RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Agilis Investment Management LLC
RIAWilton, CT
AUM $124MTEAM 4REPS 3
TQM Wealth Partners
RIAMarblehead, MA
AUM $124MTEAM 4REPS 3
Greenleaf Financial Network, LLC
RIAAUM $124MTEAM 11REPS 12
Cosey Financial Services, Inc.
RIAKnoxville, TN
AUM $124MTEAM 6REPS 3
Kucharo Wealth
RIACharlotte, NC
AUM $124MTEAM 2REPS 1
Peace Of Mind Financial Planning, Inc
RIAColorado Springs, CO
AUM $124MTEAM 5REPS 2
Schuylkill Financial, LLC
RIAWyomissing, PA
AUM $124MTEAM 2REPS 2
Candide Group
RIAOakland, CA
AUM $124MTEAM 13REPS 3
Fitzwilliams Wealth Management Inc.
RIAChesapeake, VA
AUM $124MTEAM 13REPS 8
Daly Investment Management, LLC
RIAMount Prospect, IL
AUM $124MTEAM 1REPS 1
Tactica LLC
RIAAUM $124MTEAM 1REPS 1
Ideal Retirement Solutions
RIAPort Charlotte, FL
AUM $124MTEAM 8REPS 4
Zuckerman Capital Management, LLC
RIALos Angeles, CA
AUM $123MTEAM 2REPS 2
Q2 Wealth Management
RIALexington, KY
AUM $123MTEAM 3REPS 3
Gallagher Wealth Management
RIADanville, CA
AUM $123MTEAM 4REPS 2
Investment Management Trust, LLC
RIAFitchburg, MA
AUM $123MTEAM 1REPS 1
Integra Financial, Inc.
RIAGreenwood Village, CO
AUM $123MTEAM 5REPS 4
Giving Tree Wealth Advisors
RIASan Ramon, CA
AUM $123MTEAM 2REPS 2
O'Donnell Wealth Management
RIACody, WY
AUM $123MTEAM 6REPS 5
Dewitt Capital Management
RIACollegeville, PA
AUM $123MTEAM 4REPS 3
Pacific Specialty Investment Group, LLC
RIANewport Beach, CA
AUM $123MTEAM 2REPS 2
Caprice Capital Partners, LLC
RIAAUM $123MTEAM 5REPS 2
Lang & Becker, Inc.
RIAWashington, MO
AUM $123MTEAM 2REPS 2
Davies Financial Advisors, Inc.
RIAMurrieta, CA
AUM $123MTEAM 10REPS 4
Other AUM ranges
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