RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Davidson Wealth Management LLC
RIAForked River, NJ
AUM $172MTEAM 5REPS 3
Prosperity Road, LLC
RIASanta Ana, CA
AUM $172MTEAM 3REPS 3
Larsen Wealth Management
RIAEl Dorado Hills, CA
AUM $172MTEAM 3REPS 3
Nexwealth LLC
RIAPalm Beach Gardens, FL
AUM $172MTEAM 6REPS 2
Steinberg Asset Management, LLC
RIANew York, NY
AUM $172MTEAM 5REPS 3
Meta Wealth Advisory
RIATimonium, MD
AUM $172MTEAM 3REPS 1
Investor Advisory Group
RIACharlotte, NC
AUM $172MTEAM 4REPS 4
Mcintyre, Freedman & Flynn Investment Advisers, Inc.
RIAOrleans, MA
AUM $172MTEAM 5REPS 1
Ascent Capital Partners, LLC
RIAScottsdale, AZ
AUM $172MTEAM 10REPS 7
Clayton Partners LLC
RIABerkeley, CA
AUM $172MTEAM 4REPS 3
Rioblanco Capital LLC
RIASan Juan, PR
AUM $172MTEAM 17REPS 4
Nightview Capital, LLC
RIAClearwater, FL
AUM $172MTEAM 4REPS 4
Pinnacle Portfolio Advisors
RIAAUM $172MTEAM 3REPS 3
Financial Solutions Associates
RIADedham, MA
AUM $172MTEAM 2REPS 2
Chesapeake Capital Corporation
RIATampa, FL
AUM $172MTEAM 6REPS 3
Opulen Financial Group, LLC
RIAArlington, VA
AUM $172MTEAM 1REPS 2
Koob Wealth Management, LLC
RIAWhite Bear Lake Township, MN
AUM $172MTEAM 3REPS 2
Triangle Investment Management, LLC
RIANew York, NY
AUM $172MTEAM 13REPS 5
Evolution Wealth Management Inc.
RIAFort Myers, FL
AUM $172MTEAM 7REPS 5
Ellerbrock-Norris Wealth Strategies LLC
RIAOmaha, NE
AUM $172MTEAM 2REPS 2
Crawford Financial Planning & Consulting
RIAModesto, CA
AUM $172MTEAM 2REPS 1
Cavu Wealth Advisors, LLC
RIAWalnut Creek, CA
AUM $172MTEAM 3REPS 2
Scottsdale Wealth Planning, Inc.
RIAScottsdale, AZ
AUM $172MTEAM 2REPS 2
Voyage Wealth Management, LLC
RIAAUM $172MTEAM 2REPS 1
Other AUM ranges
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