RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
210 Financial
RIAMorton, IL
AUM $243MTEAM 16REPS 8
Zephyr Wealth Management
RIAWestlake Village, CA
AUM $243MTEAM 6REPS 3
Matthias Private Wealth, LLC
RIAWinter Park, FL
AUM $243MTEAM 12REPS 2
Blue Spark Capital Advisors
RIANew York, NY
AUM $243MTEAM 4REPS 2
Plante Moran Real Estate Investment Advisors
RIASouthfield, MI
AUM $243MTEAM 17REPS 9
Blalock Williams, LLC
RIAAlexander City, AL
AUM $243MTEAM 4REPS 4
Chiron Capital Management, LLC
RIATallahassee, FL
AUM $243MTEAM 6REPS 2
Little Harbor Advisors, LLC
RIAMarblehead, MA
AUM $243MTEAM 13REPS 7
Cladis Investment Advisory LLC
RIABillings, MT
AUM $243MTEAM 3REPS 3
Rayburn West Financial Services
RIANashville, TN
AUM $243MTEAM 2REPS 2
Seminole Advisory Services, LLC
RIABelleair Bluffs, FL
AUM $243MTEAM 4REPS 4
Waypoint Wealth Management
RIATimonium, MD
AUM $242MTEAM 1REPS 2
Munn Wealth Management, LLC
RIAMaumee, OH
AUM $242MTEAM 10REPS 8
Bain Capital Public Equity, LP
RIABoston, MA
AUM $242MTEAM 26REPS 6
Anson Analytics
RIATyrone, GA
AUM $242MTEAM 5REPS 3
Position Wealth
RIAThe Woodlands, TX
AUM $242MTEAM 3REPS 3
Mcbroom & Associates, LLC
RIALas Vegas, NV
AUM $242MTEAM 4REPS 3
Excelsior Investors
RIAExcelsior, MN
AUM $242MTEAM 2REPS 1
NRG Wealth Management
RIAOro Valley, AZ
AUM $242MTEAM 5REPS 4
Sanchez & Zures, LLC
RIAMclean, VA
AUM $242MTEAM 2REPS 2
Revolution Capital, LLC
RIAOmaha, NE
AUM $242MTEAM 8REPS 3
Vanderbilt Avenue Asset Management LLC
RIANew York, NY
AUM $242MTEAM 6REPS 6
Adolos Asset Management
RIAAUM $242MTEAM 6REPS 2
Robbins Wealth Management
RIAErie, PA
AUM $242MTEAM 3REPS 4
Other AUM ranges
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