RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Emerald Bay Wealth Management LLC
RIATahoe City, CA
AUM $200MTEAM 2REPS 1
URS Advisory
RIAJupiter, FL
AUM $200MTEAM 7REPS 4
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
MH & Associates Securities Management Corporation
RIACarlsbad, CA
AUM $200MTEAM 4REPS 4
Tandem Investment Partners, LLC
RIABordentown, NJ
AUM $200MTEAM 4REPS 4
Laughlin Financial LLC
RIABloomington, IN
AUM $200MTEAM 2REPS 1
Post Capital Partners
RIANew York, NY
AUM $200MTEAM 8REPS 3
Fulham & Co
RIAWellesley, MA
AUM $200MTEAM 11REPS 3
Thompson Capital Management, LLC
RIAAUM $200MTEAM 3REPS 4
Chapman Investment Management, LLC
RIAAUM $200MTEAM 1REPS 1
Radix Organization, Inc.
RIANew York, NY
AUM $200MTEAM 4REPS 3
Genesis Wealth Advisors, LLC
RIABraintree, MA
AUM $200MTEAM 7REPS 6
Asset Management Group
RIACartersville, GA
AUM $200MTEAM 5REPS 4
Allen Capital Management, LLC
RIAVancouver, WA
AUM $200MTEAM 9REPS 2
Newbore Wealth Management, Inc.
RIAGladstone, OR
AUM $200MTEAM 3REPS 2
WH Cornerstone Investments Inc.
RIADuxbury, MA
AUM $200MTEAM 6REPS 4
AI Alpha LLC
RIAGrand Rapids, MI
AUM $200MTEAM 3REPS 3
Credit Bridge Advisors LLC
RIAAUM $200MTEAM 6REPS 3
Aspen Private Advisors, LLC
RIASioux Falls, SD
AUM $200MTEAM 5REPS 5
Flagship Capital Management Inc
RIAMedia, PA
AUM $200MTEAM 4REPS 3
Planning Works Advisory, Inc.
RIAAustin, TX
AUM $200MTEAM 4REPS 4
Smbc Asset Management, Inc.
RIANew York, NY
AUM $200MTEAM 15REPS 2
Other AUM ranges
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