RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Chaney Capital Management Inc.
RIALynnwood, WA
AUM $456MTEAM 6REPS 6
Cove Private Wealth, LLC
RIAOyster Bay, NY
AUM $455MTEAM 2REPS 4
Sicart Associates, LLC
RIANew York, NY
AUM $455MTEAM 3REPS 2
Flourish Wealth Management Inc.
RIAEdina, MN
AUM $455MTEAM 7REPS 4
Eagle Capital Management, LLC
RIAMandeville, LA
AUM $455MTEAM 3REPS 2
Cedar Cove Wealth Partners
RIABloomington, MN
AUM $455MTEAM 14REPS 11
IVC Wealth Advisors LLC
RIASilverdale, PA
AUM $455MTEAM 8REPS 6
Selective Wealth Management, Inc.
RIAForest, VA
AUM $455MTEAM 9REPS 9
Whitestar Advisors, LLC
RIABoca Raton, FL
AUM $454MTEAM 8REPS 1
New Water Capital, L.P.
RIABoca Raton, FL
AUM $454MTEAM 12REPS 2
Signature Wealth Management Partners, LLC
RIAMontvale, NJ
AUM $454MTEAM 8REPS 6
Provenance Management Co, LP
RIABeverly Hills, CA
AUM $454MTEAM 8REPS 3
Confidence Wealth Management, Inc.
RIALos Angeles, CA
AUM $454MTEAM 19REPS 9
Axient Investment Advisors LLC
RIAHuntsville, AL
AUM $454MTEAM 18REPS 13
Wakefield Asset Management, Lllp
RIAEnglewood, CO
AUM $454MTEAM 11REPS 4
Columbus Investment Advisory Inc.
RIANew Albany, OH
AUM $454MTEAM 9REPS 7
Laurel Wealth Planning
RIAEdina, MN
AUM $454MTEAM 8REPS 6
Silver Grove Advisory Services
RIAOrchard Park, NY
AUM $454MTEAM 17REPS 17
Brant Point Investment Management LLC
RIANew York, NY
AUM $453MTEAM 6REPS 2
Richmond Investment Services LLC
RIAMequon, WI
AUM $453MTEAM 14REPS 14
Robinswood Financial
RIAKirkland, WA
AUM $453MTEAM 6REPS 7
Prentiss Smith & Company, Inc.
RIABrattleboro, VT
AUM $453MTEAM 8REPS 11
Cross Island Advisors LLC
RIADarien, CT
AUM $453MTEAM 1REPS 1
Mcclarren Financial Advisors
RIAState College, PA
AUM $453MTEAM 9REPS 8
Other AUM ranges
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