RIAs: $100M – $500M AUM
7,657 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Grand Central Investment Group, LLC
RIATampa, FL
AUM $196MTEAM 5REPS 4
Amphora Wealth Management, LLC
RIAChapel Hill, NC
AUM $196MTEAM 3REPS 3
Reyes Financial Architecture Inc.
RIASan Diego, CA
AUM $196MTEAM 5REPS 5
Smith Partners Wealth Management, LLC
RIAGreensboro, NC
AUM $196MTEAM 4REPS 3
Bellingrath Wealth Management, L.L.C.
RIANew Orleans, LA
AUM $196MTEAM 6REPS 3
Hummer Financial Advisory Services Inc
RIAAUM $196MTEAM 1REPS 1
Trueman Brown
RIALake Zurich, IL
AUM $196MTEAM 2REPS 1
Frazier Financial Consultants, LLC
RIAChapel Hill, NC
AUM $196MTEAM 3REPS 3
Monson Wealth Management LLC
RIAAUM $196MTEAM 1REPS 2
Golden Gate Personal Financial Planning
RIASan Francisco, CA
AUM $196MTEAM 1REPS 1
Hillman Capital Management Inc
RIABethesda, MD
AUM $196MTEAM 7REPS 4
Interactive Advisers, Interactive Advisors
RIALondon
AUM $196MTEAM 17REPS 5
J.K. Financial, Inc.
RIADallas, TX
AUM $196MTEAM 3REPS 2
J2 Capital Management, Inc.
RIATroy, MI
AUM $196MTEAM 3REPS 3
Tepp Wealth Management
RIAWestfield, NJ
AUM $196MTEAM 6REPS 3
Marvin & Palmer Associates
RIAWilmington, DE
AUM $196MTEAM 7REPS 7
Stonetree Investment Partners LLC
RIADallas, TX
AUM $196MTEAM 6REPS 0
ARK Advisors LLC
RIABloomington, IL
AUM $196MTEAM 2REPS 3
Vfpe Advisors LLC
RIAAudubon, PA
AUM $196MTEAM 6REPS 4
North Ground Capital
RIAAUM $196MTEAM 3REPS 3
Charter Wealth Management
RIARaleigh, NC
AUM $196MTEAM 4REPS 4
Clark & Stuart Inc
RIAPortland, ME
AUM $196MTEAM 4REPS 3
Frazee Investment Consulting, Inc.
RIAMemphis, TN
AUM $196MTEAM 3REPS 3
Atcap Partners, LLC
RIARockville, MD
AUM $196MTEAM 26REPS 26
Other AUM ranges
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