RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Citadel Investment Advisory Inc
RIAAUM $278MTEAM 1REPS 1
Ironwood Investment Management, LLC
RIABoston, MA
AUM $278MTEAM 8REPS 3
Spectrum Financial Management
RIASan Rafael, CA
AUM $278MTEAM 4REPS 2
Future Positive
RIANew York, NY
AUM $278MTEAM 4REPS 2
First Financial Advisory Services Inc
RIAWesterly, RI
AUM $278MTEAM 7REPS 3
Foronjy Financial
RIASanta Barbara, CA
AUM $278MTEAM 7REPS 3
Midtown Investment Advisors LLC
RIAMiami, FL
AUM $278MTEAM 4REPS 2
Accordant Advisory Group, Inc.
RIAAnnapolis, MD
AUM $278MTEAM 3REPS 3
Auspicious Financial Planning, LLC
RIASan Ramon, CA
AUM $278MTEAM 2REPS 1
Claren Road Private Credit Solutions LLC
RIANew York, NY
AUM $278MTEAM 6REPS 6
Macco Financial Group, Inc.
RIAGreen Bay, WI
AUM $278MTEAM 8REPS 4
Sandstone Asset Management Inc.
RIACalgary
AUM $278MTEAM 10REPS 5
Oasis Advisors
RIAForest City, IA
AUM $278MTEAM 26REPS 22
Heritage Holding
RIABoston, MA
AUM $278MTEAM 17REPS 2
Harbor Island Capital LLC
RIATopsfield, MA
AUM $278MTEAM 2REPS 1
Universal Financial Advisors, LLC
RIASaint Louis, MO
AUM $277MTEAM 8REPS 10
Teucrium Investment Advisors, LLC
RIABurlington, VT
AUM $277MTEAM 12REPS 4
HBE Wealth Management, LLC
RIALincoln, NE
AUM $277MTEAM 5REPS 5
Kilter Group
RIAAUM $277MTEAM 13REPS 8
Delta Capital Management, LLC
RIAMaitland, FL
AUM $277MTEAM 9REPS 8
Tyner Capital Management Investment Counsel, Inc.
RIASignal Mountain, TN
AUM $277MTEAM 2REPS 1
Buckman Advisory Group LLC
RIALittle Silver, NJ
AUM $277MTEAM 15REPS 18
Planguide Financial
RIASouthlake, TX
AUM $277MTEAM 2REPS 1
Dominion Portfolio Management, Inc.
RIAMarble Falls, TX
AUM $277MTEAM 18REPS 23
Other AUM ranges
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