RIAs: $100M – $500M AUM
7,840 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Powers Investment Advisory Corporation
RIAAUM $127MTEAM 2REPS 2
Wright Wealth Strategies, LLC
RIASan Luis Obispo, CA
AUM $127MTEAM 2REPS 3
Synergy Wealth Management, LLC
RIAGrand Rapids, MI
AUM $127MTEAM 3REPS 3
Sierra Management Group
RIAReno, NV
AUM $127MTEAM 2REPS 2
Strategic Portfolio Managers
RIANorthfield, IL
AUM $127MTEAM 1REPS 1
Double Bay Management & Planning
RIASan Francisco, CA
AUM $127MTEAM 1REPS 1
Sage Wealth Planning
RIAGeorgetown, TX
AUM $127MTEAM 3REPS 3
Growstrong Wealth Strategies
RIAFort Collins, CO
AUM $127MTEAM 3REPS 3
Gainspoletti Wealth Planners
RIACleveland, MS
AUM $127MTEAM 3REPS 4
Miller Financial Services, Inc.
RIASan Juan Capastrano, CA
AUM $127MTEAM 3REPS 1
Kingsford Capital Management, LLC
RIAPoint Richmond, CA
AUM $127MTEAM 4REPS 2
Ashwood Advisors
RIAMedfield, MA
AUM $127MTEAM 3REPS 2
A.T. Lloyd's, Inc
RIASeattle, WA
AUM $127MTEAM 2REPS 1
Duke Funding Management, L.L.C.
RIAOld Greenwich, CT
AUM $127MTEAM 164REPS 8
AdvisoR.com
RIACharleston, SC
AUM $127MTEAM 12REPS 8
Bone Fide Wealth
RIANew York, NY
AUM $127MTEAM 4REPS 3
Personal Money Planning, LLC
RIAWichita Falls, TX
AUM $127MTEAM 5REPS 3
Shadowridge Asset Management, LLC
RIAWest Lake Hills, TX
AUM $127MTEAM 9REPS 7
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
Other AUM ranges
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