RIAs: $100M – $500M AUM

7,654 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.

FIT Wealth Management

RIA

Centennial, CO

AUM $147MTEAM 3REPS 3

Outlook Capital Management, LLC

RIA

Arlington Heights, IL

AUM $147MTEAM 2REPS 1

Chelsea Advisory Services, Inc

RIA

Staten Island, NY

AUM $147MTEAM 30REPS 30

Rabe Investment Consulting Group

RIA

Richfield, OH

AUM $147MTEAM 3REPS 2

Horizon Wealth

RIA

Denver, CO

AUM $147MTEAM 7REPS 8

Cross Border Financial Planning USA LLC

RIA

Philadelphia, PA

AUM $147MTEAM 3REPS 4

DBA Big Money Retirement And Big Retirement

RIA

Greenville, SC

AUM $147MTEAM 25REPS 10

Wealthpoint Advisors

RIA

Cramerton, NC

AUM $147MTEAM 7REPS 4

Spark Financial Advisors

RIA

Richmond, VA

AUM $147MTEAM 7REPS 3

Cross Shore Capital Management, LLC

RIA

Great Neck, NY

AUM $147MTEAM 5REPS 5

Elite Life Management LLC

RIA

Erie, PA

AUM $147MTEAM 4REPS 7

Entelevest, LLC

RIA

Coral Gables, FL

AUM $147MTEAM 3REPS 3

Holbrook Global Strategies

RIA

Palo Alto, CA

AUM $147MTEAM 1REPS 1

The Prosperity People

RIA

Bellevue, KY

AUM $147MTEAM 6REPS 5

Heritage Capital, LLC

RIA

Woodbridge, CT

AUM $147MTEAM 3REPS 3

Koon Financial Planning & Consulting/Kfp&C

RIA

Greenwood, IN

AUM $147MTEAM 2REPS 3

Proficient Wealth Counselors, LLC

RIA

Norwood, MA

AUM $147MTEAM 1REPS 1

Bucher Wealth Advisors

RIA

San Mateo, CA

AUM $147MTEAM 1REPS 1

CLF Asset Management, Inc.

RIA

Madison, WI

AUM $147MTEAM 5REPS 5

CB Capital LLC

RIA

North Smithfield, RI

AUM $147MTEAM 1REPS 1

Hobbs Wealth Management

RIA

Zionsville, IN

AUM $147MTEAM 6REPS 1

Artience Capital Management, LLC

RIA

AUM $147MTEAM 1REPS 1

Money Managers, Inc.

RIA

San Antonio, TX

AUM $147MTEAM 5REPS 3

Financial Advisory Services

RIA

Salt Lake City , UT

AUM $147MTEAM 1REPS 1

Other AUM ranges

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