RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Convexitas
RIAChicago, IL
AUM $151MTEAM 4REPS 3
Twin City Private Wealth, LLC
RIAWinston Salem, NC
AUM $151MTEAM 10REPS 4
Unified Wealth Management LLC
RIAOldsmar, FL
AUM $151MTEAM 2REPS 2
Sunrise Financial Services LLC
RIABurien, WA
AUM $151MTEAM 5REPS 3
Cote Financial Management
RIAAUM $151MTEAM 3REPS 2
Outbound Financial
RIABoulder, CO
AUM $151MTEAM 1REPS 1
Asset Management Group Investment Corp.
RIAGreenwood Village, CO
AUM $151MTEAM 2REPS 2
Drystone LLC
RIAAUM $151MTEAM 1REPS 1
Horizons Sustainable Financial Services, Inc.
RIASanta Fe, NM
AUM $151MTEAM 7REPS 6
Omicron Advisors, LLC
RIALancaster, PA
AUM $151MTEAM 2REPS 2
Cope Connelly
RIAArlington, VA
AUM $151MTEAM 6REPS 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 9
Rexford Capital
RIAAUM $151MTEAM 3REPS 3
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 2REPS 2
Carmandalian Financial Group, LLC
RIAWestlake Village, CA
AUM $151MTEAM 2REPS 1
Trademark Capital Management Inc.
RIAWatkinsville, GA
AUM $151MTEAM 7REPS 6
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 4
Other AUM ranges
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