RIAs: $100M – $500M AUM
7,654 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cavalcade Capital LLC
RIANew York, NY
AUM $150MTEAM 2REPS 3
Clearbrook Investment Solutions LLC
RIANew York, NY
AUM $150MTEAM 9REPS 6
Schneider Wealth Management
RIAAUM $150MTEAM 1REPS 1
Financial Strategies, Inc.
RIABrookfield, WI
AUM $150MTEAM 6REPS 3
Onesource Wealth Management
RIAGranite Bay, CA
AUM $150MTEAM 2REPS 2
White & Company Financial Planning, Inc.
RIASunnyside, WA
AUM $150MTEAM 4REPS 4
Sonas Financial Group, Inc.
RIAKansas City, MO
AUM $150MTEAM 3REPS 2
Keen Capital, LLC
RIAAUM $150MTEAM 2REPS 2
Portfolio Design Services, LLC
RIARiver Falls, WI
AUM $150MTEAM 4REPS 5
Evident Financial
RIAErie, PA
AUM $150MTEAM 3REPS 3
Polaris Financial Planning, LLC
RIAAUM $150MTEAM 1REPS 1
Second Summit Wealth Management, LLC
RIAAUM $150MTEAM 1REPS 1
CMG Financial Consulting
RIAAUM $150MTEAM 4REPS 2
Clarity Financial Advisors LLC
RIASt Petersburg, FL
AUM $150MTEAM 8REPS 5
Oakmont Advisory Group, LLC
RIAAlbuquerque, NM
AUM $150MTEAM 7REPS 3
Purewater Capital, LLC
RIAFort Worth, TX
AUM $149MTEAM 5REPS 5
Financial Zen
RIASan Francisco, CA
AUM $149MTEAM 4REPS 2
Monson Wealth Management, Inc.
RIAKennewick, WA
AUM $149MTEAM 3REPS 2
Fund Advisors Of America Inc
RIAOrlando, FL
AUM $149MTEAM 3REPS 3
Guardant Wealth Advisors
RIAMiami, FL
AUM $149MTEAM 4REPS 3
Cardenas Asset Management, LLC
RIAAUM $149MTEAM 1REPS 1
Bellingham Capital
RIABellingham, WA
AUM $149MTEAM 5REPS 5
Chamonix Partners Capital Management LLC
RIANew York, NY
AUM $149MTEAM 3REPS 3
Sidoxia Capital Management, LLC
RIANewport Beach, CA
AUM $149MTEAM 2REPS 3
Other AUM ranges
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