RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cedarwood Wealth
RIAHighlands Ranch, CO
AUM $213MTEAM 3REPS 3
Signal Tree Financial Partners LLC
RIACopley, OH
AUM $213MTEAM 7REPS 6
724 Asset Management, LLC
RIAAUM $213MTEAM 2REPS 1
Lendistry Capital Partners, LLC
RIALos Angeles, CA
AUM $213MTEAM 9REPS 5
Elite Income Advisors, Inc.
RIAEllicott City, MD
AUM $213MTEAM 7REPS 7
Miai, Inc.
RIADallas, TX
AUM $213MTEAM 4REPS 8
Lake Pacific Partners
RIADallas, TX
AUM $213MTEAM 2REPS 2
AO Wealth Advisory
RIAUrbandale, IA
AUM $213MTEAM 7REPS 4
Dominguez Wealth Management Solutions, Inc.
RIAWilliamsburg, VA
AUM $213MTEAM 2REPS 2
J.E. Simmons & Co, P.C.
RIADallas, TX
AUM $213MTEAM 4REPS 4
Simmons Capital Group
RIAHalfmoon, NY
AUM $213MTEAM 11REPS 7
Financial Freedom House
RIAWaterford, MI
AUM $213MTEAM 10REPS 6
Sensenig Capital Advisors, Inc.
RIACollegeville, PA
AUM $213MTEAM 6REPS 3
Mathis Wealth Management
RIAPhoenix, AZ
AUM $213MTEAM 5REPS 5
Sacks & Associates, LLC
RIAWarren, NJ
AUM $213MTEAM 4REPS 3
BCK Partners, Inc.
RIACorning, NY
AUM $213MTEAM 5REPS 2
Gibraltar Wealth Management, LLC
RIAAbington, PA
AUM $213MTEAM 5REPS 6
Financial Planning Services
RIAFort Wayne, IN
AUM $213MTEAM 7REPS 7
Harding Wealth, Inc.
RIATempe, AZ
AUM $213MTEAM 4REPS 3
GEN Cap America, Inc.
RIANashville, TN
AUM $213MTEAM 9REPS 6
Up Capital Management, Inc.
RIAAUM $213MTEAM 4REPS 2
Urban Wealth Management Or Uwm
RIAAUM $213MTEAM 6REPS 4
Brixton Capital Wealth Advisors, LLC
RIAGarden City, NY
AUM $212MTEAM 7REPS 5
Sequoia S.F.A.
RIAZurich
AUM $212MTEAM 3REPS 3
Other AUM ranges
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