RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Schlegel Dunn LLC
RIAPlano, TX
AUM $279MTEAM 4REPS 3
Cottonwood Wealth Strategies, LLC
RIASalt Lake City , UT
AUM $279MTEAM 5REPS 2
Horizon Family Wealth, Inc.
RIAChicago, IL
AUM $279MTEAM 2REPS 2
FS Tactical Advisor, LLC
RIAPhiladelphia, PA
AUM $279MTEAM 183REPS 6
Aquilant Advisors
RIASaint Louis, MO
AUM $279MTEAM 5REPS 4
Stilwell Value LLC
RIANew York, NY
AUM $279MTEAM 11REPS 4
Millennial Wealth
RIAFall City, WA
AUM $279MTEAM 6REPS 5
Superbloom Partners
RIAVenice, CA
AUM $279MTEAM 7REPS 3
Holistic Wealth Advisors
RIAClifton Park, NY
AUM $279MTEAM 10REPS 7
Vermillion & White Wealth Management Group
RIAPhoenixville, PA
AUM $279MTEAM 4REPS 5
Verity Wealth Advisors, LLC
RIASausalito, CA
AUM $279MTEAM 2REPS 2
Wealth Advisors Group, LLC
RIACoralville, IA
AUM $278MTEAM 2REPS 2
Fort Henry Capital, LLC
RIAWheeling, WV
AUM $278MTEAM 2REPS 2
Lexington Hill Partners, LLC
RIADallas, TX
AUM $278MTEAM 8REPS 6
Edenbrook Capital, LLC
RIAMount Kisco, NY
AUM $278MTEAM 4REPS 2
Guardian Asset Advisors, LLC
RIAMechanicsburg, PA
AUM $278MTEAM 8REPS 9
International Money Matters Pvt Ltd
RIABengaluru Karnataka
AUM $278MTEAM 54REPS 9
Beacon Capital, LLC
RIACedar Rapids, IA
AUM $278MTEAM 5REPS 5
Beacon Wealth Consultants, Inc.
RIARoanoke, VA
AUM $278MTEAM 19REPS 13
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 3
First Financial Advisory Services Inc
RIAWesterly, RI
AUM $278MTEAM 7REPS 3
Other AUM ranges
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