RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Accruent Wealth Advisors
RIAWinston Salem, NC
AUM $198MTEAM 3REPS 3
Preston Investments
RIAKingman, AZ
AUM $198MTEAM 5REPS 4
Bengal Asset Management, LLC
RIASanta Monica, CA
AUM $198MTEAM 7REPS 2
Boardwalk Financial Strategies LLC
RIAHartland, WI
AUM $198MTEAM 6REPS 3
Attentive Investments, LLC
RIAStockton, CA
AUM $197MTEAM 5REPS 1
Inman Financial Services, Inc.
RIAPortland, OR
AUM $197MTEAM 5REPS 4
Vanheel Management Limited
RIAHong Kong Sar
AUM $197MTEAM 8REPS 2
Copper Beech Financial Group, LLC
RIAMoorestown, NJ
AUM $197MTEAM 9REPS 3
Rydar Equities, Inc.
RIAWeatherford, TX
AUM $197MTEAM 2REPS 2
Bautis Financial, LLC
RIAMontclair, NJ
AUM $197MTEAM 5REPS 2
Global Partnerships
RIASeattle, WA
AUM $197MTEAM 41REPS 4
APS Investment Management Group
RIAJackson, CA
AUM $197MTEAM 2REPS 2
Osprey Capital Management Corp.
RIAMiami Beach, FL
AUM $197MTEAM 1REPS 1
L Capital, LLC
RIAWindsor, CA
AUM $197MTEAM 3REPS 2
Davis Wealth Advisors
RIASalem, NH
AUM $197MTEAM 6REPS 4
Concordia Wealth Management, LLC
RIAConcord, MA
AUM $197MTEAM 4REPS 2
Unified Retirement Planning Group
RIABriarcliff Manor, NY
AUM $197MTEAM 2REPS 2
Keefer Pension Consulting, Inc.
RIAEl Segundo, CA
AUM $197MTEAM 1REPS 1
Schwallier Wealth Management
RIAGrand Rapids, MI
AUM $197MTEAM 3REPS 4
Bireme Capital, LLC
RIARockville, MD
AUM $197MTEAM 2REPS 3
Reciprocal Venture Management, L.L.C.
RIANew York, NY
AUM $197MTEAM 5REPS 2
REI Wealth Management
RIAAUM $197MTEAM 2REPS 1
RLH Capital, LLC
RIAAUM $197MTEAM 1REPS 1
Bradley Wealth LLC
RIAScottsdale, AZ
AUM $197MTEAM 5REPS 3
Other AUM ranges
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