RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Designs Wealth Management
RIAMiami, FL
AUM $261MTEAM 6REPS 3
Portfolio Advisors, Inc.
RIAFresno, CA
AUM $261MTEAM 7REPS 2
CGI Plan Advisors, Inc.
RIAFrazer, PA
AUM $261MTEAM 2REPS 2
Keystone Asset Management, Inc.
RIAMclean, VA
AUM $261MTEAM 5REPS 1
Prevail Wealth Management
RIAKirkland, WA
AUM $261MTEAM 5REPS 1
Trustwell Financial Advisors, LLC
RIAJacksonville, FL
AUM $261MTEAM 7REPS 5
Viawealth, LLC
RIALeawood, KS
AUM $261MTEAM 4REPS 4
GLR Partners
RIAColumbia, MD
AUM $261MTEAM 5REPS 4
DCM Advisors, LLC
RIANew York, NY
AUM $261MTEAM 11REPS 6
Winebrenner Capital Management LLC
RIALouisville, KY
AUM $260MTEAM 9REPS 6
Arco Global Management, LLC
RIAGuaynabo, PR
AUM $260MTEAM 2REPS 1
Alamar Capital Management, LLC
RIASanta Barbara, CA
AUM $260MTEAM 3REPS 2
Banker Investment Group
RIAWest Lafayette, IN
AUM $260MTEAM 4REPS 3
Nantucket Multi Managers, LLC
RIABloomfield Hills, MI
AUM $260MTEAM 5REPS 4
Brendel Financial Advisors LLC
RIAHanover, NH
AUM $260MTEAM 4REPS 2
Vistica Wealth Advisors, LLC
RIACarlsbad, CA
AUM $260MTEAM 5REPS 4
RFM Financial Solutions, LLC
RIAMount Pleasant, MI
AUM $260MTEAM 6REPS 3
Greenstone Belt Wealth Advisors, LLC
RIAChicago, IL
AUM $260MTEAM 5REPS 5
The Wealth Conservancy, Inc.
RIABoulder, CO
AUM $260MTEAM 6REPS 3
Capital Financial Advisors Of New York, LLC
RIAClifton Park, NY
AUM $260MTEAM 1REPS 2
Archetype Advisors, LLC
RIADoylestown, PA
AUM $260MTEAM 4REPS 2
Napatree Capital LLC
RIAWesterly, RI
AUM $260MTEAM 4REPS 2
1876 Partners, LP
RIATomball, TX
AUM $260MTEAM 8REPS 4
Grey Rock Energy Management, LLC
RIADallas, TX
AUM $260MTEAM 29REPS 6
Other AUM ranges
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