RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hcip Advisors, LLC
RIANashville, TN
AUM $339MTEAM 2REPS 2
Flexis Capital
RIAMiami, FL
AUM $339MTEAM 3REPS 1
Tucker Financial Group
RIAMontgomery, AL
AUM $339MTEAM 3REPS 3
Health Catalyst Capital Management, LLC
RIANew York, NY
AUM $339MTEAM 4REPS 3
Smallwood Wealth Management
RIARed Bank, NJ
AUM $339MTEAM 12REPS 6
Amerity Wealth Management, LLC
RIALakeland, FL
AUM $339MTEAM 17REPS 16
First Trust Global Portfolios Ltd.
RIALondon
AUM $339MTEAM 34REPS 6
Diversified Financial Management
RIANorwell, MA
AUM $339MTEAM 5REPS 4
Eiger Wealth Management, LLC
RIASan Diego, CA
AUM $339MTEAM 6REPS 3
Lewis Financial Management, LLC
RIARaleigh, NC
AUM $339MTEAM 2REPS 3
Morgan Rio Capital Management, LLC
RIANew York, NY
AUM $339MTEAM 4REPS 2
Mdrn Capital
RIAAnnapolis, MD
AUM $339MTEAM 36REPS 26
Riverspan Partners LP
RIAChicago, IL
AUM $339MTEAM 13REPS 3
Comprehensive Wealth Management
RIALynnwood, WA
AUM $338MTEAM 11REPS 8
Core Advisory Group
RIARock Hill, SC
AUM $338MTEAM 9REPS 10
Variant Equity Advisors, LLC
RIALos Angeles, CA
AUM $338MTEAM 3REPS 2
Bookends Financial Planning
RIAIndianapolis, IN
AUM $338MTEAM 10REPS 7
Arena Private Wealth
RIAChicago, IL
AUM $338MTEAM 8REPS 9
Nicholson Meyer Capital Management, Inc.
RIAKansas City, MO
AUM $338MTEAM 6REPS 2
Addington Financial Group LLC
RIAAUM $338MTEAM 3REPS 2
Mine & Arao Wealth Creation And Management, LLC
RIACampbell, CA
AUM $338MTEAM 4REPS 2
Technomart Rga Inc
RIABaltimore, MD
AUM $338MTEAM 7REPS 1
Navigate Financial LLC
RIAMillcreek, UT
AUM $338MTEAM 3REPS 3
Boulder Wealth Advisors, LLC
RIABoulder, CO
AUM $338MTEAM 4REPS 2
Other AUM ranges
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