RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Robbins Wealth Management
RIAErie, PA
AUM $242MTEAM 3REPS 4
Mori Huston Partners
RIAMiami, FL
AUM $242MTEAM 2REPS 2
Caymus Equity Partners, LLC
RIAAtlanta, GA
AUM $242MTEAM 11REPS 3
1620 Investment Advisors, Inc.
RIAPlymouth, MA
AUM $242MTEAM 5REPS 6
True Measure Wealth Management
RIAElkhorn, NE
AUM $242MTEAM 2REPS 2
Prism Planning Partners
RIALibertyville, IL
AUM $242MTEAM 4REPS 4
Wealth Management Corporation
RIATallahassee, FL
AUM $242MTEAM 6REPS 3
Treasure Coast Financial Planning, Inc.
RIAVero Beach, FL
AUM $241MTEAM 6REPS 5
DFN Management LLC
RIATampa, FL
AUM $241MTEAM 6REPS 5
Maven Royalty Management, LLC
RIAShreveport, LA
AUM $241MTEAM 26REPS 5
Constitution Investment Advisory And Portfolio Management
RIAShelton, CT
AUM $241MTEAM 6REPS 3
Tabr Capital Management, LLC
RIAOrange, CA
AUM $241MTEAM 3REPS 2
Turnbridge Capital, LLC
RIALittle Elm, TX
AUM $241MTEAM 3REPS 7
Bland Garvey Wealth Advisors, LLC
RIARichardson, TX
AUM $241MTEAM 5REPS 5
Tenere Capital, LLC
RIANew York, NY
AUM $241MTEAM 5REPS 3
Capstone Ria
RIABellingham, WA
AUM $241MTEAM 3REPS 3
English Capital Management LLC
RIABloomfield Hills, MI
AUM $241MTEAM 2REPS 1
Bayntree Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $241MTEAM 13REPS 6
Barnstone Advisors LLC
RIAPhoenixville, PA
AUM $241MTEAM 4REPS 3
CFG Retirement
RIAEdina, MN
AUM $241MTEAM 7REPS 3
Greybull Partners LLC
RIAAtlanta, GA
AUM $241MTEAM 20REPS 3
Bassam Wealth Management, LLC
RIAPalm Beach, FL
AUM $241MTEAM 3REPS 1
Armatus Capital Management, LLC
RIAAUM $241MTEAM 6REPS 3
Carlin Wealth Management Group, LLC
RIAAustin, TX
AUM $241MTEAM 4REPS 3
Other AUM ranges
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