RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Radix Financial, LLC
RIAGeorge Town
AUM $232MTEAM 2REPS 2
Yardley Wealth Management LLC
RIAYardley, PA
AUM $232MTEAM 8REPS 5
Alpha Innovations Ltd.
RIAHamilton
AUM $232MTEAM 10REPS 4
Roppel Capital Management LLC
RIAPark Ridge, IL
AUM $231MTEAM 3REPS 2
Svrn Asset Management, LLC
RIAAustin, TX
AUM $231MTEAM 2REPS 2
Taurus Capital Advisors, LLC
RIALake Oswego, OR
AUM $231MTEAM 5REPS 4
BRX Global
RIAGreenwich, CT
AUM $231MTEAM 3REPS 3
L&S Investment Advisors, LLC
RIAMiami, FL
AUM $231MTEAM 8REPS 8
Financial Concepts Unlimited, Inc.
RIAAUM $231MTEAM 3REPS 1
Andrew Hill Investment Advisors, Inc.
RIANaples, FL
AUM $231MTEAM 4REPS 4
BXM Wealth LLC
RIAEnglewood, CO
AUM $231MTEAM 4REPS 4
Vann Equity Management LLC
RIAPlano, TX
AUM $231MTEAM 5REPS 6
ACM
RIAWayzata, MN
AUM $231MREPS 2
Wharton Midmarket Investment Advisors Inc
RIAWoodbridge, CT
AUM $231MTEAM 2REPS 2
Tenzing Financial LLC
RIAWilliamsburg, VA
AUM $231MTEAM 5REPS 3
Sachem Investment Counsel LLC
RIAAUM $231MTEAM 1REPS 1
Apis & Heritage Capital Partners, LLC
RIAWashington, DC
AUM $231MTEAM 10REPS 5
Draper Asset Management, LLC
RIASmithtown, NY
AUM $231MTEAM 9REPS 6
Concorde Financial Resources
RIAYork, SC
AUM $231MTEAM 2REPS 3
Arch Global Advisors, LLC
RIANew York, NY
AUM $231MTEAM 16REPS 7
Bluhaus Capital Management LLC
RIAGuaynabo, PR
AUM $231MTEAM 3REPS 3
Unimar
RIAMiami, FL
AUM $231MTEAM 3REPS 3
Disciplined Portfolio Solutions LLC
RIAAUM $231MTEAM 1REPS 1
Amplify Financial, LLC
RIAScottsdale, AZ
AUM $231MTEAM 7REPS 8
Other AUM ranges
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