RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Whealthy Empowerment Network
RIAAUM $108MTEAM 3REPS 2
Mark Smith Financial Services, Inc.
RIANewbury Park, CA
AUM $108MTEAM 3REPS 1
LPG Capital Management
RIASouth Jordan, UT
AUM $108MTEAM 5REPS 5
NYE Wealth Management LLC
RIAHudson, OH
AUM $108MTEAM 5REPS 1
S.P. Parkin & Co
RIAChesterfield, MO
AUM $108MTEAM 1REPS 1
Milborn Advisors, Ltd
RIAMilwaukee, WI
AUM $108MTEAM 2REPS 2
Forthright Capital
RIALas Vegas, NV
AUM $108MTEAM 22REPS 20
Portus Capital Management, LLC
RIABrentwood, TN
AUM $108MTEAM 3REPS 3
AFS Wealth Management, LLC
RIAFarmington Hills, MI
AUM $108MTEAM 2REPS 2
Black Swan Management Group, Inc.
RIADallas, TX
AUM $108MTEAM 1REPS 1
Carrington Advisors, LLC
RIADallas, TX
AUM $108MTEAM 7REPS 4
Cope Connelly
RIAArlington, VA
AUM $108MTEAM 6REPS 2
Forecast Capital Management
RIAAUM $108MTEAM 3REPS 3
Northfork Advisors
RIABozeman, MT
AUM $108MTEAM 2REPS 2
NCU Investment Solutions
RIASmithfield, RI
AUM $108MTEAM 8REPS 10
Overland Park Wealth Management LLC
RIAOverland Park, KS
AUM $108MTEAM 1REPS 2
Soulence Wealth Management
RIAPleasant Grove, UT
AUM $108MTEAM 5REPS 9
Domask Wealth Management, LLC
RIAPhoenix, AZ
AUM $108MTEAM 1REPS 1
Sherpa Capital Management
RIAAUM $107MTEAM 3REPS 3
Idle Hill Advisors LLC
RIAGreenville, SC
AUM $107MTEAM 7REPS 2
Kipos Wealth
RIADenton, TX
AUM $107MTEAM 2REPS 2
Meschel Wealth Management LLC
RIAAUM $107MTEAM 3REPS 2
One-Up Financial
RIAErie, PA
AUM $107MTEAM 9REPS 9
Dove Investment Research And Management, Inc.
RIAIrvine, CA
AUM $107MTEAM 2REPS 2
Other AUM ranges
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