RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mann Financial Group
RIADetroit Lakes, MN
AUM $396MTEAM 5REPS 2
Portfolio Wealth Advisors
RIAAlbuquerque, NM
AUM $395MTEAM 3REPS 1
India Capital Management Limited
RIATrianon
AUM $395MTEAM 8REPS 7
Taiyo Pacific Partners L.P.
RIAKirkland, WA
AUM $395MTEAM 14REPS 4
KA Credit Advisors II, LLC
RIAHouston, TX
AUM $395MTEAM 64REPS 6
Gravitalix Financial
RIACoral Springs, FL
AUM $395MTEAM 2REPS 1
Kiker Wealth Management, LLC
RIAJasper, GA
AUM $395MTEAM 9REPS 5
Sandler Capital Management
RIANew York, NY
AUM $395MTEAM 17REPS 10
Quarry Hill Advisors
RIASaint Paul, MN
AUM $395MTEAM 5REPS 3
Reframe Wealth, LLC
RIAFairfax, VA
AUM $395MTEAM 5REPS 5
Clarion Wealth Management Partners
RIAFairfax, VA
AUM $395MTEAM 8REPS 5
Generational Wealth, Inc.
RIAZeeland, MI
AUM $395MTEAM 9REPS 9
Abich Financial Wealth Management, LLC
RIAAshburn, VA
AUM $395MTEAM 28REPS 8
Familywealth
RIALake Mary, FL
AUM $395MTEAM 13REPS 14
Hunter Lewis LLC
RIACrozet, VA
AUM $395MTEAM 7REPS 5
Cargile Investment Management
RIAMidland, TX
AUM $395MTEAM 3REPS 3
Value Partners Limited
RIAHong Kong
AUM $395MTEAM 104REPS 5
Attinger, LLC
RIAPhiladelphia, PA
AUM $395MTEAM 4REPS 2
Aegon Real Assets US
RIACedar Rapids, IA
AUM $394MTEAM 178REPS 4
The Retirement Planning Company Of New England, Inc.
RIAWarwick, RI
AUM $394MTEAM 4REPS 4
Vawter Financial Ltd
RIAColumbus, OH
AUM $394MTEAM 5REPS 5
Integrity Investment Advisors
RIAAUM $394MTEAM 4REPS 3
MN Wealth Advisors, LLC
RIAOverland Park, KS
AUM $394MTEAM 5REPS 3
Signet Investment Advisory Group, Inc.
RIAProvidence, RI
AUM $394MTEAM 9REPS 4
Other AUM ranges
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