RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cypress Asset Management, Inc.
RIAAUM $153MTEAM 4REPS 2
Wager Wealth Management And Financial Planning LLC
RIAAUM $153MTEAM 3REPS 1
Sierra Legacy Group
RIAScottsdale, AZ
AUM $153MTEAM 7REPS 3
Santiago Capital, LLC
RIAAUM $153MTEAM 1REPS 1
Blue Point Financial, Inc.
RIAScarborough, ME
AUM $153MTEAM 3REPS 2
Empirical Capital Management, LLC
RIAHendersonville, TN
AUM $153MTEAM 4REPS 4
Garner Financial Management
RIALafayette, CA
AUM $153MTEAM 2REPS 1
Shapiro Financial Security Group, Inc.
RIAHazlet, NJ
AUM $153MTEAM 5REPS 2
Balanz
RIACoral Gables, FL
AUM $153MTEAM 11REPS 10
Cordoba Capital Partners, LLC
RIANew York, NY
AUM $153MTEAM 11REPS 2
Virtus Financial Partners
RIAAUM $153MTEAM 6REPS 3
Markin Asset Management, LP
RIAAUM $153MTEAM 3REPS 2
Troutman Wealth
RIAMalvern, PA
AUM $153MTEAM 2REPS 1
Infinium Investment Advisors, LLC
RIADenver, CO
AUM $152MTEAM 2REPS 2
Werner Financial
RIAIndianapolis, IN
AUM $152MTEAM 5REPS 2
West Elk Capital, LLC
RIAAtlanta, GA
AUM $152MTEAM 2REPS 2
Heritage Wealth Management Group, Ltd
RIANorfolk, VA
AUM $152MTEAM 5REPS 3
Northlanding Financial Partners, LLC
RIARochester, NY
AUM $152MTEAM 2REPS 2
Wellspring Advisors, Inc.
RIAHillsboro, OR
AUM $152MTEAM 5REPS 2
Tricon
RIAToronto
AUM $152MTEAM 141REPS 5
Dimensions Wealth Management, LLC
RIARoseville, CA
AUM $152MTEAM 2REPS 2
Roan Capital Partners
RIAJohnson City, TN
AUM $152MTEAM 5REPS 4
Van Der Noord Financial Advisors, Inc.
RIAGreer, SC
AUM $152MTEAM 4REPS 2
Terra Wealth
RIAHigh Point, NC
AUM $152MTEAM 13REPS 4
Other AUM ranges
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