RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
CEF Advisors
RIAAUM $186MTEAM 6REPS 2
Winthrop Partners - Wny, LLC
RIAOrchard Park, NY
AUM $186MTEAM 4REPS 5
Amber Infrastructure Investment Advisor LLC
RIANew York, NY
AUM $186MTEAM 33REPS 4
Granite Financial Group
RIABrookfield, WI
AUM $186MTEAM 2REPS 2
First Analysis Capital Management LLC
RIAChicago, IL
AUM $186MTEAM 25REPS 1
Merited Wealth, LLC
RIANorth Bay Village, FL
AUM $186MTEAM 8REPS 5
Eagle Investment Advisors
RIADowningtown, PA
AUM $186MTEAM 2REPS 2
Total Wealth Services, LLC
RIAWestlake Village, CA
AUM $186MTEAM 6REPS 7
Gibson Wealth Advisors, LLC
RIAAUM $186MTEAM 3REPS 4
Vigil Wealth Management, LLC
RIAPonte Vedra, FL
AUM $186MTEAM 4REPS 3
Ridge Capital Management, LLC
RIAJohns Creek, GA
AUM $186MTEAM 6REPS 3
Hillspring Financial, Inc.
RIASurprise, AZ
AUM $186MTEAM 4REPS 2
Schrum Private Wealth Management, LLC
RIASt. Augustine, FL
AUM $186MTEAM 3REPS 3
Retirement Financial Group, LLC
RIABeaumont, TX
AUM $186MTEAM 4REPS 4
Hudson Portfolio Management LLC
RIAGarrison, NY
AUM $186MTEAM 5REPS 2
Oak Capital Advisors
RIAAUM $186MTEAM 1REPS 1
The Kocen Financial Group, Inc.
RIARancho Mirage, CA
AUM $186MTEAM 5REPS 5
Lifetime Wealth Management, LLC
RIAAUM $186MTEAM 3REPS 4
Liberty Atlantic Advisors
RIAFlorence
AUM $186MTEAM 8REPS 9
Diamond Client Group, LLC
RIAThe Woodlands, TX
AUM $186MTEAM 11REPS 12
S.F. Ehrlich Associates, Inc.
RIACranford, NJ
AUM $186MTEAM 2REPS 2
ASH Investment Partners, LLC
RIAAtlanta, GA
AUM $186MTEAM 10REPS 3
Doheny Asset Management, L.L.C.
RIALos Angeles, CA
AUM $186MTEAM 3REPS 3
First Mason Financial, LLC
RIAMedina, OH
AUM $186MTEAM 3REPS 1
Other AUM ranges
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