RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Journey Beyond Wealth
RIARoswell, GA
AUM $250MTEAM 6REPS 4
Tritonpoint Capital, LLC
RIAChevy Chase, MD
AUM $250MTEAM 3REPS 8
Ehrlich Financial Group
RIALaguna Niguel, CA
AUM $250MTEAM 5REPS 4
Altura Wealth Advisors Inc.
RIASanta Clara, CA
AUM $250MTEAM 12REPS 4
Beadell A D Investment Counsel Inc
RIAMequon, WI
AUM $250MTEAM 2REPS 2
Firstrust
RIADaytona Beach, FL
AUM $250MTEAM 6REPS 5
Swiss Usadvisors
RIAZurich
AUM $250MTEAM 4REPS 1
Investology Inc.
RIAReston, VA
AUM $250MTEAM 5REPS 4
Bison Capital Advisors, LLC
RIAOklahoma City, OK
AUM $250MTEAM 4REPS 2
Rutherford Investment Management
RIAPortland, OR
AUM $250MTEAM 4REPS 4
Dean Wealth Partners, LLC
RIAAustin, TX
AUM $250MTEAM 4REPS 2
Oxenfree Financial
RIAMelbourne, FL
AUM $250MTEAM 8REPS 8
Tidecrest Wealth Management, LLC
RIANewport Beach, CA
AUM $250MTEAM 3REPS 3
Braun-Bostich & Associates Inc.
RIACanonsburg, PA
AUM $250MTEAM 7REPS 4
Vandalia Wealth
RIACharleston, WV
AUM $250MTEAM 22REPS 11
Processus Wealth & Capital Management, LLC
RIAAUM $250MTEAM 2REPS 2
Summit Wealth Management Group, Inc.
RIACamarillo, CA
AUM $250MTEAM 6REPS 4
Calabasas Advisory Group, LLC
RIAWestlake Village, CA
AUM $250MTEAM 2REPS 2
Northill Aims, LLC
RIARichardson, TX
AUM $249MTEAM 2REPS 2
Chancellor Financial Group Wb LP
RIAWilkes Barre, PA
AUM $249MTEAM 9REPS 7
Prairie Rivers Investments, LLC
RIARobinson, IL
AUM $249MTEAM 5REPS 4
E. Batoff & Co, Inc.
RIATampa, FL
AUM $249MTEAM 1REPS 1
Guided Capital Wealth Management, LLC
RIAHouston, TX
AUM $249MTEAM 5REPS 4
Bolton Investment
RIATowson, MD
AUM $249MTEAM 11REPS 7
Other AUM ranges
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