RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Breen Wealth Management, LLC
RIAPetaluma, CA
AUM $319MTEAM 3REPS 3
Phillip B. White Co, Inc
RIASan Luis Obispo, CA
AUM $319MTEAM 2REPS 2
Investments & Financial Planning, LLC
RIALexington, KY
AUM $319MTEAM 6REPS 3
Goldentree Asset Management Credit Advisor LLC
RIANew York, NY
AUM $319MTEAM 320REPS 1
General Partner, Inc.
RIAAUM $318MTEAM 1REPS 1
FMI
RIAArdmore, OK
AUM $318MTEAM 5REPS 4
Plagens & Taylor Wealth Management
RIASan Angelo, TX
AUM $318MTEAM 6REPS 5
Impact Investors
RIAAUM $318MTEAM 9REPS 3
Model Wealth
RIAAUM $318MTEAM 5REPS 5
Tribune Investment Group
RIANew York, NY
AUM $318MTEAM 4REPS 2
Bayforest
RIALondon
AUM $318MTEAM 20REPS 2
Openair Financial, LLC
RIASouthlake, TX
AUM $318MTEAM 7REPS 7
Caim LLC
RIALongboat Key, FL
AUM $318MTEAM 4REPS 1
4:8 Financial
RIACanby, OR
AUM $318MTEAM 8REPS 4
Tower View Wealth Management LLC
RIAAUM $318MTEAM 6REPS 8
Navigate 401k, LLC
RIABirmingham, AL
AUM $318MTEAM 4REPS 4
Three Cord True Wealth Management, LLC
RIABeaver, PA
AUM $318MTEAM 9REPS 7
Meira Wealth
RIACoral Gables, FL
AUM $318MTEAM 6REPS 5
Twin Securities, Inc.
RIANew York, NY
AUM $318MTEAM 5REPS 2
Deltroit Asset Management (US) LLC
RIAAUM $318MTEAM 1REPS 2
Legacy Financial Advisors Corporation
RIABloomington, MN
AUM $318MTEAM 6REPS 2
Macquarie Capital Partners LLC
RIANew York, NY
AUM $318MTEAM 80REPS 4
Wealth Pro Advisors, Inc.
RIASarasota, FL
AUM $317MTEAM 6REPS 2
Goode Partners LLC
RIANew York, NY
AUM $317MTEAM 7REPS 5
Other AUM ranges
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