RIAs: $100M – $500M AUM
7,667 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Carmichael Creel Investments
RIAFranklin, TN
AUM $127MTEAM 2REPS 1
Brackenwood Capital Management, LLC
RIABainbridge, WA
AUM $127MTEAM 2REPS 2
Artesa Financial Group
RIAConroe, TX
AUM $127MTEAM 4REPS 3
Copperline Wealth Management & Planning
RIACody, WY
AUM $127MTEAM 3REPS 3
Kingwood Investment Group
RIAKingwood, TX
AUM $127MTEAM 7REPS 5
Hickory Wealth Management, LLC
RIASpringfield, MO
AUM $127MTEAM 4REPS 2
Acts Financial Advisors
RIAMclean, VA
AUM $127MTEAM 2REPS 2
Twin Gryphon Advisors LLC
RIAMarshfield, MA
AUM $127MTEAM 4REPS 1
Wallick Investments, LLC
RIAColumbia, SC
AUM $127MTEAM 5REPS 5
IOR
RIAClayton, MO
AUM $127MTEAM 11REPS 2
RIA Wealth Advisors, LLC
RIARound Rock, TX
AUM $126MTEAM 5REPS 3
Fortitude Private Wealth
RIACarmel, IN
AUM $126MTEAM 2REPS 1
Aisa International
RIADevizes
AUM $126MTEAM 8REPS 2
P&A Capital Advisors
RIANew York, NY
AUM $126MTEAM 10REPS 4
Goldfarb Financial Management, LLC
RIAAUM $126MTEAM 1REPS 1
Financial Empowerment LLC
RIABurnsville, MN
AUM $126MTEAM 2REPS 2
Premier Private Wealth Management, LLC
RIAPalm Harbor, FL
AUM $126MTEAM 4REPS 4
BCM Capital Management LLC
RIANorthfield, IL
AUM $126MTEAM 3REPS 3
Leste USA, LLC
RIAMiami, FL
AUM $126MTEAM 12REPS 6
Shepherd Street Advisors
RIALarkspur, CA
AUM $126MTEAM 2REPS 2
Trinity Investment Management, LLC
RIAFort Worth, TX
AUM $126MTEAM 4REPS 5
Private Wealth Management LLC
RIAAUM $126MTEAM 1REPS 1
Oak Street Advisors
RIAMyrtle Beach, SC
AUM $126MTEAM 2REPS 2
VIP Planners, Inc.
RIARoanoke, VA
AUM $126MTEAM 4REPS 2
Other AUM ranges
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