RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Boyce & Associates Wealth Consulting, Inc.
RIACedar Park, TX
AUM $245MTEAM 8REPS 8
City Different Investments
RIASanta Fe, NM
AUM $244MTEAM 16REPS 16
Lederer & Associates Investment Counsel
RIALong Beach, CA
AUM $244MTEAM 3REPS 3
Gulfstream Cm, LLC
RIASummit, NJ
AUM $244MTEAM 8REPS 6
Bazis Private Wealth, LLC
RIAOmaha, NE
AUM $244MTEAM 5REPS 4
Bandera Partners
RIABrooklynn, NY
AUM $244MTEAM 6REPS 6
TYR Capital Advisors, LLC
RIAOverland Park, KS
AUM $244MTEAM 19REPS 3
Shorevest Partners, Ltd.
RIATortola
AUM $244MTEAM 27REPS 5
Richardson Wealth (USA) Limited
RIAToronto Ontario
AUM $244MTEAM 78REPS 15
Ares Financial Consulting LLC
RIACalabasas, CA
AUM $244MTEAM 5REPS 4
Invera Wealth Advisors LLC
RIAAUM $244MTEAM 3REPS 2
Legacy Solutions, LLC
RIAKennett Square, PA
AUM $244MTEAM 6REPS 4
Abundant Wealth Management LLC
RIAStamford, CT
AUM $244MTEAM 4REPS 3
Foundation Capital Management, LLC
RIAEast Norriton, PA
AUM $244MTEAM 2REPS 2
Stegent Equity Advisors Inc.
RIAHouston, TX
AUM $244MTEAM 3REPS 2
Pinnacle Wealth Management Group, Inc.
RIAPlymouth, MI
AUM $244MTEAM 4REPS 4
Evergreen Capital Associates LLC
RIAPlainsboro, NJ
AUM $244MTEAM 33REPS 8
Brahma Management LLC
RIAAUM $244MTEAM 4REPS 1
Prattes Wealth Partners
RIANewport Beach, CA
AUM $244MTEAM 5REPS 2
Pursue Wealth Partners, LLC
RIAAUM $243MTEAM 3REPS 2
JRE Advisors LLC
RIANew York, NY
AUM $243MTEAM 9REPS 3
Exit Wealth Advisors
RIAAlpharetta, GA
AUM $243MTEAM 7REPS 6
Rinaldi Wealth Management, Inc.
RIABonita Springs, FL
AUM $243MTEAM 3REPS 3
Capstone Wealth Management Group, Inc.
RIABend, OR
AUM $243MTEAM 5REPS 5
Other AUM ranges
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