RIAs: $100M – $500M AUM

7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.

Athena Investment Management

RIA

AUM $342MTEAM 5REPS 1

William Howard & Co Financial Advisors, Inc.

RIA

Memphis, TN

AUM $342MTEAM 10REPS 6

M3 Advisory Group, LLC

RIA

Needham Heights, MA

AUM $342MTEAM 6REPS 5

Legacy Beyond Wealth LLC

RIA

AUM $342MTEAM 1REPS 1

Chicago Atlantic Bdc Advisers, LLC

RIA

New York, NY

AUM $342MREPS 7

Eaglebrook Advisors

RIA

New York, NY

AUM $342MTEAM 22REPS 6

Boyle Capital

RIA

West Des Moines, IA

AUM $342MTEAM 5REPS 4

Steelhead Wealth Management

RIA

Glen Allen, VA

AUM $342MTEAM 7REPS 3

J. Hagan Capital, Inc.

RIA

Louisville, KY

AUM $342MTEAM 12REPS 7

Smedley Financial Services Inc

RIA

Salt Lake City , UT

AUM $342MTEAM 10REPS 6

Second 50 Financial

RIA

Manhattan Beach, CA

AUM $342MTEAM 5REPS 2

Petros Family Wealth, LLC

RIA

Bloomington, MN

AUM $342MTEAM 9REPS 8

Astra Capital Management LLC

RIA

Washington, DC

AUM $342MTEAM 11REPS 7

Ergawealth Advisors, Inc.

RIA

Oak Brook, IL

AUM $342MTEAM 5REPS 2

Dhody Investment Group

RIA

Miami Beach, FL

AUM $341MTEAM 4REPS 3

Thomas Wright Asset Management, Inc.

RIA

San Juan, PR

AUM $341MTEAM 1REPS 1

Avila Real Estate Capital

RIA

Corte Madera, CA

AUM $341MTEAM 47REPS 4

Farringdon Asset Management Pte Ltd

RIA

Singapore Singapore

AUM $341MTEAM 16REPS 3

Tiemann Investment Advisors, LLC

RIA

Menlo Park, CA

AUM $341MTEAM 2REPS 2

Eukles Asset Management, LLC

RIA

Cincinnati, OH

AUM $341MTEAM 5REPS 4

Carroll Advisory Group

RIA

Texarkana, TX

AUM $341MTEAM 7REPS 4

Reichard Capital, LLC

RIA

Charlotte, NC

AUM $341MTEAM 4REPS 3

RM Private Wealth Management

RIA

Miami, FL

AUM $341MTEAM 1REPS 1

Weybosset Research & Management, LLC

RIA

Providence, RI

AUM $341MTEAM 3REPS 4

Other AUM ranges

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