RIAs: $100M – $500M AUM
7,654 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Unify Financial Advisors
RIAClearwater, FL
AUM $156MTEAM 3REPS 2
Natural Bridges Financial Advisors
RIASanta Cruz, CA
AUM $156MTEAM 3REPS 3
Phoenix Capital Realty Advisors, LLC
RIAAddison, TX
AUM $156MTEAM 19REPS 4
Personal Financial Solutions, LLC
RIAManasquan, NJ
AUM $156MTEAM 2REPS 3
Live Oak Wealth Advisory Group, LLC
RIAHouston, TX
AUM $155MTEAM 6REPS 4
Guggenheim Investments Loan Advisors, LLC
RIAStamford, CT
AUM $155MTEAM 10REPS 4
CAM Investor Solutions
RIAAustin, TX
AUM $155MTEAM 3REPS 2
Ethos Capital Management, Inc.
RIANewtown, PA
AUM $155MTEAM 4REPS 5
Bannerstone Capital
RIAWayzata, MN
AUM $155MTEAM 3REPS 3
BP Asset Management Inc.
RIACharlotte, NC
AUM $155MTEAM 3REPS 3
GRP Retirement Planning
RIAFarmingdale, ME
AUM $155MTEAM 16REPS 5
RHL Group, LLC
RIAHolly, MI
AUM $155MTEAM 6REPS 3
Bria Capital Group, LLC
RIAWesley Chapel, FL
AUM $155MTEAM 5REPS 3
Quartus Investment Advisors LLC
RIANew York, NY
AUM $155MTEAM 1REPS 1
Diversified Partners, Inc.
RIABrentwood, TN
AUM $155MTEAM 3REPS 3
Bellwether Investment Group, LLC
RIAHixson, TN
AUM $155MTEAM 6REPS 6
Richwood Investment Advisors, LLC
RIACincinnati, OH
AUM $155MTEAM 1REPS 1
ELM Ridge Management, LLC
RIABriarcliff Manor, NY
AUM $155MTEAM 2REPS 2
Walk-On Capital, LLC
RIALos Angeles, CA
AUM $155MTEAM 9REPS 2
IVY Evergreen, LLC
RIACharleston, SC
AUM $155MTEAM 13REPS 3
Merrithew & Thorsten, Inc.
RIASan Diego, CA
AUM $155MTEAM 2REPS 2
Financial Legacy Management, NC.
RIALittle Rock, AR
AUM $155MTEAM 2REPS 4
Heritage Asset Management, LLC
RIABelton, MO
AUM $155MTEAM 2REPS 2
Arthedge Capital Management, LLC
RIAAUM $155MTEAM 2REPS 2
Other AUM ranges
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