RIAs: $100M – $500M AUM
7,667 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Second Half Financial Partners, LLC
RIASebring, FL
AUM $128MTEAM 5REPS 4
Harbor Hills Financial Advisors
RIAMontecito, CA
AUM $128MTEAM 3REPS 3
Opus Private Wealth Group, LLC
RIAOrange, CA
AUM $128MTEAM 3REPS 3
Breakwater Financial, LLC
RIANeedham, MA
AUM $128MTEAM 1REPS 1
Cove View Investment Partners, LLC
RIAOld Greenwich, CT
AUM $128MTEAM 3REPS 3
Wiser Advisor Group
RIAAUM $128MTEAM 3REPS 3
Chartered Advisory Group
RIAChadds Ford, PA
AUM $128MTEAM 6REPS 4
Split Creek LLC Dba Split Creek Capital LLC
RIAAUM $128MTEAM 1REPS 1
GPS Investments
RIAScottsdale, AZ
AUM $128MTEAM 3REPS 2
Willow
RIARogers, AR
AUM $128MTEAM 5REPS 4
Solidarity Capital Management, LLC
RIALehi, UT
AUM $128MTEAM 4REPS 4
Align Advisor Group, LLC
RIAVineland, NJ
AUM $128MTEAM 2REPS 2
Hidden Hills Wealth
RIAAUM $128MTEAM 1REPS 1
Evolution Investment Management LLC
RIAAustin, TX
AUM $128MTEAM 4REPS 3
Longview Wealth Management, LLC
RIAAUM $127MTEAM 2REPS 1
Hatcher Capital Investments, Inc.
RIALittle Rock, AR
AUM $127MTEAM 6REPS 6
YES Wealth Management
RIAMahtomedi, MN
AUM $127MTEAM 7REPS 5
Divvi Wealth Management
RIAKansas City, MO
AUM $127MTEAM 4REPS 4
WE Financial Group
RIASan Francisco, CA
AUM $127MTEAM 4REPS 4
Citigroup Alternative Investments LLC
RIANew York, NY
AUM $127MTEAM 15REPS 2
Cardinal Retirement Planning, Inc.
RIAAUM $127MTEAM 3REPS 3
Luminescent Wealth Management, Inc.
RIAScottsdale, AZ
AUM $127MTEAM 2REPS 2
Millenia Financial Partners, LLC
RIAAUM $127MTEAM 1REPS 1
2 Knights Wealth Management, LLC
RIAPepper Pike, OH
AUM $127MTEAM 2REPS 2
Other AUM ranges
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