RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Magnate Advisory Services, LLC
RIALouisville, KY
AUM $314MTEAM 7REPS 7
Ricketts Financial, LLC
RIALouisville, KY
AUM $314MTEAM 3REPS 2
Tieton Capital Management
RIAYakima, WA
AUM $314MTEAM 3REPS 2
Greylock Capital Management, LLC
RIAStamford, CT
AUM $314MTEAM 6REPS 4
Legacy Wealth Management Inc.
RIAManassas, VA
AUM $314MTEAM 11REPS 5
CTS Financial Planning, Inc.
RIAChicago, IL
AUM $314MTEAM 9REPS 4
Values Added Financial
RIAAUM $314MTEAM 9REPS 9
Paradigm, Strategies In Wealth Management, LLC
RIAMaple Grove, MN
AUM $314MTEAM 5REPS 4
Trust Advisory Group Ltd
RIABirmingham, AL
AUM $314MTEAM 22REPS 26
Carolina Wealth Advisors
RIAMyrtle Beach, SC
AUM $313MTEAM 6REPS 4
Melone Private Wealth, LLC
RIAAuburn Hills, MI
AUM $313MTEAM 4REPS 2
Jaguar Growth Asset Management, LLC
RIAMiami, FL
AUM $313MTEAM 7REPS 3
Hunter Street Partners, LP
RIAWayzata, MN
AUM $313MTEAM 9REPS 4
Scott Marsh Financial, LLC
RIAAUM $313MTEAM 10REPS 2
Hawkeye Capital Management, LLC
RIAMiami Beach, FL
AUM $313MTEAM 4REPS 2
JPC Wealth Management, Inc.
RIAPetaluma, CA
AUM $313MTEAM 3REPS 2
Brady Family Wealth, LLC
RIASaint Louis, MO
AUM $313MTEAM 5REPS 3
Wellment Financial
RIAElmhurst, IL
AUM $313MTEAM 21REPS 11
Columbia Advisory Partners, LLC
RIASpokane, WA
AUM $313MTEAM 19REPS 18
Lagoda Investment Management, L.P.
RIANew York, NY
AUM $313MTEAM 4REPS 2
Parkview US LLC
RIANew York, NY
AUM $312MTEAM 5REPS 2
Aspen Wealth Strategies, LLC
RIAArvada, CO
AUM $312MTEAM 7REPS 6
Topel & Distasi Wealth Management, LLC
RIABerkeley, CA
AUM $312MTEAM 3REPS 3
Monere Wealth Management, Inc.
RIASchaumburg, IL
AUM $312MTEAM 10REPS 11
Other AUM ranges
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