RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
DUPREE FINANCIAL GROUP, LLC
RIALexington, KY
AUM $404MTEAM 7REPS 8
FEE-ONLY FINANCIAL PLANNING, L.C.
RIAAUM $404MTEAM 3REPS 3
NAMCOA
RIAMOORESVILLE, NC
AUM $404MTEAM 11REPS 12
AXIOM FINANCIAL STRATEGIES GROUP, LLC
RIANEW ALBANY, IN
AUM $404MTEAM 9REPS 8
HFM INVESTMENT ADVISORS, LLC
RIAGLASSBORO, NJ
AUM $404MTEAM 5REPS 7
CLOUD INVESTMENTS, LLC
RIAHUNTSVILLE, AL
AUM $404MTEAM 6REPS 6
CHARTER OAK ADVISORS LP
RIANew York, NY
AUM $404MTEAM 6REPS 3
MAINSAIL FINANCIAL GROUP
RIABELLEVUE, WA
AUM $404MTEAM 11REPS 7
ALEXANDER RANDOLPH ADVISORY INC
RIAMCLEAN, VA
AUM $404MTEAM 5REPS 2
A.G. CAMPBELL ADVISORY, LLC
RIABALTIMORE, MD
AUM $404MTEAM 5REPS 4
TILIA FIDUCIARY PARTNERS, INC.
RIAWILMINGTON, NC
AUM $404MTEAM 8REPS 5
MAD RIVER INVESTORS
RIABOSTON, MA
AUM $404MTEAM 6REPS 4
HIDDEN COVE WEALTH MANAGEMENT
RIABAINBRIDGE, WA
AUM $404MTEAM 7REPS 7
FORUM PRIVATE CLIENT GROUP
RIAFISHERS, IN
AUM $403MTEAM 11REPS 9
SFM, LLC
RIAMANCHESTER, NH
AUM $403MTEAM 6REPS 4
TFR CAPITAL
RIAPlano, TX
AUM $403MTEAM 9REPS 7
LEGACY INVESTMENT PARTNERS, LLC
RIAOVERLAND PARK, KS
AUM $403MTEAM 4REPS 3
BORER DENTON & ASSOCIATES, INC.
RIABLUE BELL, PA
AUM $403MTEAM 4REPS 4
CARNEGIE LAKE ADVISORS LLC
RIAPRINCETON, NJ
AUM $403MTEAM 7REPS 8
LCM CAPITAL MANAGEMENT INC
RIACHICAGO, IL
AUM $403MTEAM 8REPS 9
PALO DURO INVESTMENT PARTNERS, LP
RIACHICAGO, IL
AUM $403MTEAM 6REPS 2
CAPITAL TRUST ADVISORS
RIASAN RAFAEL, CA
AUM $403MTEAM 4REPS 4
RATIONAL INVESTMENT MANAGEMENT, LLC
RIAAUM $403MTEAM 2REPS 2
ERBEN ASSOCIATES, LLC
RIAAUSTIN, TX
AUM $402MTEAM 10REPS 8
Other AUM ranges
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