RIAs: $100M – $500M AUM
7,662 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Advisor Network, Inc.
RIAFarmingdale, NY
AUM $135MTEAM 4REPS 4
Red Reef Advisors LLC
RIABoca Raton, FL
AUM $135MTEAM 3REPS 3
Schmitt Wealth Advisers, LLC
RIABlue Ash, OH
AUM $135MTEAM 3REPS 3
TSG Alpha Partners, LLC
RIAOld Bridge, NJ
AUM $135MTEAM 10REPS 9
Fors Financial
RIAPort Angeles, WA
AUM $135MTEAM 3REPS 2
Integrity Financial Advisors, LLC
RIAWoburn, MA
AUM $135MTEAM 9REPS 9
RW Baker Wealth Management Group LLC
RIACheyenne, WY
AUM $135MTEAM 2REPS 2
Seal Cove Capital LLC
RIAAUM $135MTEAM 1REPS 1
Haddonfield Financial Planning LLC
RIAHaddonfield, NJ
AUM $135MTEAM 3REPS 3
AP Capital Delaware LLC
RIANew York, NY
AUM $135MTEAM 4REPS 2
BSG Advisers
RIAApex, NC
AUM $135MTEAM 9REPS 6
Calder Financial LLC
RIAAUM $135MTEAM 2REPS 1
Big Sky Wealth Advisors, LLC
RIAGreat Falls, MT
AUM $135MTEAM 2REPS 2
Stonebridge Wealth Management, LLC
RIAFrisco, TX
AUM $135MTEAM 1REPS 1
Veach Family Financial
RIANorth Little Rock, AR
AUM $134MTEAM 4REPS 3
Soundpath Retirement Strategies, LLC
RIABellevue, WA
AUM $134MTEAM 8REPS 4
Clarion Advisors Inc.
RIAAuburn, CA
AUM $134MTEAM 1REPS 1
Longbow Asset Management
RIATulsa, OK
AUM $134MTEAM 2REPS 2
Almega Wealth Management
RIAScottsdale, AZ
AUM $134MTEAM 7REPS 4
Atlantic Union Municipal Advisors, Inc
RIAGlen Allen, VA
AUM $134MTEAM 4REPS 5
Bluelist Partners, LLC
RIAOccoquan, VA
AUM $134MTEAM 1REPS 1
Epic Advisory Services Corp
RIABoca Raton, FL
AUM $134MTEAM 23REPS 7
CIM Capital SA Management, LLC
RIALos Angeles, CA
AUM $134MTEAM 160REPS 4
Harbinger Capital Partners LLC
RIANew York, NY
AUM $134MTEAM 1REPS 2
Other AUM ranges
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