RIAs: $100M – $500M AUM
7,654 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Omicron Advisors, LLC
RIALancaster, PA
AUM $151MTEAM 2REPS 2
Sound Portfolio Advisors, LLC
RIAMystic, CT
AUM $151MTEAM 3REPS 2
ST. Nicholas Private Asset Management, Inc.
RIAJacksonville, FL
AUM $151MTEAM 3REPS 1
Thrasher & Chambers Wealth Management, LLC
RIABentonville, AR
AUM $151MTEAM 5REPS 2
Zenith Wealth Partners
RIAPhiladelphia, PA
AUM $151MTEAM 11REPS 10
Rexford Capital
RIAAUM $151MTEAM 3REPS 3
Renaissance Advisors
RIARidgeland, MS
AUM $151MTEAM 2REPS 2
Cascade Financial Strategies
RIABend, OR
AUM $151MTEAM 5REPS 3
Karani Asset Management LLC
RIANew York, NY
AUM $151MTEAM 4REPS 3
Opus Financial Solutions LLC
RIADowners Grove, IL
AUM $151MTEAM 4REPS 3
Carmandalian Financial Group, LLC
RIAWestlake Village, CA
AUM $151MTEAM 2REPS 1
Trademark Capital Management Inc.
RIAWatkinsville, GA
AUM $151MTEAM 7REPS 7
Kuhn Wealth Management Inc.
RIASchaumburg, IL
AUM $151MTEAM 3REPS 3
Prosper Private Wealth
RIAMesa, AZ
AUM $151MTEAM 3REPS 2
Bridgelight Financial Advisors, Inc
RIAShelton, CT
AUM $151MTEAM 3REPS 3
Axos Invest, Inc
RIALas Vegas, NV
AUM $151MTEAM 13REPS 15
Veteri Place Corporation
RIAParsippany, NJ
AUM $151MTEAM 2REPS 2
Provision Asset, LLC
RIAAUM $151MTEAM 6REPS 6
Veritas Wealth Partners, LLC
RIAAUM $151MTEAM 2REPS 2
Unified Investment Management
RIAAtlanta, GA
AUM $151MTEAM 2REPS 2
Aureum Wealth Management, LLC
RIANorth Palm Beach, FL
AUM $151MTEAM 4REPS 3
Marathon Wealth Management, Inc.
RIAMelville, NY
AUM $151MTEAM 2REPS 1
MH & Associates Securities Management Corporation
RIACarlsbad, CA
AUM $151MTEAM 4REPS 4
Pacific Investment Research
RIAOrange, CA
AUM $150MTEAM 1REPS 1
Other AUM ranges
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