RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Krensavage Asset Management, LLC
RIANew York, NY
AUM $300MTEAM 4REPS 2
Cloud Capital Management
RIASeattle, WA
AUM $300MTEAM 5REPS 6
Spreng Capital Management, Inc.
RIABucyrus, OH
AUM $300MTEAM 4REPS 3
Optimum Financial Services, LLC
RIAJackson, MS
AUM $300MTEAM 4REPS 3
Guardian Wealth Advisors, LLC
RIASt Louis Park, MN
AUM $300MTEAM 7REPS 4
Azzendo Wealth Advisors
RIACoral Gables, FL
AUM $300MTEAM 7REPS 5
Birchcreek Wealth Management, LLC
RIAMiamisburg, OH
AUM $300MTEAM 5REPS 3
Monterey Wealth
RIAAtlanta, GA
AUM $300MTEAM 3REPS 4
Kennon Financial
RIASarasota, FL
AUM $300MTEAM 3REPS 1
Capital West Partners, LLC
RIATucson, AZ
AUM $300MTEAM 3REPS 2
Silver Oak Wealth Advisors Services, LLC
RIALos Angeles, CA
AUM $300MTEAM 7REPS 3
Cic, LLC
RIAMarco Island, FL
AUM $300MTEAM 2REPS 2
Panoramic Capital, LLC
RIALarkspur, CA
AUM $300MTEAM 5REPS 2
Stonecrop Wealth Advisors, LLC
RIAWest Chester, PA
AUM $300MTEAM 7REPS 5
Security First Financial
RIASwartz Creek, MI
AUM $300MTEAM 2REPS 5
Maner Wealth
RIALansing, MI
AUM $299MTEAM 3REPS 4
Greenhaven Road Investment Management, LP
RIAGreenwich, CT
AUM $299MTEAM 4REPS 2
Polpo Capital Management LLC
RIAAUM $299MTEAM 5REPS 3
Stonepath Wealth Management
RIATraverse City, MI
AUM $299MTEAM 13REPS 9
MQS Management, LLC
RIANew York, NY
AUM $299MTEAM 18REPS 2
Peterson Financial Group, Inc.
RIADes Moines, IA
AUM $299MTEAM 11REPS 4
Hamrick Investment Counsel, LLC
RIASeattle, WA
AUM $299MTEAM 2REPS 3
Kovalcik & Geraghty Wealth Partners LLP
RIAUpper Arlington, OH
AUM $299MTEAM 4REPS 2
Villafranco Wealth Management
RIAAUM $299MTEAM 4REPS 2
Other AUM ranges
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