RIAs: $100M – $500M AUM
7,662 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Blue Anchor Wealth Advisors, LLC
RIAKetchikan, AK
AUM $136MTEAM 6REPS 6
Horizon Capital Management, LLC
RIALake Forest, IL
AUM $136MTEAM 1REPS 1
Fithian LLC
RIANew York, NY
AUM $136MTEAM 6REPS 4
Professional Wealth Management Services LLC
RIAStatesville, NC
AUM $136MTEAM 3REPS 2
Paradigm Advisors, LLC
RIADallas, TX
AUM $136MTEAM 4REPS 3
Capitol Family Office, Inc.
RIABeaverton, OR
AUM $136MTEAM 2REPS 2
Wealthrise Financial Planning, LLC
RIACarlsbad, CA
AUM $136MTEAM 2REPS 2
Barrier Capital Management, LLC
RIASan Francisco, CA
AUM $136MTEAM 1REPS 1
15 Equity
RIASanta Barbara, CA
AUM $136MTEAM 7REPS 6
A J Feldman Financial, LLC
RIAAUM $136MTEAM 1REPS 1
Kassira Wealth Management, LLC
RIAAUM $136MTEAM 2REPS 3
Mcmahan Capital Management
RIACarmel, IN
AUM $136MTEAM 2REPS 2
Landmark Wealth Advisors, LLC
RIAFarmington, UT
AUM $136MTEAM 2REPS 2
1n Capital, LLC
RIAAUM $136MTEAM 1REPS 1
Veritas Wealth Management, LLC
RIASalt Lake City , UT
AUM $136MTEAM 1REPS 1
Loretta Nolan Associates, LLC
RIAOld Greenwich, CT
AUM $136MTEAM 1REPS 1
Financial Management Associates, LLC
RIAWindham, NH
AUM $136MTEAM 3REPS 1
Luma Capital
RIANaples, FL
AUM $136MTEAM 2REPS 1
East Rock Financial Services, LLC
RIAAUM $136MTEAM 4REPS 2
Bright Portfolios, LLC
RIALee's Summit, MO
AUM $136MTEAM 4REPS 2
FR Financial Advisors LLC
RIACoral Springs, FL
AUM $136MTEAM 2REPS 2
HOT Creek Capital, L.L.C.
RIAKirkland, WA
AUM $136MTEAM 2REPS 3
Hepworth Equity Partners, LLC
RIAAUM $136MTEAM 2REPS 2
Morningside Asset Management
RIAWilmington, DE
AUM $136MTEAM 4REPS 4
Other AUM ranges
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