RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Michael Brady & Co, LLC
RIAWestlake, OH
AUM $249MTEAM 2REPS 2
Cassedy Financial Group, Inc.
RIATampa, FL
AUM $248MTEAM 4REPS 3
Tribeca Financial, LLC
RIAMesa, AZ
AUM $248MTEAM 6REPS 6
DWD Portfolio Solutions, Inc.
RIAPittsburgh, PA
AUM $248MTEAM 6REPS 5
The Clifford Group LLC
RIAWayland, MA
AUM $248MTEAM 6REPS 3
Atwater Wealth Management, Inc.
RIABoston, MA
AUM $248MTEAM 3REPS 3
Luedtke & Associates
RIAAUM $248MTEAM 5REPS 3
Masters Legacy Planning
RIALinwood, NJ
AUM $248MTEAM 5REPS 3
Rosenwald Capital Management, Inc.
RIARedondo Beach, CA
AUM $248MTEAM 6REPS 6
Aacp Investments, LLC
RIANew York, NY
AUM $248MTEAM 12REPS 3
Cedar Point Capital Partners, LLC
RIACedar Rapids, IA
AUM $248MTEAM 7REPS 6
Gramercy Strategic Capital LLC
RIAAUM $248MTEAM 1REPS 2
Everspire
RIAMidvale, UT
AUM $248MTEAM 20REPS 21
Focus Wealth Advisors, LLC
RIAHouston, TX
AUM $248MTEAM 1REPS 2
Cove Capital Management Inc.
RIABrentwood, TN
AUM $248MTEAM 3REPS 1
Nova Wealth Management, Inc.
RIABonita Springs, FL
AUM $248MTEAM 7REPS 7
Propel Bio Management, LLC
RIALos Angeles, CA
AUM $247MTEAM 7REPS 2
Wealth Intelligence, LLC
RIAColumbus, GA
AUM $247MTEAM 5REPS 4
Keystone Financial Group, Inc.
RIAAtlanta, GA
AUM $247MTEAM 7REPS 7
Kral Financial Advisors, LLC
RIAAUM $247MTEAM 1REPS 1
SR Alternative Credit, LLC
RIADarien, CT
AUM $247MTEAM 9REPS 3
Amplius Asset Management, LLC
RIABlue Bell, PA
AUM $247MTEAM 12REPS 3
BPP Wealth Solutions, LLC
RIABasking Ridge, NJ
AUM $247MTEAM 6REPS 6
Blueline Advisors
RIAExeter, NH
AUM $247MTEAM 3REPS 4
Other AUM ranges
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