RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Genter Advisors LLC
RIALos Angeles, CA
AUM $183MTEAM 63REPS 16
Marathon Strategic Advisors, LLC
RIAPittsburgh, PA
AUM $183MTEAM 2REPS 1
Kuhn & Company Investment Counsel, LLC
RIAChicago, IL
AUM $183MTEAM 3REPS 4
Invariant Investment Management
RIACamp Hill, PA
AUM $183MTEAM 7REPS 6
Snavely Associates Financial Services
RIALemoyne, PA
AUM $183MTEAM 2REPS 2
Godfrey Financial Associates, Inc.
RIAGlenmont, NY
AUM $183MTEAM 3REPS 3
Summit Wealth Group, LLC
RIATulsa, OK
AUM $182MTEAM 8REPS 3
Wold Financial Group
RIAMendota Heights, MN
AUM $182MTEAM 3REPS 3
The Pension Group
RIADublin, OH
AUM $182MTEAM 9REPS 2
GSI Capital Advisors LLC
RIANewport Beach, CA
AUM $182MTEAM 4REPS 3
Clearview Wealth Management
RIACharlotte, NC
AUM $182MTEAM 4REPS 3
Righthand Capital, LLC
RIAWest Newton, MA
AUM $182MTEAM 3REPS 2
Marsh Wealth Management, LLC
RIAKnoxville, TN
AUM $182MTEAM 6REPS 3
Kingstone Capital Partners Texas, LLC
RIAFrisco, TX
AUM $182MTEAM 8REPS 6
Barrett Upton Capital Partners
RIALake Forest, IL
AUM $182MTEAM 9REPS 5
Riho Partners, LLC
RIAAUM $182MTEAM 1REPS 1
Four Tree Island Advisory LLC
RIAPortsmouth, NH
AUM $182MTEAM 2REPS 2
Financial Freedom for Dentists LLC
RIASnoqualmie, WA
AUM $182MTEAM 3REPS 3
Angeles Family Office
RIASanta Monica, CA
AUM $182MTEAM 5REPS 4
Allegiance Financial Advisors, Inc.
RIAJacksonville, FL
AUM $182MTEAM 7REPS 7
Martin Capital Advisors, LLP
RIASan Antonio, TX
AUM $182MTEAM 9REPS 9
Freestate Advisors LLC
RIAOverland Park, KS
AUM $182MTEAM 9REPS 9
Dark Horse Advisors LLC
RIAAUM $182MTEAM 7REPS 6
Trilinc Global Advisors, LLC
RIAManhattan Beach, CA
AUM $182MTEAM 19REPS 4
Other AUM ranges
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