RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
WAX Asset Management LLC
RIAAUM $181MTEAM 1REPS 2
Vauban Wealth Management
RIAGuaynabo, PR
AUM $181MTEAM 2REPS 3
Murphy Clarke Williams & Stone LLC
RIAMiami Beach, FL
AUM $181MTEAM 2REPS 3
Chronos Capital Advisors LLC
RIAMiami, FL
AUM $181MTEAM 2REPS 2
Cole Wealth Management, LLC
RIAScottsdale, AZ
AUM $181MTEAM 4REPS 4
Carry Advisors LLC
RIABrooklynn, NY
AUM $181MTEAM 2REPS 2
Square Nine Capital, LP
RIALos Angeles, CA
AUM $181MTEAM 6REPS 4
Atmos Advisory, LLC
RIAPittsburgh, PA
AUM $181MTEAM 4REPS 4
Cornerstone Investment Advisors, LLC
RIABoulder, CO
AUM $181MTEAM 2REPS 2
Saperston Legacy Advisors, Inc.
RIAHamburg, NY
AUM $181MTEAM 5REPS 5
Ellis Financial Planning
RIAClarksville, TN
AUM $181MTEAM 7REPS 5
Horowitz & Company, Inc.
RIAFort Lauderdale, FL
AUM $181MTEAM 2REPS 2
Richard Brothers, Financial Advisors
RIASouth Portland, ME
AUM $181MTEAM 10REPS 7
Alpine Woods Capital Investors, LLC
RIAPurchase, NY
AUM $181MTEAM 12REPS 5
Pereon Wealth LLC
RIAAUM $181MTEAM 7REPS 1
Integrity Capital Management
RIAKingsport, TN
AUM $181MTEAM 4REPS 4
Consortium Brand Partners, LLC
RIAAUM $181MTEAM 4REPS 3
CYR Financial Inc.
RIAHennepin, IL
AUM $181MTEAM 9REPS 5
Accelerated Wealth Advisors LLC
RIAColorado Springs, CO
AUM $180MTEAM 10REPS 2
Broad Reach Capital LLC
RIARaleigh, NC
AUM $180MTEAM 4REPS 3
Roxbury Financial
RIAMount Arlington, NJ
AUM $180MTEAM 3REPS 2
Woloshin Investment Management, LLC
RIAMedford, NJ
AUM $180MTEAM 3REPS 3
Vera Lake Capital, LLC
RIAEdina, MN
AUM $180MTEAM 3REPS 2
Paladin Partners
RIAHartland, WI
AUM $180MTEAM 2REPS 2
Other AUM ranges
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