RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Palm Wealth Partners
RIABoca Raton, FL
AUM $179MTEAM 9REPS 9
The Dowling Group Wealth Management
RIARiverside, CT
AUM $179MTEAM 3REPS 2
Timmons Wealth Management
RIAAttleboro, MA
AUM $179MTEAM 3REPS 1
Spring Lake Equity Gp LLC
RIABurlington, MA
AUM $179MTEAM 3REPS 4
Jordanelle Capital
RIASalt Lake City , UT
AUM $179MTEAM 2REPS 2
Dolan Capital Advisors, LLC
RIACharlotte, NC
AUM $179MTEAM 4REPS 2
O'Connor Wealth Management, Inc.
RIAMonrovia, CA
AUM $179MTEAM 2REPS 2
Benchmark Wealth Management
RIACincinnati, OH
AUM $179MTEAM 6REPS 3
Brightree Wealth Management, LLC
RIAAUM $179MTEAM 3REPS 2
Gallo Partners LP
RIAAUM $179MTEAM 5REPS 2
Parvin Asset Management, LLC
RIASioux Falls, SD
AUM $179MTEAM 6REPS 4
Mirretti Perryman Wealth Strategies, LLC
RIASkokie, IL
AUM $179MTEAM 4REPS 3
True Square Financial LLC
RIAAtlanta, GA
AUM $179MTEAM 1REPS 1
Collaborative Portfolio Management
RIAOverland Park, KS
AUM $179MTEAM 4REPS 4
The Planner's Edge LLC
RIAMercer Island, WA
AUM $179MTEAM 3REPS 3
PSP Research LLC
RIAAUM $179MTEAM 1REPS 1
Maroon Pass Advisors LP
RIAAustin, TX
AUM $179MTEAM 2REPS 2
Clearview Wealth Management
RIAIrvine, CA
AUM $179MTEAM 3REPS 2
AJF Capital Management, Inc.
RIANew York, NY
AUM $179MTEAM 4REPS 4
Keystone Financial Resources, LLC
RIABrentwood, TN
AUM $179MTEAM 4REPS 4
Core Financial Advisors
RIASan Bernardino, CA
AUM $179MTEAM 5REPS 4
Liberty One Wealth Advisors
RIAPhiladelphia, PA
AUM $178MTEAM 5REPS 5
Legacy Wealth Advisors, LLC
RIASan Jose, CA
AUM $178MTEAM 6REPS 2
Glass Lakes Capital Management LLC
RIAOverland Park, KS
AUM $178MTEAM 2REPS 2
Other AUM ranges
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