RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Partners, LLC
RIASanta Fe, NM
AUM $182MTEAM 4REPS 4
Mrd, Inc.
RIAAUM $182MTEAM 2REPS 1
Emmett Investment Management, LP
RIANew York, NY
AUM $182MTEAM 2REPS 1
Cannon Advisors
RIACharlotte, NC
AUM $182MTEAM 5REPS 7
Epilog Partners, LP
RIABoston, MA
AUM $182MTEAM 3REPS 1
Bradesco Global Advisors
RIACoral Gables, FL
AUM $182MTEAM 21REPS 27
U.S. Wealth Group, LLC
RIAAUM $182MTEAM 2REPS 1
Retirement Solutions Group
RIAFranklin, TN
AUM $182MTEAM 7REPS 4
RBP Investment Advisors Inc.
RIAAUM $182MTEAM 4REPS 2
New Dimensions Wealth Management, L.L.C.
RIAAllen, TX
AUM $182MTEAM 3REPS 2
Lakeshore Capital Group, Inc.
RIARolling Meadows, IL
AUM $181MTEAM 3REPS 3
Spahn Wealth & Retirement LLC
RIAScottsdale, AZ
AUM $181MTEAM 2REPS 1
Balanced Financial Planning, Inc.
RIAOverland Park, KS
AUM $181MTEAM 3REPS 1
Rutherford Asset Planning, Inc.
RIATampa, FL
AUM $181MTEAM 2REPS 1
Spear Advisors LLC
RIAAUM $181MTEAM 1REPS 1
Front Porch Financial Advisory
RIACharlotte, NC
AUM $181MTEAM 1REPS 2
Private Client Asset Management, Inc.
RIAMassapequa, NY
AUM $181MTEAM 2REPS 2
WAX Asset Management LLC
RIAAUM $181MTEAM 1REPS 2
Vauban Wealth Management
RIAGuaynabo, PR
AUM $181MTEAM 2REPS 3
Murphy Clarke Williams & Stone LLC
RIAMiami Beach, FL
AUM $181MTEAM 2REPS 3
Chronos Capital Advisors LLC
RIAMiami, FL
AUM $181MTEAM 2REPS 2
Cole Wealth Management, LLC
RIAScottsdale, AZ
AUM $181MTEAM 4REPS 4
Stonepine Capital Management, LLC
RIABend, OR
AUM $181MTEAM 4REPS 3
Carry Advisors LLC
RIABrooklyn, NY
AUM $181MTEAM 2REPS 2
Other AUM ranges
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