RIAs: $100M – $500M AUM
7,654 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Quorus Inc.
RIAWestport, CT
AUM $148MTEAM 7REPS 7
Hundredfold Advisors, LLC
RIAVirginia Beach, VA
AUM $148MTEAM 2REPS 2
Stavis Wealth Transfer Solutions
RIAHouston, TX
AUM $148MTEAM 6REPS 4
Mueller Wealth
RIAMishicot, WI
AUM $148MTEAM 5REPS 2
Nich Capital Partners, Inc.
RIAAUM $148MTEAM 2REPS 2
Broadwing Capital Advisors, Inc.
RIALarkspur, CA
AUM $148MTEAM 2REPS 2
Total Wealth Solutions
RIALos Altos, CA
AUM $148MTEAM 2REPS 1
Mission Hill Advisors, LLC
RIAAustin, TX
AUM $148MTEAM 1REPS 1
Barrett Wealth Connection LLC
RIASpring Grove, IL
AUM $148MTEAM 2REPS 2
Paller Financial Services, Inc.
RIACentennial, CO
AUM $148MTEAM 6REPS 3
Geovest Advisors Inc
RIAFairport, NY
AUM $148MTEAM 6REPS 4
Bulwark Capital Corporation
RIAAUM $148MTEAM 2REPS 2
Fairfax Global Investment Management LLC
RIAAUM $148MTEAM 7REPS 6
Catchment Capital, L.P.
RIANew York, NY
AUM $148MTEAM 8REPS 2
Tuve Investment Management, Inc.
RIAWaterloo, IA
AUM $148MTEAM 6REPS 2
Flyover Capital Partners, LLC
RIAKansas City, MO
AUM $148MTEAM 8REPS 4
Financial Avenues
RIAAUM $148MTEAM 4REPS 4
AWH Capital, L.P.
RIADallas, TX
AUM $148MTEAM 3REPS 2
Plan2thrive Financial
RIAEldridge, IA
AUM $148MTEAM 4REPS 4
Stembrook Asset Management, LLC
RIARed Bank, NJ
AUM $148MTEAM 2REPS 2
Chung Wu Investment Group, LLC
RIASugar Land, TX
AUM $147MTEAM 2REPS 2
Peachcap Tax & Advisory, LLC
RIAAtlanta, GA
AUM $147MTEAM 4REPS 7
Edmp, Inc.
RIALutz, FL
AUM $147MTEAM 3REPS 3
Blue Bear Financial, LLC
RIAAUM $147MTEAM 6REPS 3
Other AUM ranges
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