RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Meriwether Wealth & Planning, LLC
RIAMinden, LA
AUM $309MTEAM 8REPS 6
Samjo Management, LLC
RIANew York, NY
AUM $309MTEAM 3REPS 3
Synergy Financial Partners, LLC
RIADenver, CO
AUM $309MTEAM 5REPS 5
New Perspectives, Inc.
RIARidgeland, MS
AUM $309MTEAM 8REPS 4
Chronometer Partners LP
RIAPittsburgh, PA
AUM $308MTEAM 10REPS 2
Finivi Inc.
RIAWestborough, MA
AUM $308MTEAM 10REPS 7
Beacon Wealthcare LLC
RIARaleigh, NC
AUM $308MTEAM 6REPS 6
Merit Financial Partners LLC
RIAMaspeth, NY
AUM $308MTEAM 5REPS 5
Carriage Services Investment Advisors, Inc.
RIAHouston, TX
AUM $308MTEAM 4REPS 3
Covington & Associates, Inc.
RIAWestfield, NJ
AUM $308MTEAM 3REPS 3
Broadway Wealth Solutions
RIASan Antonio, TX
AUM $308MTEAM 11REPS 11
Kotys Wealth Professionals
RIAValparaiso, IN
AUM $308MTEAM 8REPS 6
S Squared Technology, LLC
RIAAUM $308MTEAM 4REPS 3
Battle Investment Group, LLC
RIAAtlanta, GA
AUM $308MTEAM 6REPS 2
Allsquare Wealth Management, LLC
RIAAlbany, NY
AUM $308MTEAM 5REPS 4
YIM Investment Management, LLC
RIAHonolulu, HI
AUM $308MTEAM 7REPS 3
Marathon Financial Group
RIABoston, MA
AUM $308MTEAM 6REPS 4
Generations Wealth, LLC
RIACincinnati, OH
AUM $308MTEAM 10REPS 2
Gentry Private Wealth
RIAWichita, KS
AUM $308MTEAM 8REPS 7
Grove Mountain Partners, LLC
RIAAtlanta, GA
AUM $308MTEAM 7REPS 1
Compass Wealth Management, LLC
RIAAtlanta, GA
AUM $308MTEAM 4REPS 2
Holland Advisory Services, Inc.
RIAOrmond Beach, FL
AUM $308MTEAM 17REPS 11
Doma Perpetual Capital Management LLC
RIAMiami, FL
AUM $308MTEAM 4REPS 3
Prepared Retirement Institute LLC
RIAMontgomeryville, PA
AUM $308MTEAM 11REPS 4
Other AUM ranges
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