RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Carolina Financial Advisors, Inc.
RIAGreensboro, NC
AUM $241MTEAM 7REPS 5
PSC Capital Partners LLC
RIAMinneapolis, MN
AUM $241MTEAM 19REPS 4
The Kieckhefer Group
RIAMequon, WI
AUM $241MTEAM 3REPS 3
Corporate Consulting Group, Inc.
RIATulsa, OK
AUM $241MTEAM 2REPS 1
Burrus
RIASalt Lake City , UT
AUM $241MTEAM 5REPS 3
Richmond Brothers, Inc.
RIAJackson, MI
AUM $241MTEAM 20REPS 6
Barker Wealth Management, LLC
RIACamas, WA
AUM $241MTEAM 2REPS 2
Christine Messmer, P.C.
RIACollegeville, PA
AUM $241MTEAM 1REPS 1
Forbes Financial Planning, Inc.
RIAEast Greenwich, RI
AUM $241MTEAM 3REPS 1
Kane Investment Management, Inc.
RIALos Gatos, CA
AUM $241MTEAM 9REPS 5
Eads & Heald Wealth Management
RIAAtlanta, GA
AUM $240MTEAM 6REPS 4
Blueline Capital
RIASan Francisco, CA
AUM $240MTEAM 7REPS 3
Interactive Financial Advisors
RIANew Lenox, IL
AUM $240MTEAM 33REPS 34
Storehouse Financial LLC
RIAFort Worth, TX
AUM $240MTEAM 6REPS 6
Keystone Financial Services, LLC
RIAOmaha, NE
AUM $240MTEAM 11REPS 8
Delta Capital Management LLC
RIARed Bank, NJ
AUM $240MTEAM 4REPS 3
Lumina Wealth Management, LLC
RIAWilmington, NC
AUM $240MTEAM 3REPS 3
Allied Portfolio Management, Inc.
RIATucson, AZ
AUM $240MTEAM 2REPS 2
Clearfield Capital Management LP
RIANew York, NY
AUM $240MTEAM 4REPS 2
Buttonwood Group Advisors LLC
RIAUniondale, NY
AUM $240MTEAM 4REPS 2
Kaiyo Wealth LLC
RIASan Diego, CA
AUM $240MTEAM 4REPS 3
Jennings & Associates Financial Advisors, LLC
RIAPaducah, KY
AUM $240MTEAM 8REPS 5
True Wealth Advisory Group
RIACoral Gables, FL
AUM $240MTEAM 4REPS 4
Lane Brothers Investment Counsel
RIAPrescott, AZ
AUM $240MTEAM 6REPS 5
Other AUM ranges
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