RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
56 Capital Partners, Ltd
RIAColorado Springs, CO
AUM $113MTEAM 3REPS 4
Modernist Financial, LLC
RIAPortland, OR
AUM $113MTEAM 5REPS 3
Sparrow Capital Management Inc
RIASaint Louis, MO
AUM $113MTEAM 2REPS 1
Hulsey Capital Management, Inc.
RIAHeber Springs, AR
AUM $113MTEAM 1REPS 2
Wealth-Builders, Inc.
RIAAUM $113MTEAM 1REPS 1
Veltria Advisors Corp.
RIAMiami, FL
AUM $113MTEAM 6REPS 3
MK3 Wealth LLC
RIACherry Hill, NJ
AUM $113MTEAM 3REPS 2
Alphatrust Advisors
RIAPhoenix, AZ
AUM $113MTEAM 7REPS 2
Chappelwood Financial Services
RIAEdmond, OK
AUM $113MTEAM 3REPS 2
Bernard & Johnson Family Wealth Management
RIAPasadena, CA
AUM $113MTEAM 2REPS 2
Eagle Financial Advisors, LLC
RIAFrisco, TX
AUM $113MTEAM 9REPS 12
Paragon Financial Advisors
RIANewton, MA
AUM $113MTEAM 1REPS 1
Breiter Wealth Management, LLC
RIASaint Louis, MO
AUM $113MTEAM 3REPS 5
Oxford Planning Group, LLC
RIAWoodstock, MD
AUM $113MTEAM 3REPS 3
Tidmore Retirement Planning Specialists
RIABeachwood, OH
AUM $113MTEAM 4REPS 3
Lynch Financial Advisors
RIARoseville, CA
AUM $113MTEAM 3REPS 2
Wisdom Planning Group
RIAOrlando, FL
AUM $113MTEAM 3REPS 4
Kintra Investments, LLC
RIAMarysville, OH
AUM $113MTEAM 3REPS 9
Municipal Asset Management Inc
RIARye Brook, NY
AUM $113MTEAM 3REPS 4
Infinite Giving Advisory Services, Inc.
RIAAtlanta, GA
AUM $113MTEAM 10REPS 3
Mosaic Fi LLC
RIALincolnshire, IL
AUM $113MTEAM 5REPS 2
FRA Wealth Management LLC
RIAO Fallon, IL
AUM $113MTEAM 2REPS 7
Alpha Planning and Financial Services, Inc.
RIASolon, OH
AUM $113MTEAM 5REPS 2
Altitude Wealth Management, LLC
RIADenver, CO
AUM $113MTEAM 1REPS 1
Other AUM ranges
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