RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Founders Capital Management Inc
RIAHouston, TX
AUM $282MTEAM 3REPS 4
Caruso Mclean & Co, Inc.
RIAUtica, NY
AUM $282MTEAM 5REPS 4
Banyan Capital Management, Inc.
RIAAtlanta, GA
AUM $282MTEAM 3REPS 3
Copperleaf Capital, LLC
RIAConcord, NC
AUM $282MTEAM 7REPS 4
Sandbridge Investment Management, LLC
RIALos Angeles, CA
AUM $282MTEAM 3REPS 2
B.A. Schrock Wealth Management
RIAWadsworth, OH
AUM $282MTEAM 6REPS 5
Palm Valley Capital Management
RIAJacksonville Beach, FL
AUM $282MTEAM 2REPS 3
Trinity Wealth Advisors LLC
RIASaint Louis, MO
AUM $282MTEAM 8REPS 4
Successful Portfolios LLC
RIAClearwater, FL
AUM $282MTEAM 3REPS 3
Fortitude Financial LLC
RIASpokane, WA
AUM $282MTEAM 7REPS 5
Bennington Financial Planning Group
RIABennington, VT
AUM $281MTEAM 3REPS 3
Brookline Investments, Inc.
RIAMountain Brk, AL
AUM $281MTEAM 3REPS 3
GPM Growth Investors, Inc.
RIABloomfield Hills, MI
AUM $281MTEAM 5REPS 5
Miller Avenue Advisors LLC
RIAMill Valley, CA
AUM $281MTEAM 3REPS 3
Smith Asset Management Co, LLC
RIAChiefland, FL
AUM $281MTEAM 7REPS 4
Riverbend Wealth Management, LLC
RIAMyrtle Beach, SC
AUM $281MTEAM 8REPS 4
RCS Financial Planning, LLC
RIAAnnapolis, MD
AUM $281MTEAM 2REPS 2
WMS Advisors, LLC
RIACharlotte, NC
AUM $281MTEAM 7REPS 5
Seven Hills Financial, LLC
RIATallahassee, FL
AUM $281MTEAM 5REPS 5
Plustick Management LLC
RIACharlottesville, VA
AUM $281MTEAM 4REPS 2
Harlan Capital Partners LLC
RIAPalm Beach, FL
AUM $281MTEAM 9REPS 2
Worth Advisors
RIACharlotte, NC
AUM $281MTEAM 15REPS 7
Wilson & Boucher Capital Management, LLC
RIAAUM $280MTEAM 2REPS 2
Family Financial
RIAManhattan Beach, CA
AUM $280MTEAM 4REPS 3
Other AUM ranges
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