RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Centennial Advisors, LLC
RIAAustin, TX
AUM $237MTEAM 22REPS 11
North American Wealth Advisors Inc.
RIAJordan, MN
AUM $237MTEAM 3REPS 1
Pento Portfolio Strategies, LLC
RIANaples, FL
AUM $237MTEAM 3REPS 2
Elderado Financial, Inc
RIAMontrose, CO
AUM $237MTEAM 5REPS 6
Soundcore Capital Partners, LLC
RIANew York, NY
AUM $237MTEAM 3REPS 3
Fort Vancouver Investment Management, LLC
RIAVancouver, WA
AUM $237MTEAM 4REPS 4
Cambridge Retirement Partners
RIAAUM $237MTEAM 2REPS 2
Valterra Partners LLC
RIAAustin, TX
AUM $237MTEAM 6REPS 3
Minerva Planning Group
RIADecatur, GA
AUM $237MTEAM 5REPS 4
Clarity Wealth Management, L.L.C.
RIAGilbert, AZ
AUM $237MTEAM 5REPS 4
Axiom Investment Management LLC
RIANew York, NY
AUM $237MTEAM 10REPS 3
Your Private Client Group, Inc.
RIAAUM $237MTEAM 2REPS 2
Nvest Wealth Strategies, Inc.
RIAPowell, OH
AUM $237MTEAM 4REPS 3
Fireside Capital Advisors
RIADallas, TX
AUM $237MTEAM 4REPS 4
Level Wealth Management LLC
RIAGreensboro, NC
AUM $237MTEAM 3REPS 2
Spectrum Financial Inc
RIAVirginia Beach, VA
AUM $236MTEAM 9REPS 3
Schamberger, Greylak & Utterback Wealth Management, LLC
RIALa Crosse, WI
AUM $236MTEAM 7REPS 6
Castle Wealth Planning
RIASanta Barbara, CA
AUM $236MTEAM 3REPS 1
Lanier Financial Group LLC
RIAAthens, GA
AUM $236MTEAM 6REPS 6
Rule One Partners, LLC
RIAMoreland, GA
AUM $236MTEAM 6REPS 3
Sygnus Capital Pr LLC
RIAGuaynabo, PR
AUM $236MTEAM 31REPS 6
Millares Asset Management, LLC
RIACoral Gables, FL
AUM $236MTEAM 3REPS 3
Ipsen Advisor Group
RIALittle Rock, AR
AUM $236MTEAM 5REPS 3
R2 Wealth Management Partners
RIALincoln, NE
AUM $236MTEAM 3REPS 3
Other AUM ranges
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