RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hunt Wealth Management
RIAConcord, CA
AUM $110MTEAM 2REPS 2
Tenbridge Partners LLC
RIAPortland, OR
AUM $110MTEAM 5REPS 4
Oldfield Wealth Partners
RIABangor, ME
AUM $110MTEAM 4REPS 4
Investment Capital Advisors
RIAClinton, NJ
AUM $110MTEAM 1REPS 1
Ridgeview Financial Planning
RIASanta Rosa, CA
AUM $110MTEAM 1REPS 1
Barnegat Bay Capital Management LLC
RIAAUM $110MTEAM 2REPS 1
Mainline Investment Advisers, LLC
RIAWynnewood, PA
AUM $110MTEAM 4REPS 3
Caregen Wealth Management
RIASan Mateo, CA
AUM $110MTEAM 2REPS 1
MD Wealth Management, LLC
RIAChelsea, MI
AUM $110MTEAM 2REPS 2
Renaissance Wealth Advisors, LLC
RIAAuburndale, MA
AUM $110MTEAM 2REPS 2
Sonic Gp LLC
RIAHonolulu, HI
AUM $110MTEAM 1REPS 1
Park Shore Partners LLC
RIAErie, PA
AUM $110MTEAM 7REPS 8
Mellig Group, LLC
RIAThe Woodlands, TX
AUM $110MTEAM 5REPS 4
Gilbert Financial, LLC
RIAHoneoye Falls, NY
AUM $110MTEAM 1REPS 1
Quabbin Advisors
RIAAmherst, MA
AUM $110MTEAM 1REPS 1
Retirepath Wealth, LLC
RIALittle Rock, AR
AUM $110MTEAM 5REPS 5
Jake Carris Financial Planning
RIAOrlando, FL
AUM $110MTEAM 1REPS 1
Freeman & Freeman Private Wealth Management LLC
RIAAUM $110MTEAM 2REPS 2
Oxford Wealth Management
RIALindon, UT
AUM $110MTEAM 11REPS 5
Veraz Advisors
RIASan Ramon, CA
AUM $110MTEAM 8REPS 3
Spurr Financial Planning, Inc.
RIAAUM $110MTEAM 1REPS 1
DRM Wealth Management
RIAAUM $110MTEAM 2REPS 1
Private Asset Management Inc
RIAKirkland, WA
AUM $109MTEAM 4REPS 2
International Management Advisors Ltd.
RIAAUM $109MTEAM 1REPS 1
Other AUM ranges
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