RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Mendel Money Management Inc
RIANorthbrook, IL
AUM $317MTEAM 7REPS 4
Blue Barn Wealth
RIAOrem, UT
AUM $317MTEAM 9REPS 8
Swisher Financial Concepts, Inc.
RIAWesterville, OH
AUM $317MTEAM 8REPS 5
First Financial Group
RIARaleigh, NC
AUM $317MTEAM 4REPS 4
Councilor Wealth LLC
RIABethesda, MD
AUM $317MTEAM 13REPS 10
DKM Wealth Management, Inc.
RIAStockton, CA
AUM $317MTEAM 3REPS 3
Caro Investors
RIAChevy Chase, MD
AUM $317MTEAM 6REPS 2
The Mustico Financial Group, Inc.
RIAElmira, NY
AUM $317MTEAM 4REPS 4
Duet Advisory Services LLC
RIABingham Farms, MI
AUM $316MTEAM 7REPS 3
Salvus Wealth Management, LLC
RIARed Bank, NJ
AUM $316MTEAM 7REPS 8
OCA Ventures, LLC
RIAChicago, IL
AUM $316MTEAM 15REPS 4
Ferguson-Johnson Wealth Management, Inc.
RIARockville, MD
AUM $316MTEAM 4REPS 2
Harvest Management, L.L.C.
RIANew York, NY
AUM $316MTEAM 7REPS 3
Wealthcollab
RIABellevue, WA
AUM $316MTEAM 1REPS 1
First Oak Wealth Management, LLC
RIARaleigh, NC
AUM $316MTEAM 3REPS 1
Tenon Financial
RIAMetuchen, NJ
AUM $316MTEAM 3REPS 3
Wealth Analytics Partners, LLC
RIASan Diego, CA
AUM $316MTEAM 6REPS 5
Gibert Wealth Management
RIACharlotte, NC
AUM $316MTEAM 2REPS 2
Pacifica Partners Capital Management
RIASurrey
AUM $316MTEAM 10REPS 3
Matthew 25 Management Corp
RIAAmbler, PA
AUM $316MTEAM 1REPS 2
Proactive Wealth Strategies, LLC
RIAMarietta, GA
AUM $316MTEAM 4REPS 7
Sparta Wealth Partners
RIACharlotte, NC
AUM $316MTEAM 8REPS 7
Kenora Financial, LLC
RIADes Plaines, IL
AUM $316MTEAM 7REPS 4
Advaita Capital LLC
RIABoston, MA
AUM $316MTEAM 3REPS 2
Other AUM ranges
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