RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Five Eleven Partners
RIAGarden City, NY
AUM $163MTEAM 7REPS 4
Main Advisory, Inc.
RIACanonsburg, PA
AUM $163MTEAM 4REPS 2
1207 Capital Group, LLC
RIAJuneau, AK
AUM $163MTEAM 4REPS 3
Westrock Asset Management, LLC
RIALittle Rock, AR
AUM $163MTEAM 12REPS 5
Sagace Wealth Management
RIASt Petersburg, FL
AUM $163MTEAM 7REPS 7
Marquee Capital Advisors
RIAChicago, IL
AUM $163MTEAM 21REPS 7
Four Financial Management
RIAAnn Arbor, MI
AUM $163MTEAM 7REPS 6
MCS Family Wealth Advisors
RIAAUM $163MTEAM 2REPS 2
Lewinter Wealth Advisors, LLC
RIAAUM $163MTEAM 1REPS 3
Savant Investment Advisers, Inc.
RIAHomewood, IL
AUM $163MTEAM 3REPS 3
Dedicated Capital Advisors, LLC
RIASan Francisco, CA
AUM $162MTEAM 2REPS 2
Taurus Financial
RIAJersey City, NJ
AUM $162MTEAM 3REPS 3
Tempered Investment Management Ltd.
RIANorth Vancouver British Columbia
AUM $162MTEAM 5REPS 2
Bestgate Wealth Advisors, LLC
RIAFrederick, MD
AUM $162MTEAM 9REPS 3
F.I.G. Financial Advisory Services, Inc.
RIAOklahoma City, OK
AUM $162MTEAM 3REPS 3
Tessara Wealth
RIABurlingame, CA
AUM $162MTEAM 6REPS 3
Joss Brown Wealth Advisors
RIAWilliamsburg, VA
AUM $162MTEAM 5REPS 5
Dyche, Riley, & Selman Wealth Management
RIAFayetteville, GA
AUM $162MTEAM 4REPS 3
Maple Park Capital
RIADallas, TX
AUM $162MTEAM 8REPS 3
Freedom Family Office, LLC
RIAAUM $162MTEAM 10REPS 6
Wolfstich Capital, LLC
RIAMedfield, MA
AUM $162MTEAM 1REPS 1
Shepherd Wealth Management
RIACincinnati, OH
AUM $162MTEAM 4REPS 4
Banyan Global Investment Advisors, LLC
RIABoca Raton, FL
AUM $162MTEAM 4REPS 3
Gutt Financial Management, LLC
RIAAtlanta, GA
AUM $162MTEAM 2REPS 1
Other AUM ranges
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