RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Jjsa Advisors, Ltd.
RIAVirginia Beach, VA
AUM $154MTEAM 2REPS 3
Long Short Advisors, LLC
RIAPalm Beach Gardens, FL
AUM $154MTEAM 4REPS 2
Quish
RIABoulder, CO
AUM $154MTEAM 1REPS 1
Newbury Capital Management, LLC
RIASouth Pasadena, CA
AUM $154MTEAM 5REPS 5
Winchester Asset Management, LLC
RIAChicago, IL
AUM $154MTEAM 2REPS 3
Tier One Wealth Management
RIALone Tree, CO
AUM $154MTEAM 4REPS 3
Bluebird Wealth Management LLC
RIAMedfield, MA
AUM $154MTEAM 3REPS 3
MCT Entertainment Advisors LLC
RIAWest Hollywood, CA
AUM $154MTEAM 7REPS 9
Forrest Financial Services
RIAWindsor Heights, IA
AUM $154MTEAM 2REPS 2
Maggi Investment Services, LLC
RIAOldsmar, FL
AUM $154MTEAM 3REPS 3
Solpacific, LLC
RIADuluth, MN
AUM $154MTEAM 8REPS 3
Millennium Investment Services
RIAVan Nuys, CA
AUM $154MTEAM 3REPS 2
Atlas
RIAAUM $154MTEAM 8REPS 10
Uptown Capital Advisors
RIADallas, TX
AUM $154MTEAM 2REPS 2
Shining Rock Advisors LLC
RIAAsheville, NC
AUM $154MTEAM 2REPS 2
S&S Wealth Management
RIAGrand Prairie, TX
AUM $154MTEAM 3REPS 4
Waterrock Wealth Management
RIAAlbuquerque, NM
AUM $154MTEAM 5REPS 4
Trails Edge Wealth Advisers, LLC
RIAAUM $154MTEAM 2REPS 3
Maiden Cove Capital
RIAYarmouth, ME
AUM $154MTEAM 3REPS 3
Worthington Wealth Management
RIAWorthington, OH
AUM $154MTEAM 6REPS 4
Platt Investment Counsel, LLC
RIAAUM $154MTEAM 1REPS 1
Alpha Dog Advisors, Ruff
RIACranston, RI
AUM $154MTEAM 3REPS 3
Graver Capital Management, LLC
RIAColumbus, OH
AUM $154MTEAM 4REPS 2
Alessandra Capital Management, LLC
RIATorrance, CA
AUM $154MTEAM 3REPS 2
Other AUM ranges
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