RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
JP Wealth Management, Inc.
RIAMount Pleasant, SC
AUM $274MTEAM 2REPS 3
Doceo Wealth, LLC
RIAMeridian, ID
AUM $274MTEAM 7REPS 6
Udine Wealth Management Inc.
RIAAUM $274MTEAM 2REPS 2
James River Asset Management, LLC
RIAMidlothian, VA
AUM $274MTEAM 9REPS 6
Truewealth Financial Partners
RIABellevue, WA
AUM $274MTEAM 4REPS 5
Interalpen Partners, LLC
RIAOmaha, NE
AUM $274MTEAM 11REPS 3
Birmingham Capital Management Co Inc
RIABirmingham, AL
AUM $274MTEAM 1REPS 2
Chapel Bridge Wealth Advisors
RIASan Juan, PR
AUM $274MTEAM 3REPS 3
Graceada Partners
RIAModesto, CA
AUM $273MTEAM 25REPS 8
Legacy Capital
RIAThe Woodlands, TX
AUM $273MTEAM 3REPS 3
Reckoner Capital Management LLC
RIANew York, NY
AUM $273MTEAM 26REPS 4
Normandy Investment Advisors
RIALeawood, KS
AUM $273MTEAM 5REPS 5
Valor Financial Services, LLC
RIAKnoxville, TN
AUM $273MTEAM 2REPS 2
Cardinal Wealth Advisory, LLC
RIAMemphis, TN
AUM $273MTEAM 3REPS 2
Uhlmann Investment Management, L.L.C.
RIASkokie, IL
AUM $273MTEAM 11REPS 15
TFP Management, LLC
RIABettendorf, IA
AUM $273MTEAM 4REPS 3
Bluestone Wealth Management LLC
RIAKeene, NH
AUM $273MTEAM 2REPS 2
Knox Wealth Partners Advisory
RIAKnoxville, TN
AUM $273MTEAM 7REPS 7
Conscious Wealth Investments, LLC
RIAAtlanta, GA
AUM $273MTEAM 7REPS 4
South Shore Capital Advisors, LLC
RIABoston, MA
AUM $273MTEAM 3REPS 3
Nestegg Advisors, Inc.
RIAHauppauge, NY
AUM $273MTEAM 5REPS 3
Retirement Strategies, Ltd.
RIADublin, OH
AUM $273MTEAM 10REPS 5
E. A. Horwitz LLC
RIADeerfield, IL
AUM $273MTEAM 13REPS 10
Nolet Wealth Management, LLC
RIAFort Worth, TX
AUM $273MTEAM 4REPS 3
Other AUM ranges
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