RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Terra Nova Asset Management LLC
RIANew York, NY
AUM $220MTEAM 2REPS 2
Cabin Advisors, LLC
RIAOverland Park, KS
AUM $220MTEAM 15REPS 15
Cornerstone Financial Group
RIAAppleton, WI
AUM $220MTEAM 5REPS 5
Stabilis Capital Management, LP
RIANew York, NY
AUM $220MTEAM 12REPS 2
Reicon Wealth Advisors, LLC
RIAAtlanta, GA
AUM $220MTEAM 5REPS 5
Jericho Financial
RIAWesterville, OH
AUM $220MTEAM 3REPS 3
Sargasso Partners LLP
RIALondon
AUM $220MTEAM 3REPS 3
Strategic Swiss Advisors Ag
RIAWollerau
AUM $220MTEAM 3REPS 5
Robert Priske, LLC
RIAHonolulu, HI
AUM $220MTEAM 2REPS 2
Solyco Capital LLC
RIARochester, MI
AUM $220MTEAM 42REPS 2
Alpha Wealth Strategies, LLC
RIAAUM $220MTEAM 2REPS 2
Ekon Advisors, LLC
RIASaint Louis, MO
AUM $220MTEAM 3REPS 3
RHS Financial, LLC
RIASan Francisco, CA
AUM $220MTEAM 2REPS 2
Elevation Wealth Partners LLC
RIAAUM $220MTEAM 2REPS 2
The Personal Wealth Coach
RIASalado, TX
AUM $220MTEAM 3REPS 4
Wealthplans, LLC
RIAFrederick, MD
AUM $220MTEAM 1REPS 1
Tolis Advisors, LP
RIANew York, NY
AUM $220MTEAM 5REPS 3
Copper Leaf Financial, LLC
RIAWilliston, VT
AUM $220MTEAM 4REPS 4
Newbridge Wealth Management
RIABryn Mawr, PA
AUM $220MTEAM 3REPS 3
Skyoak Capital, Inc.
RIALas Vegas, NV
AUM $219MTEAM 5REPS 3
Slocum, Gordon & Co LLP
RIANewport, RI
AUM $219MTEAM 5REPS 3
Robert Stephen Capital Management LLC
RIATulsa, OK
AUM $219MTEAM 5REPS 5
Motiv8 Investments LLC
RIAPort Saint Lucie, FL
AUM $219MTEAM 21REPS 11
Four Quadrant Wealth Advisors, Inc.
RIACarmel, IN
AUM $219MTEAM 34REPS 8
Other AUM ranges
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