RIAs: $100M – $500M AUM
7,654 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wealthgen Advisors, LLC
RIASarasota, FL
AUM $147MTEAM 2REPS 3
Stone Steps Financial, LLC
RIAEncinitas, CA
AUM $147MTEAM 6REPS 5
Vision Capital Partners
RIAAnn Arbor, MI
AUM $147MTEAM 4REPS 2
Lucien Stirling & Gray Advisory Group Inc
RIAAustin, TX
AUM $147MTEAM 5REPS 3
Robostrategy Advisors
RIASan Juan, PR
AUM $147MTEAM 8REPS 3
Moelis Capital Partners LLC
RIANew York, NY
AUM $147MTEAM 1REPS 3
Pinnacle Strategic Wealth Management, LLC
RIAKing Of Prussia, PA
AUM $146MTEAM 2REPS 2
MFG Investments, LLC
RIAMedford, NJ
AUM $146MTEAM 5REPS 6
Paramount Associates Wealth Management
RIAGreenwood Village, CO
AUM $146MTEAM 3REPS 2
Ulta Wealth Management, LLC
RIALas Vegas, NV
AUM $146MTEAM 1REPS 1
J. Mark Nickell & Co
RIABrentwood, TN
AUM $146MTEAM 3REPS 3
The Wealth Advantage Group, Inc.
RIAColumbus, OH
AUM $146MTEAM 3REPS 2
Fort Advisors Inc
RIAAustin, TX
AUM $146MTEAM 3REPS 3
Birdrock Wealth
RIAAustin, TX
AUM $146MTEAM 6REPS 8
Essex Ridge Capital Group, LLC
RIASaint Louis, MO
AUM $146MTEAM 2REPS 2
Wellington-Altus USA Inc.
RIAWinnipeg Manitoba
AUM $146MTEAM 58REPS 6
C&S Investment
RIAVaduz Vaduz
AUM $146MTEAM 8REPS 3
The Life Group Financial Services
RIADubuque, IA
AUM $146MTEAM 4REPS 5
Kruse Asset Management, LLC
RIAChicago, IL
AUM $146MTEAM 2REPS 4
Westbound Equity Management, LLC
RIAPalo Alto, CA
AUM $146MTEAM 5REPS 3
FMB Retirement Services
RIAWestlake Village, CA
AUM $146MTEAM 12REPS 7
Jefferson Bridge Capital, LLC
RIANashville, TN
AUM $146MTEAM 3REPS 3
Manna Wealth Management
RIAMiami Beach, FL
AUM $146MTEAM 2REPS 1
Core Alpha, Inc.
RIARochester, NY
AUM $146MTEAM 3REPS 3
Other AUM ranges
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