RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
The Future Fund LLC
RIAChicago, IL
AUM $314MTEAM 3REPS 2
Bernard Wealth Management Corp.
RIARoyal Oak, MI
AUM $314MTEAM 4REPS 3
Templeton & Phillips Capital Management, LLC
RIALookout Mountain, TN
AUM $314MTEAM 3REPS 2
Magnate Advisory Services, LLC
RIALouisville, KY
AUM $314MTEAM 7REPS 7
Ricketts Financial, LLC
RIALouisville, KY
AUM $314MTEAM 3REPS 2
Tieton Capital Management
RIAYakima, WA
AUM $314MTEAM 3REPS 2
Greylock Capital Management, LLC
RIAStamford, CT
AUM $314MTEAM 6REPS 4
Legacy Wealth Management Inc.
RIAManassas, VA
AUM $314MTEAM 11REPS 5
CTS Financial Planning, Inc.
RIAChicago, IL
AUM $314MTEAM 9REPS 4
Values Added Financial
RIAAUM $314MTEAM 9REPS 8
Paradigm, Strategies in Wealth Management, LLC
RIAMaple Grove, MN
AUM $314MTEAM 5REPS 4
Trust Advisory Group Ltd
RIABirmingham, AL
AUM $314MTEAM 22REPS 26
Carolina Wealth Advisors
RIAMyrtle Beach, SC
AUM $313MTEAM 6REPS 4
Melone Private Wealth, LLC
RIAAuburn Hills, MI
AUM $313MTEAM 4REPS 2
Hilco Investment Advisors, LLC
RIANorthbrook, IL
AUM $313MTEAM 160REPS 6
Jaguar Growth Asset Management, LLC
RIAMiami, FL
AUM $313MTEAM 7REPS 3
Hunter Street Partners, LP
RIAWayzata, MN
AUM $313MTEAM 9REPS 4
Scott Marsh Financial, LLC
RIAAUM $313MTEAM 10REPS 2
Hawkeye Capital Management, LLC
RIAMiami Beach, FL
AUM $313MTEAM 4REPS 2
JPC Wealth Management, Inc.
RIAPetaluma, CA
AUM $313MTEAM 3REPS 2
Brady Family Wealth, LLC
RIASaint Louis, MO
AUM $313MTEAM 5REPS 3
QCA Capital Management Inc
RIALos Angeles, CA
AUM $313MTEAM 8REPS 4
Wellment Financial
RIAElmhurst, IL
AUM $313MTEAM 21REPS 11
Columbia Advisory Partners, LLC
RIASpokane, WA
AUM $313MTEAM 19REPS 19
Other AUM ranges
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