RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Private Financial Counseling
RIALos Angeles, CA
AUM $262MTEAM 10REPS 4
Horizon Financial Services, LLC
RIAWinston Salem, NC
AUM $262MTEAM 8REPS 5
Charleston Financial Advisors, LLC
RIACharleston, SC
AUM $262MTEAM 5REPS 2
Brucke Financial, Inc.
RIAAUM $262MTEAM 6REPS 5
Trippon Wealth Management Group LLC
RIAHouston, TX
AUM $262MTEAM 5REPS 4
Accion Impact Management LLC
RIAWashington, DC
AUM $262MTEAM 21REPS 5
5c Advisor
RIANew York, NY
AUM $262MTEAM 29REPS 6
Spruce Point Capital Management, LLC
RIARiverhead, NY
AUM $262MTEAM 3REPS 2
Pring Turner
RIAAlamo, CA
AUM $262MTEAM 4REPS 4
Team Financial Strategies
RIAAbilene, TX
AUM $262MTEAM 11REPS 14
AG Dillon Asset Management LP
RIANew York, NY
AUM $262MTEAM 1REPS 1
Bradford Financial Services Corp
RIAAUM $262MTEAM 1REPS 1
Room40 Capital LLC
RIANew York, NY
AUM $262MTEAM 11REPS 3
Kiplinger Wealth Advisors
RIASpringboro, OH
AUM $262MTEAM 5REPS 5
Bull Oak Capital, LLC
RIARancho Santa Fe, CA
AUM $262MTEAM 7REPS 4
Convoy Investments, LLC
RIAAUM $262MTEAM 2REPS 2
Tandem Wealth Advisors
RIAPhoenix, AZ
AUM $262MTEAM 7REPS 7
WJ Wealth Management
RIAGlendale, AZ
AUM $262MTEAM 6REPS 2
Tiller Partners, LLC
RIABeverly Hills, CA
AUM $261MTEAM 1REPS 1
Sage Stone Wealth Management LLC
RIALa Jolla, CA
AUM $261MTEAM 4REPS 3
Wellington Investment Advisors
RIABloomington, IN
AUM $261MTEAM 10REPS 9
Utopia Wealth Management, LLC
RIACoconut Creek, FL
AUM $261MTEAM 3REPS 2
Elco Management Company, LLC
RIANew York, NY
AUM $261MTEAM 7REPS 6
Corepath Wealth Partners LLC
RIAScottsdale, AZ
AUM $261MTEAM 8REPS 4
Other AUM ranges
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