RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Lewis & Clark Partners, LLC
RIASaint Louis, MO
AUM $263MTEAM 25REPS 6
Nerdwallet Wealth Partners, LLC
RIANew York, NY
AUM $263MTEAM 23REPS 21
Redwood Financial Network
RIASolon, OH
AUM $263MTEAM 11REPS 8
Semus Wealth Partners, LLC
RIABoca Raton, FL
AUM $263MTEAM 3REPS 1
Salus Financial Advisors
RIAAUM $263MTEAM 5REPS 5
Newport Wealth Advisors, Inc.
RIANewport Beach, CA
AUM $263MTEAM 8REPS 6
Tamalpais Asset Management
RIALarkspur, CA
AUM $263MTEAM 8REPS 7
Empery Asset Management, LP
RIANew York, NY
AUM $262MTEAM 6REPS 2
Waterstone Financial Advisory LLC
RIAFort Myers, FL
AUM $262MTEAM 5REPS 3
Stark Wealth Management LLC
RIABethlehem, PA
AUM $262MTEAM 4REPS 6
Private Financial Counseling
RIALos Angeles, CA
AUM $262MTEAM 10REPS 4
Horizon Financial Services, LLC
RIAWinston Salem, NC
AUM $262MTEAM 8REPS 6
Charleston Financial Advisors, LLC
RIACharleston, SC
AUM $262MTEAM 5REPS 2
Brucke Financial, Inc.
RIAAUM $262MTEAM 6REPS 5
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
Timecapital Investor Advisory Services Inc
RIAPort Jefferson Station, NY
AUM $262MTEAM 2REPS 4
Team Financial Strategies
RIAAbilene, TX
AUM $262MTEAM 11REPS 13
AG Dillon Asset Management LP
RIANew York, NY
AUM $262MTEAM 1REPS 1
Allied Asset Advisors Inc
RIAHometown, IL
AUM $262MTEAM 3REPS 9
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
Other AUM ranges
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