RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
RFG Wealth Advisory
RIALantana, TX
AUM $477MTEAM 9REPS 8
MBM Wealth Consultants, LLC
RIAChesterfield, MO
AUM $477MTEAM 15REPS 10
Andra Capital LLC
RIASan Francisco, CA
AUM $477MTEAM 5REPS 3
Bridgeport Partners
RIANew York, NY
AUM $476MTEAM 10REPS 3
Arborstone Financial, LLC
RIAAndover, MA
AUM $476MTEAM 5REPS 4
The Invictus Collective, LLC
RIAPark Ridge, IL
AUM $476MTEAM 5REPS 5
Emerald Hill Capital Partners Holdings LLC
RIALakewood, CO
AUM $476MTEAM 3REPS 2
Wimmer Associates LLC
RIAPasadena, CA
AUM $476MTEAM 4REPS 3
G&S Capital LLC
RIAEnglewood, CO
AUM $476MTEAM 9REPS 6
Oneascent Wealth Management
RIABirmingham, AL
AUM $476MTEAM 23REPS 14
Source Capital, LLC
RIAAtlanta, GA
AUM $475MTEAM 18REPS 4
Xendia Wealth LLC
RIAMiami, FL
AUM $475MTEAM 5REPS 6
Allgen Financial Advisors, Inc.
RIAOrlando, FL
AUM $475MTEAM 18REPS 13
Carson Management Company, LLC
RIADallas, TX
AUM $475MTEAM 6REPS 6
NW1 Partners
RIALondon
AUM $475MTEAM 22REPS 5
Horiko Capital Management LLC
RIANew York, NY
AUM $475MTEAM 6REPS 2
Hammond Iles Wealth Advisors
RIAWethersfield, CT
AUM $475MTEAM 7REPS 5
S2 Fund Manager, LLC
RIADallas, TX
AUM $475MTEAM 42REPS 6
The O.H.I.O. Fund
RIACleveland, OH
AUM $475MTEAM 10REPS 5
Noctua International Wmg, LLC
RIAMiami, FL
AUM $474MTEAM 7REPS 4
Trueblood Wealth Management, LLC
RIALima, OH
AUM $474MTEAM 3REPS 5
Proem Advisors LLC
RIADallas, TX
AUM $474MTEAM 5REPS 3
Markowski Investments
RIAAUM $474MTEAM 11REPS 11
Spielberger & Brooks, Inc.
RIAWoodbury, NY
AUM $474MTEAM 2REPS 2
Other AUM ranges
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