RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Seven Six Capital Management, LLC
RIANew York, NY
AUM $186MTEAM 4REPS 2
Larson Financial Planning Inc.
RIAAUM $186MTEAM 1REPS 1
Delos Private Client Group, LLC
RIADallas, TX
AUM $186MTEAM 9REPS 8
Archer Pointe Wealth Management, LLC
RIADavis, CA
AUM $186MTEAM 2REPS 2
Crown Point Wealth Advisors
RIAHood River, OR
AUM $186MTEAM 3REPS 3
Niles Investment Management, LLC
RIAPlantation, FL
AUM $185MTEAM 4REPS 3
Hoffman Capital Advisors LLC
RIACranberry Township, PA
AUM $185MTEAM 7REPS 6
Networth Advisors, LLC
RIACanonsburg, PA
AUM $185MTEAM 12REPS 6
Ahara Advisors
RIAJersey City, NJ
AUM $185MTEAM 3REPS 3
Guild Investment Management, Inc.
RIAWestlake Village, CA
AUM $185MTEAM 4REPS 4
Meadowbrook Investment Advisors LLC
RIALivonia, MI
AUM $185MTEAM 3REPS 3
Emissary Wealth
RIAHackensack, NJ
AUM $185MTEAM 6REPS 6
Boon Capital Advisors LLC
RIANorthbrook, IL
AUM $185MTEAM 2REPS 1
Jackson Avenue, LLC
RIAAUM $185MTEAM 2REPS 2
Halberstadt Financial Consultants Inc
RIAPrinceton, NJ
AUM $185MTEAM 5REPS 4
Strategic Advisory Services, L.L.C.
RIAHouston, TX
AUM $185MTEAM 5REPS 4
Schwarz Investment Partners
RIASilver Lake, KS
AUM $185MTEAM 3REPS 2
Brindle & Bay Financial Advisors, LLC
RIAFrisco, TX
AUM $185MTEAM 4REPS 4
PCB Capital LLC
RIAEast Brunswick, NJ
AUM $185MTEAM 5REPS 2
Torrey-Payne Wealth Management
RIAPasadena, CA
AUM $185MTEAM 2REPS 2
Logic Wealth Management, LLC
RIAPasadena, CA
AUM $185MTEAM 9REPS 8
Vision One Management Partners, LP
RIAMiami, FL
AUM $185MTEAM 6REPS 4
Statera Wealth Management
RIASt George, UT
AUM $185MTEAM 8REPS 5
Greenway Wealth Advisors, LLC
RIACharlotte, NC
AUM $185MTEAM 4REPS 4
Other AUM ranges
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