RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Donald W. Nicholson & Associates Ltd
RIAWilmington, DE
AUM $171MTEAM 5REPS 4
Prairie View Wealth Partners LLC
RIASioux Falls, SD
AUM $171MTEAM 3REPS 3
Cain Capital Management, LP
RIADallas, TX
AUM $171MTEAM 4REPS 3
Wilsquare Capital LLC
RIASaint Louis, MO
AUM $171MTEAM 10REPS 3
Harbor Ithaka
RIAAventura, FL
AUM $171MTEAM 7REPS 3
Hayden Harper Wealth Advisory, LLC
RIACharlotte, NC
AUM $171MTEAM 7REPS 4
Hegarty Advisors, LLC
RIAGarden City, NY
AUM $171MTEAM 2REPS 2
PEB Capital Management LLC
RIAColumbus, OH
AUM $171MTEAM 3REPS 3
Yandell Investments, LLC
RIAOrlando, FL
AUM $171MTEAM 2REPS 2
Cohesion Wealth Management, LLC
RIABroomfield, CO
AUM $171MTEAM 5REPS 5
Wealth Engineering, LLC
RIAScottsdale, AZ
AUM $171MTEAM 1REPS 1
RWR Investments LLC
RIADallas, TX
AUM $171MTEAM 4REPS 2
Swiftwater Capital
RIAAUM $171MTEAM 3REPS 1
Joseph Advisory
RIAEl Paso, TX
AUM $171MTEAM 1REPS 1
RMR Capital Management LLC
RIATustin, CA
AUM $171MTEAM 1REPS 1
Toberman Becker Wealth, LLC
RIASaint Louis, MO
AUM $171MTEAM 3REPS 4
MCM Wealth
RIANovato, CA
AUM $171MTEAM 7REPS 6
Seamans Capital Management, LLC
RIAWaltham, MA
AUM $171MTEAM 9REPS 3
Proactive Capital Management, Inc.
RIATopeka, KS
AUM $171MTEAM 3REPS 2
Money Intelligence
RIASanta Clara, CA
AUM $171MTEAM 3REPS 2
Taylor Wealth Management, LLC
RIATorrance, CA
AUM $171MTEAM 1REPS 1
North Shore Investment Consulting LLC
RIAWilmette, IL
AUM $171MTEAM 1REPS 2
Pacesetter Financial Group, L.L.C.
RIALincoln, IL
AUM $170MTEAM 10REPS 4
Patrick Financial Group LLC
RIABrighton, MI
AUM $170MTEAM 2REPS 2
Other AUM ranges
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