RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Palomar Advisors Inc.
RIAAUM $101MTEAM 2REPS 2
Perkins Wealth Advantage
RIAAUM $101MTEAM 2REPS 1
Wealthmark Advisory Group, LLC
RIAAUM $101MTEAM 1REPS 1
Corwin Company LLC
RIAIndianapolis, IN
AUM $101MTEAM 1REPS 1
Wrwco, LLC
RIAAUM $101MTEAM 4REPS 3
Hirst Financial Independence Planning, Inc.
RIAFall River, MA
AUM $101MTEAM 4REPS 2
Asset Management Associates
RIAAUM $101MREPS 2
Swiss Finance Private Wealth Management LLC
RIASouthbury, CT
AUM $101MTEAM 7REPS 1
Zeches Wealth Management
RIATucson, AZ
AUM $101MTEAM 4REPS 5
Rock Creek Wealth Management
RIAHillsboro, OR
AUM $101MTEAM 3REPS 3
CMH Wealth Management
RIADallas, TX
AUM $101MTEAM 3REPS 3
Meridian Wealth Group
RIADade City, FL
AUM $101MTEAM 2REPS 3
Cantata Wealth Management, LLC
RIACoral Gables, FL
AUM $101MTEAM 4REPS 6
RGA Investment Advisors, LLC
RIAGreat Neck, NY
AUM $101MTEAM 4REPS 4
Capital Investment Services, LLC
RIALynnwood, WA
AUM $101MTEAM 2REPS 2
Suttle Crossland Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $101MTEAM 2REPS 2
Beacon Associates Wealth Management, LLC
RIAMaumee, OH
AUM $101MTEAM 4REPS 3
Local Asset Management LLC
RIALas Vegas, NV
AUM $101MTEAM 4REPS 2
Ensign Advisory Partners LLC
RIAGilbert, AZ
AUM $101MTEAM 3REPS 4
Align Wealth Advisors
RIALaguna Hills, CA
AUM $101MTEAM 5REPS 2
G. Allen Financial Inc.
RIASanta Fe, NM
AUM $101MTEAM 2REPS 2
FC Wealth Solutions LLC
RIAWesterville, OH
AUM $101MTEAM 4REPS 4
Brave Eagle Wealth Management
RIANew York, NY
AUM $101MTEAM 2REPS 2
34 Financial, LLC
RIAAtlanta, GA
AUM $101MTEAM 4REPS 4
Other AUM ranges
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