RIAs: $100M – $500M AUM
7,832 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Langley Wealth Management, LLC
RIACorinth, MS
AUM $371MTEAM 9REPS 5
Retirement Planning Specialists, Inc.
RIAAshland, OR
AUM $371MTEAM 2REPS 2
Donoghue Forlines LLC
RIABoston, MA
AUM $371MTEAM 7REPS 5
Masonry Capital Management, LLC
RIACharlottesville, VA
AUM $370MTEAM 3REPS 2
Rebel Financial, LLC
RIAGroveport, OH
AUM $370MTEAM 6REPS 7
Catalyst Private Wealth, LLC
RIASan Mateo, CA
AUM $370MTEAM 5REPS 6
Wealthspring
RIALong Beach, CA
AUM $370MTEAM 10REPS 6
Charbeth Advisory L.L.C.
RIAAUM $370MTEAM 1REPS 2
Warwick Group II, Inc.
RIAAUM $370MTEAM 1REPS 1
Cosner Financial Group, LLC
RIAWindsor, CO
AUM $370MTEAM 5REPS 4
Willow Grove Advisors, LLC
RIABerkeley, CA
AUM $370MTEAM 7REPS 7
Glassy Mountain Advisors, Inc.
RIABethesda, MD
AUM $370MTEAM 7REPS 6
Interwise
RIAHolladay, UT
AUM $370MTEAM 10REPS 5
Menlo Advisors LLC
RIAMenlo Park, CA
AUM $370MTEAM 2REPS 2
Camden Partners Holdings, LLC
RIAOwings Mills, MD
AUM $370MTEAM 4REPS 2
M.Z. Kark & Associates, Inc
RIADenver, CO
AUM $370MTEAM 4REPS 3
One Advisory Partners, LLC
RIAOverland Park, KS
AUM $370MTEAM 11REPS 7
Steinberganna Wealth Management LLC
RIAHuntington, NY
AUM $369MTEAM 3REPS 3
Stonebridge Wealth Systems LLC
RIAKearney, NE
AUM $369MTEAM 25REPS 14
Baron Financial Group LLC
RIAFair Lawn, NJ
AUM $369MTEAM 9REPS 5
Yosemite Capital Management
RIANewport Beach, CA
AUM $369MTEAM 8REPS 7
Aragon Global Management, LP
RIAMiami, FL
AUM $369MTEAM 3REPS 1
Integrity Wealth Solutions LLC
RIADenver, CO
AUM $369MTEAM 2REPS 2
Tagstone Capital, Inc.
RIACharlotte, NC
AUM $369MTEAM 1REPS 1
Other AUM ranges
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