RIAs: $100M – $500M AUM
7,654 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Maggi Investment Services, LLC
RIAOldsmar, FL
AUM $154MTEAM 3REPS 2
Solpacific, LLC
RIADuluth, MN
AUM $154MTEAM 8REPS 3
Millennium Investment Services
RIAVan Nuys, CA
AUM $154MTEAM 3REPS 2
Atlas
RIAAUM $154MTEAM 8REPS 7
Alcion Ventures, L.P.
RIABurlington, MA
AUM $154MTEAM 6REPS 3
Uptown Capital Advisors
RIADallas, TX
AUM $154MTEAM 2REPS 2
Shining Rock Advisors LLC
RIAAsheville, NC
AUM $154MTEAM 2REPS 2
S&S Wealth Management
RIAGrand Prairie, TX
AUM $154MTEAM 3REPS 4
Waterrock Wealth Management
RIAAlbuquerque, NM
AUM $154MTEAM 5REPS 5
Trails Edge Wealth Advisers, LLC
RIAAUM $154MTEAM 2REPS 2
Maiden Cove Capital
RIAYarmouth, ME
AUM $154MTEAM 3REPS 2
Worthington Wealth Management
RIAWorthington, OH
AUM $154MTEAM 6REPS 4
Platt Investment Counsel, LLC
RIAAUM $154MTEAM 1REPS 1
Alpha Dog Advisors, Ruff
RIACranston, RI
AUM $154MTEAM 3REPS 3
Graver Capital Management, LLC
RIAColumbus, OH
AUM $154MTEAM 4REPS 2
Alessandra Capital Management, LLC
RIATorrance, CA
AUM $154MTEAM 3REPS 2
R.H. Dinel Investment Counsel,Inc.
RIALos Angeles, CA
AUM $154MTEAM 2REPS 3
Wise Wealth Partners, LLC
RIAPhoenix, AZ
AUM $153MTEAM 2REPS 2
Arta Finance
RIAMountain View, CA
AUM $153MTEAM 68REPS 6
Lexington Capital Management LP
RIALakewood, NJ
AUM $153MTEAM 9REPS 3
Paragon Wealth Management
RIAProvo, UT
AUM $153MTEAM 5REPS 3
Clear Retirement Advice LLC
RIASan Mateo, CA
AUM $153MTEAM 1REPS 1
Steve Lynch Wealth Management
RIAAlbuquerque, NM
AUM $153MTEAM 3REPS 2
American Asset Management Inc.
RIABoca Raton, FL
AUM $153MTEAM 1REPS 1
Other AUM ranges
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