RIAs: $100M – $500M AUM
7,832 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cromwell Funds
RIABaltimore, MD
AUM $369MTEAM 4REPS 7
Sage Capital Management LLC
RIAAUM $369MTEAM 3REPS 3
Ruggaard & Associates
RIAHudson, OH
AUM $369MTEAM 10REPS 6
Gaddis Premier Wealth Advisors LLC
RIADurant, OK
AUM $369MTEAM 16REPS 9
Aft, Forsyth & Sober, LLC
RIAValrico, FL
AUM $368MTEAM 2REPS 3
Persimmon Capital Management
RIABlue Bell, PA
AUM $368MTEAM 3REPS 3
Peregrine Investment Advisors, LLC
RIAMadison, MS
AUM $368MTEAM 4REPS 3
Highland Investment Advisors LLC
RIAPonte Vedra, FL
AUM $368MTEAM 11REPS 10
Overridge Wealth Advisors
RIAFort Worth, TX
AUM $368MTEAM 10REPS 9
Blossom Wealth Management, LLC
RIAAUM $368MTEAM 3REPS 3
Enhancing Capital LLC
RIAHarrisburg, PA
AUM $368MTEAM 4REPS 7
Saxony Capital Management, LLC
RIASaint Louis, MO
AUM $368MTEAM 6REPS 44
Redbud Advisors
RIAAustin, TX
AUM $368MTEAM 8REPS 5
Hughes & Company
RIAChicago, IL
AUM $367MTEAM 13REPS 6
Carter-Haston Investment Partners II Gp, LLC
RIANashville, TN
AUM $367MTEAM 12REPS 7
Eyre Street Capital
RIANew York, NY
AUM $367MTEAM 5REPS 3
Lattis Management LP
RIANew York, NY
AUM $367MTEAM 8REPS 3
PKS Investment Advisors LLC
RIASalisbury, MD
AUM $367MTEAM 9REPS 7
Switchpoint Financial Planning LLC
RIALehi, UT
AUM $367MTEAM 3REPS 2
Tull Financial Group, Inc.
RIAChesapeake, VA
AUM $367MTEAM 9REPS 6
Innovative Private Wealth Management Inc.
RIASomers, NY
AUM $367MTEAM 10REPS 12
Unity Partners
RIADallas, TX
AUM $367MTEAM 24REPS 5
Strategy Financial Group
RIAPhoenix, AZ
AUM $367MTEAM 20REPS 10
Oder Investment Management, LLC
RIAWoodland Hills, CA
AUM $367MTEAM 6REPS 8
Other AUM ranges
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