RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SKA Financial Services,Inc.
RIAFairview Park, OH
AUM $159MTEAM 1REPS 1
Strivus Wealth Partners LLC
RIAJacksonville Beach, FL
AUM $159MTEAM 4REPS 3
R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors
RIASyracuse, NY
AUM $159MTEAM 3REPS 3
Retirement Income Strategies, LLC
RIAEvansville, WI
AUM $159MTEAM 4REPS 1
Graystreet Partners
RIASan Antonio, TX
AUM $159MTEAM 7REPS 3
Todd Wealth Management LLC
RIAVenice, FL
AUM $159MTEAM 2REPS 1
Plus Group Wealth Advisors, LLC
RIABelgium, WI
AUM $159MTEAM 4REPS 4
Phoenician Capital LLC
RIANew York, NY
AUM $159MTEAM 6REPS 2
Invest Inc.
RIALexington, KY
AUM $159MTEAM 5REPS 5
Radius Wealth Management, Inc.
RIABoston, MA
AUM $159MTEAM 4REPS 2
SCG Asset Management LLC
RIANaperville, IL
AUM $159MTEAM 6REPS 2
Altar Rock
RIAAUM $159MTEAM 7REPS 5
Private Financial Management LLC
RIAAUM $159MTEAM 1REPS 1
Verus Financial Group
RIASugar Land, TX
AUM $159MTEAM 8REPS 4
Ventana Private Wealth LLC
RIADenver, CO
AUM $159MTEAM 3REPS 2
Nitor Capital Management
RIAEnglewood Cliffs, NJ
AUM $159MTEAM 1REPS 1
Advisory Advocates LLC
RIAGrand Rapids, MI
AUM $159MTEAM 9REPS 7
Starr-Mathews Financial, LLC
RIACalhoun, GA
AUM $159MTEAM 6REPS 6
Summitas Investment Management LLC
RIAAUM $159MTEAM 2REPS 1
Soundpath Retirement Strategies, LLC
RIABellevue, WA
AUM $159MTEAM 7REPS 5
Sonoma Private Wealth LLC
RIANovato, CA
AUM $158MTEAM 6REPS 3
Beantown Financial Advisors LLC
RIAAUM $158MTEAM 1REPS 2
Zermatt Wealth Partners
RIASan Diego, CA
AUM $158MTEAM 6REPS 5
Scherer Financial Advisory Services, LLC
RIADallas, TX
AUM $158MTEAM 5REPS 3
Other AUM ranges
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