RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Talara Capital Management, LLC
RIAMontclair, NJ
AUM $318MTEAM 3REPS 3
Heartwood Funds
RIANew York, NY
AUM $318MTEAM 2REPS 2
Wealth Pro Advisors, Inc.
RIASarasota, FL
AUM $317MTEAM 6REPS 2
Goode Partners LLC
RIANew York, NY
AUM $317MTEAM 7REPS 5
Family Wealth Planning Partners
RIALouisville, KY
AUM $317MTEAM 8REPS 5
BCA Private Wealth, Inc.
RIAGreenville, SC
AUM $317MTEAM 5REPS 5
TSP Advisors, LLC
RIAMercer Island, WA
AUM $317MTEAM 12REPS 4
Bison Creek Wealth Management LLC
RIAAUM $317MTEAM 1REPS 1
Redwood Wealth Management Group, LLC
RIAMedford, NJ
AUM $317MTEAM 4REPS 1
Vistamark Investments
RIAHinsdale, IL
AUM $317MTEAM 4REPS 4
Mendel Money Management Inc
RIANorthbrook, IL
AUM $317MTEAM 7REPS 4
Blue Barn Wealth
RIAOrem, UT
AUM $317MTEAM 9REPS 8
Swisher Financial Concepts, Inc.
RIAWesterville, OH
AUM $317MTEAM 8REPS 5
First Financial Group
RIARaleigh, NC
AUM $317MTEAM 4REPS 4
Councilor Wealth LLC
RIABethesda, MD
AUM $317MTEAM 13REPS 10
DKM Wealth Management, Inc.
RIAStockton, CA
AUM $317MTEAM 3REPS 3
Caro Investors
RIAChevy Chase, MD
AUM $317MTEAM 6REPS 2
The Mustico Financial Group, Inc.
RIAElmira, NY
AUM $317MTEAM 4REPS 4
Duet Advisory Services LLC
RIABingham Farms, MI
AUM $316MTEAM 7REPS 3
Salvus Wealth Management, LLC
RIARed Bank, NJ
AUM $316MTEAM 7REPS 8
OCA Ventures, LLC
RIAChicago, IL
AUM $316MTEAM 15REPS 4
Ferguson-Johnson Wealth Management, Inc.
RIARockville, MD
AUM $316MTEAM 4REPS 2
Harvest Management, L.L.C.
RIANew York, NY
AUM $316MTEAM 7REPS 3
Wealthcollab
RIABellevue, WA
AUM $316MTEAM 1REPS 1
Other AUM ranges
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