RIAs: $100M – $500M AUM

7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.

SMITH FINANCIAL

RIA

KOKOMO, IN

AUM $457MTEAM 5REPS 3

MOSELEY INVESTMENT MANAGEMENT, INC.

RIA

BRADENTON, FL

AUM $457MTEAM 7REPS 4

WEALTH ADVISORS OF TAMPA BAY

RIA

TAMPA, FL

AUM $457MTEAM 8REPS 4

GARDNER LEWIS ASSET MANAGEMENT LP

RIA

CHADDS FORD, PA

AUM $456MTEAM 8REPS 2

TRUE WAVE WEALTH PLANNERS

RIA

SACRAMENTO, CA

AUM $456MTEAM 6REPS 3

ACCESS INVESTMENT MANAGEMENT, LLC

RIA

Atlanta, GA

AUM $456MTEAM 2REPS 3

AGH WEALTH ADVISORS, LLC

RIA

WICHITA, KS

AUM $456MTEAM 6REPS 7

FIVE OCEANS ADVISORS

RIA

AUM $456MTEAM 8REPS 5

TRUENORTH WEALTH & IMPACT, LLC

RIA

JOPLIN, MO

AUM $456MTEAM 5REPS 3

FLORIDA FINANCIAL ADVISORS, LLC

RIA

TAMPA, FL

AUM $456MTEAM 667REPS 685

WORTH VENTURE PARTNERS, LLC

RIA

FORT LEE, NJ

AUM $456MTEAM 11REPS 4

LGT FINANCIAL ADVISORS LLC

RIA

DALLAS, TX

AUM $456MTEAM 5REPS 3

BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.

RIA

CHICAGO, IL

AUM $456MTEAM 20REPS 3

CYPRESS ASSET MANAGEMENT INC

RIA

HOUSTON, TX

AUM $456MTEAM 5REPS 4

MULLOOLY ASSET MANAGEMENT, INC.

RIA

WALL TOWNSHIP, NJ

AUM $456MTEAM 4REPS 4

CHANEY CAPITAL MANAGEMENT INC.

RIA

LYNNWOOD, WA

AUM $456MTEAM 6REPS 6

COVE PRIVATE WEALTH, LLC

RIA

OYSTER BAY, NY

AUM $455MTEAM 2REPS 3

SICART ASSOCIATES, LLC

RIA

New York, NY

AUM $455MTEAM 3REPS 2

FLOURISH WEALTH MANAGEMENT INC.

RIA

EDINA, MN

AUM $455MTEAM 7REPS 4

EAGLE CAPITAL MANAGEMENT, LLC

RIA

MANDEVILLE, LA

AUM $455MTEAM 3REPS 2

LEGACY WEALTH MANAGEMENT, LLC

RIA

RIDGELAND, MS

AUM $455MTEAM 4REPS 4

CEDAR COVE WEALTH PARTNERS

RIA

BLOOMINGTON, MN

AUM $455MTEAM 14REPS 11

IVC WEALTH ADVISORS LLC

RIA

SILVERDALE, PA

AUM $455MTEAM 8REPS 6

CONSILIUM INVESTMENT MANAGEMENT LLC

RIA

Fort Lauderdale, FL

AUM $455MTEAM 17REPS 3

Other AUM ranges

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