RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
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 5
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 3
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
URS Advisory
RIAJupiter, FL
AUM $200MTEAM 6REPS 3
Comprehensive Money Management Services LLC
RIAAUM $200MTEAM 2REPS 2
Harvest Investment Advisors, LLC
RIAAUM $200MTEAM 2REPS 2
Weingarten Associates, L.L.C.
RIALawrenceville, NJ
AUM $200MTEAM 2REPS 2
Tandem Investment Partners, LLC
RIABordentown, NJ
AUM $200MTEAM 4REPS 4
Laughlin Financial LLC
RIABloomington, IN
AUM $200MTEAM 2REPS 2
Other AUM ranges
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