RIAs: $100M – $500M AUM
7,657 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Kraematon Investment Advisors, Inc.
RIABraintree, MA
AUM $202MTEAM 2REPS 1
Saul Wealth Advisors, LLC
RIAMiami, FL
AUM $201MTEAM 4REPS 1
Harren Equity Partners, LLC
RIACharlottesville, VA
AUM $201MTEAM 5REPS 2
Keystone Wealth Advisors, Incorporated
RIAEagan, MN
AUM $201MTEAM 3REPS 3
Paradigm Wealth Advisory LLC
RIABridgewater, NJ
AUM $201MTEAM 14REPS 7
Pacific Financial Strategies, Inc
RIAThousand Oaks, CA
AUM $201MTEAM 5REPS 3
Authentic Ventures Investment Manager, LLC
RIAOakland, CA
AUM $201MTEAM 3REPS 2
Strategic Advisory Services
RIAMemphis, TN
AUM $201MTEAM 10REPS 8
Regents Partners, LLC
RIAAUM $201MTEAM 3REPS 1
Waverley Wealth Management LLC
RIAMountain View, CA
AUM $201MTEAM 2REPS 2
Upper Left Wealth Management, LLC
RIAAUM $201MTEAM 2REPS 2
Macquarie Asset Management Credit Advisers US, LLC
RIANew York, NY
AUM $201MTEAM 10REPS 5
Sterling Manor Financial, LLC
RIASaratoga Springs, NY
AUM $201MTEAM 3REPS 3
My Portfolio Guide, LLC
RIASeal Beach, CA
AUM $201MTEAM 2REPS 2
Stride Investments, LLC
RIAChicago, IL
AUM $201MTEAM 8REPS 4
Legion Partners Asset Management, LLC
RIALos Angeles, CA
AUM $201MTEAM 4REPS 3
Eldridge Sme Advisers
RIANew York, NY
AUM $201MTEAM 292REPS 6
Blue Capital
RIAOmaha, NE
AUM $201MTEAM 7REPS 4
Calculated Wealth
RIAMadison, WI
AUM $201MTEAM 5REPS 4
Argo Management And Research Company, LLC
RIAAUM $201MTEAM 3REPS 2
Farrell Financial
RIAOrchard Park, NY
AUM $201MTEAM 3REPS 2
RMG Advisors
RIARockville, MD
AUM $200MTEAM 6REPS 3
Emerald Bay Wealth Management LLC
RIATahoe City, CA
AUM $200MTEAM 2REPS 1
U.S Private Wealth, LLC
RIAPalm Beach Gardens, FL
AUM $200MTEAM 3REPS 3
Other AUM ranges
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