RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Wave Wealth Management, LLC
RIAFrisco, TX
AUM $134MTEAM 2REPS 2
Reliance Wealth Management
RIASan Antonio, TX
AUM $134MTEAM 15REPS 7
Equilibrium Ventures, LLC
RIANew York, NY
AUM $134MTEAM 6REPS 5
Heximer Investment Management Inc.
RIAAUM $134MTEAM 3REPS 2
Sound Financial Management, Inc.
RIARaleigh, NC
AUM $134MTEAM 2REPS 2
Summer Street Capital Partners, LLC
RIAAUM $134MTEAM 7REPS 3
Murray Financial Services, Inc
RIAChico, CA
AUM $134MTEAM 3REPS 2
Tumolo Wealth Management LLC
RIAEast Lyme, CT
AUM $134MTEAM 7REPS 4
Bluestar Wealth Management
RIALake Mary, FL
AUM $134MTEAM 2REPS 2
Charter Private Capital Management, LLC
RIAGrand Rapids, MI
AUM $134MTEAM 1REPS 1
Stone Island Financial Planning
RIANaperville, IL
AUM $134MTEAM 4REPS 2
Trio Wealth Management, LLC
RIAGreat Falls, VA
AUM $134MTEAM 4REPS 4
Lewis Financial, LLC
RIASan Luis Obispo, CA
AUM $134MTEAM 3REPS 3
Other AUM ranges
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