perkins Wealth Advantage
RIAAUM $101MTEAM 2REPS 1
Wealthmark Advisory Group, LLC
RIAAUM $101MTEAM 1REPS 1
Corwin Company LLC
RIAIndianapolis, IN
AUM $101MTEAM 1REPS 1
Wrwco, LLC
RIAAUM $101MTEAM 4REPS 3
Asset Management Associates
RIAAUM $101MREPS 2
Swiss Finance Private Wealth Management LLC
RIASouthbury, CT
AUM $101MTEAM 7REPS 0
Zeches Wealth Management
RIATucson, AZ
AUM $101MTEAM 4REPS 5
Rock Creek Wealth Management
RIAHillsboro, OR
AUM $101MTEAM 3REPS 3
CMH Wealth Management
RIADallas, TX
AUM $101MTEAM 3REPS 3
Other AUM ranges
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