RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
TRM Advisors LP
RIASouthfield, MI
AUM $160MTEAM 9REPS 2
Blue Water Capital Management, LLC
RIAApex, NC
AUM $160MTEAM 2REPS 2
Season Investments, LLC
RIAColorado Springs, CO
AUM $160MTEAM 3REPS 3
Read & Powell Financial Services, LLC
RIAElko, NV
AUM $160MTEAM 3REPS 3
Wiregrass Asset Management
RIAThomasville, GA
AUM $160MTEAM 3REPS 1
RAI Wealth Management
RIAPlacentia, CA
AUM $160MTEAM 5REPS 4
Moulton Wealth Management, Inc
RIASpokane Valley, WA
AUM $160MTEAM 5REPS 3
Zidel Financial Inc.
RIABreckenridge, CO
AUM $160MTEAM 1REPS 1
Retirement Solutions Group
RIAFranklin, TN
AUM $160MTEAM 7REPS 4
Fairway Financial, LLC
RIACasselberry, FL
AUM $160MTEAM 3REPS 2
Green Horizon Partners Capital LLC
RIAAUM $160MTEAM 2REPS 1
Retirement Advisors, Inc.
RIAMobile, AL
AUM $160MTEAM 3REPS 1
Sycamore Investment Consulting Services, LLC
RIAMadison, WI
AUM $160MTEAM 2REPS 2
Blue Moon Capital Management LLC
RIABoston, MA
AUM $160MTEAM 9REPS 3
Capital Financial, LLC
RIAOlney, MD
AUM $159MTEAM 2REPS 2
Cornerstone Alternatives
RIAAUM $159MTEAM 6REPS 3
Adare Asset Management, LLC
RIALancaster, PA
AUM $159MTEAM 1REPS 1
Fusco Financial Services Inc
RIAWilton Manors, FL
AUM $159MTEAM 2REPS 2
U.S.A. Financial & Tax Services, LLC
RIAFarmington, CT
AUM $159MTEAM 3REPS 3
Strada Financial Group LLC
RIABoring, OR
AUM $159MTEAM 4REPS 2
Murray Investment Management, LLC
RIAHouston, TX
AUM $159MTEAM 2REPS 1
Modern Dollar Planning, LLC
RIASaint Louis, MO
AUM $159MTEAM 2REPS 2
Hackett Financial Group, LLC
RIAWimberley, TX
AUM $159MTEAM 7REPS 3
HDA Wealth Management, LLC
RIAPoland, OH
AUM $159MTEAM 2REPS 2
Other AUM ranges
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