RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Axos Invest, Inc
RIALas Vegas, NV
AUM $151MTEAM 13REPS 14
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
Old Bridge Wealth, Inc
RIASyosset, NY
AUM $151MTEAM 6REPS 4
Aureum Wealth Management, LLC
RIANorth Palm Beach, FL
AUM $151MTEAM 4REPS 3
CSP Financial Group LLC
RIAScottsdale, AZ
AUM $151MTEAM 21REPS 21
Pacific Investment Research
RIAOrange, CA
AUM $150MTEAM 1REPS 1
Poulos Advisors, Inc.
RIASouth Burlington, VT
AUM $150MTEAM 3REPS 2
North Woods Wealth Management
RIABuffalo, NY
AUM $150MTEAM 2REPS 3
1015 Capital Partners, LLC
RIAAUM $150MTEAM 2REPS 3
Invidia Capital Management, L.P.
RIANew York, NY
AUM $150MTEAM 13REPS 2
Optima Capital Management
RIATempe, AZ
AUM $150MTEAM 4REPS 3
Titletown Wealth Management, LLC
RIAGreen Bay, WI
AUM $150MTEAM 2REPS 2
Auerbach Investment Services, LLC
RIANarberth, PA
AUM $150MTEAM 2REPS 2
Atlantis Wealth Advisors LLC
RIAMaumee, OH
AUM $150MTEAM 4REPS 6
Icom Advisors, LLC
RIAAUM $150MTEAM 4REPS 1
MZ Capital, LLC
RIAAUM $150MTEAM 2REPS 3
191 Godwin Associates, Inc. D/B/A Godwin Capital Management
RIAWyckoff, NJ
AUM $150MTEAM 2REPS 2
Secondmarket Financial, LLC
RIANew York, NY
AUM $150MTEAM 19REPS 10
Intentional Retirement, LLC
RIAOmaha, NE
AUM $150MTEAM 2REPS 1
Paul D. Sippil & Associates, LLC
RIAAUM $150MTEAM 1REPS 1
Felis Advantage, LP
RIABoston, MA
AUM $150MTEAM 5REPS 2
Other AUM ranges
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