RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
APO Financial Services, LLC
RIAWestminster, CO
AUM $124MTEAM 7REPS 2
Watkinson Capital Advisors LLC
RIABerwyn, PA
AUM $124MTEAM 3REPS 4
White Oak Wealth Management
RIAColumbia, MD
AUM $124MTEAM 3REPS 3
Royal Palms Capital, LLC
RIAAUM $124MTEAM 1REPS 2
Merryfield Barnes, LLC
RIAIthaca, NY
AUM $124MTEAM 4REPS 2
Cardea Capital Advisors, LLC
RIAVero Beach, FL
AUM $124MTEAM 9REPS 6
Emergent Capital Advisors, LLC
RIAHouston, TX
AUM $124MTEAM 4REPS 3
T.R.U.E. Coastal Capital, LLC
RIASavannah, GA
AUM $124MTEAM 4REPS 2
JMH Wealth Management, LLC
RIAHanover, NH
AUM $124MTEAM 3REPS 2
Eagle Point Enhanced Income Management LLC
RIAGreenwich, CT
AUM $124MTEAM 90REPS 4
Peterson Financial Services LLC
RIADenver, CO
AUM $124MTEAM 2REPS 1
Brooklawn Capital Advisors
RIANew York, NY
AUM $124MTEAM 1REPS 1
Surience Private Wealth LLC
RIAYakima, WA
AUM $124MTEAM 3REPS 2
Abridge Partners, LLC
RIAAUM $124MTEAM 5REPS 4
Meridian Asset Management, LLC
RIAAUM $124MTEAM 2REPS 2
Holon Wealth Management
RIAAUM $124MTEAM 1REPS 1
Infinity 8 Investments, LLC
RIACupertino, CA
AUM $124MTEAM 1REPS 1
Titan Investment Management LLC
RIAIndianapolis, IN
AUM $124MTEAM 4REPS 4
Iowa Wealth Management, LLC
RIAWest Des Moines, IA
AUM $124MTEAM 4REPS 2
Midwest Financial Associates, Inc.
RIARockford, IL
AUM $124MTEAM 4REPS 2
IM Wealth Partners
RIABlue Bell, PA
AUM $124MTEAM 16REPS 10
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
Other AUM ranges
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