RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Foxglove Financial
RIAAUM $125MTEAM 1REPS 1
Doxara Capital LP
RIAJacksonville, FL
AUM $125MTEAM 3REPS 1
Tidehaven Wealth, LLC
RIAMount Pleasant, SC
AUM $125MTEAM 2REPS 2
Johnston Investment Counsel, Ltd.
RIAPeoria, IL
AUM $125MTEAM 2REPS 1
Masterpiece Capital, LLC
RIAAustin, TX
AUM $125MTEAM 4REPS 1
Sawyer Capital Management
RIAAUM $125MTEAM 1REPS 1
Wolf Financial Advisors LLC
RIAPekin, IL
AUM $125MTEAM 1REPS 1
Landmark Investment Partners, L.P.
RIAWest Palm Beach, FL
AUM $125MTEAM 5REPS 2
Benson Wealth Management, Inc.
RIAAUM $125MTEAM 2REPS 2
Dakota Investments, LLC
RIABryn Mawr, PA
AUM $125MTEAM 6REPS 3
Harborview Asset Management LLC
RIAGig Harbor, WA
AUM $125MTEAM 2REPS 2
Axiom Wealth Strategies, LLC
RIABend, OR
AUM $125MTEAM 3REPS 2
NGP Financial Planning, LLC
RIAAUM $125MTEAM 1REPS 1
UMB Private Wealth Management, LLC
RIAOverland Park, KS
AUM $125MTEAM 94REPS 40
US Infravest Managers LP
RIAAUM $125MTEAM 2REPS 2
Haykin, Michael
RIAAUM $125MTEAM 2REPS 2
Capital Advisor Network
RIALafayette, IN
AUM $124MTEAM 18REPS 10
CB Capital LLC
RIANorth Smithfield, RI
AUM $124MTEAM 1REPS 1
Fortis Private Wealth Advisors, LLC
RIAMiami, FL
AUM $124MTEAM 3REPS 1
Vorpahl Wing Advisors, Inc.
RIASpokane, WA
AUM $124MTEAM 5REPS 5
Streamsong Advisors, LLC
RIAGrand Rapids, MI
AUM $124MTEAM 6REPS 6
Sila Financial, LLC
RIAAUM $124MTEAM 2REPS 3
Coral Wealth Management, LLC
RIAMiami, FL
AUM $124MTEAM 2REPS 2
Rilex Capital LLC
RIAManasquan, NJ
AUM $124MTEAM 1REPS 1
Other AUM ranges
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