RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Sagent Wealth Management
RIALaguna Beach, CA
AUM $100MTEAM 3REPS 2
Newsong Capital Management, Inc.
RIAHattiesburg, MS
AUM $100MTEAM 3REPS 2
Greenwich Creek Capital Management, LLC
RIAAUM $100MTEAM 1REPS 2
Course Management Investment Advisors, LLC
RIAPinehurst, NC
AUM $100MTEAM 4REPS 4
Financial Action, Inc.
RIAMonument, CO
AUM $100MTEAM 6REPS 5
Augustus Wealth, LLC
RIALong Beach, CA
AUM $100MTEAM 2REPS 2
Capstone Wealth Advisors,Inc.
RIAIndianapolis, IN
AUM $100MTEAM 4REPS 4
Birath Wealth Management, LLC
RIAMarshall, MN
AUM $100MTEAM 2REPS 2
Lukas Total Wealth
RIANorth Little Rock, AR
AUM $100MTEAM 5REPS 4
Montage Financial Advisors
RIAAUM $100MTEAM 3REPS 1
Financial Counseling, Inc.
RIASpringboro, OH
AUM $100MTEAM 3REPS 3
Retire Ready Wealth Management
RIARadnor, PA
AUM $100MTEAM 1REPS 1
Advanced Portfolio Design, LLC
RIAWestford, MA
AUM $100MTEAM 3REPS 3
The Sullivan Group
RIARoseville, CA
AUM $100MTEAM 3REPS 3
Grupp Financial LLC
RIAJackson, WY
AUM $100MTEAM 3REPS 3
Cardinal Point Capital LLC
RIASan Francisco, CA
AUM $100MTEAM 5REPS 4
Infinity Tax & Financial Planning
RIAHuntsville, AL
AUM $100MTEAM 9REPS 5
Holbrook Management, LLC
RIADallas, TX
AUM $100MTEAM 1REPS 1
Chamberlain Lane Capital, LLC
RIANashville, TN
AUM $100MTEAM 2REPS 2
Acacia Asset Management LLC
RIANew York, NY
AUM $100MTEAM 2REPS 2
Turret Investments, LLC
RIAAUM $100MTEAM 2REPS 2
Michael S. Carrier & Associates, Inc.
RIAAUM $100MTEAM 1REPS 1
Harbinger Sports Partners
RIAAtlanta, GA
AUM $100MTEAM 15REPS 4
Intirety, LLC
RIABellevue, WA
AUM $100MTEAM 4REPS 4
Other AUM ranges
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