RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Eden Global Advisors LLC
RIANew York, NY
AUM $286MTEAM 22REPS 2
Integrity Wealth Advisors, LLC
RIAVentura, CA
AUM $285MTEAM 10REPS 5
The Palmer Knight Company
RIAJacksonville, FL
AUM $285MTEAM 2REPS 3
Fingerlakes Wealth Management, Inc.
RIAIthaca, NY
AUM $285MTEAM 4REPS 4
New England Research & Management, Inc.
RIAChicago, IL
AUM $285MTEAM 4REPS 3
Ayrshire Capital Management LLC
RIAWestport, CT
AUM $285MTEAM 2REPS 2
Oaktrust Wealth Advisors, LLC
RIAAUM $285MTEAM 3REPS 2
Tencap Wealth Coaching
RIASouth Jordan, UT
AUM $285MTEAM 7REPS 8
Pandora Wealth, Inc.
RIAOakbrook Terrace, IL
AUM $285MTEAM 7REPS 3
Physician Family Financial Advisors Inc
RIABeaverton, OR
AUM $285MTEAM 4REPS 4
Pearson Creek Capital Management LLC
RIAChicago, IL
AUM $285MTEAM 1REPS 1
Capital Financial Planners
RIASalem, OR
AUM $285MTEAM 5REPS 3
Kane Company Wealth Management, Inc.
RIAJohnston, IA
AUM $285MTEAM 5REPS 3
Oak Advisors, LLC
RIABluffton, SC
AUM $285MTEAM 6REPS 6
Cornerstone Wealth Management Group
RIAGreeneville, TN
AUM $285MTEAM 6REPS 3
Oath Planning, LLC
RIATulsa, OK
AUM $285MTEAM 8REPS 6
Lighthouse Retirement
RIAPonte Vedra, FL
AUM $285MTEAM 1REPS 1
Sound Stewardship, LLC
RIAOverland Park, KS
AUM $285MTEAM 11REPS 9
Open Window Financial Solutions, Ltd.
RIAReno, NV
AUM $284MTEAM 6REPS 3
Full In Partners
RIANew York, NY
AUM $284MTEAM 9REPS 3
Benningfield Financial Advisors, LLC
RIASan Francisco, CA
AUM $284MTEAM 3REPS 3
Demian Capital
RIAAUM $284MTEAM 1REPS 1
Glashofer Financial Advisors
RIAAUM $284MTEAM 3REPS 1
Momentus Manager LLC
RIAArlington, VA
AUM $284MTEAM 30REPS 2
Other AUM ranges
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