RIAs: $100M – $500M AUM
7,653 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wildes Financial Strategies, Inc
RIAGeorgetown, SC
AUM $138MTEAM 8REPS 3
Maya Advisors, Inc.
RIAPalo Alto, CA
AUM $138MTEAM 1REPS 1
Paragon Investing, LLC
RIAAUM $138MTEAM 3REPS 3
Clark Company
RIAAnnapolis, MD
AUM $138MTEAM 1REPS 1
Mark Bell Advisory Services, Inc.
RIAChicago, IL
AUM $138MTEAM 1REPS 1
Calamita Wealth Management
RIACharlotte, NC
AUM $138MTEAM 4REPS 2
Burr Financial Services, LLC
RIAAUM $138MTEAM 3REPS 3
Arbor Wealth Management, LLC
RIATempe, AZ
AUM $138MTEAM 2REPS 2
Tano Capital, LLC
RIASan Mateo, CA
AUM $138MTEAM 1REPS 1
American Investment Advisors Inc
RIAMadison, WI
AUM $138MTEAM 2REPS 1
Vericrest Private Wealth, LLC
RIANewtown, PA
AUM $138MTEAM 2REPS 2
Tarheel Advisors, LLC
RIAChapel Hill, NC
AUM $138MTEAM 2REPS 2
Stock Farm Partners LLC
RIAPalo Alto, CA
AUM $138MTEAM 1REPS 1
Ashbay Capital, LLC
RIANew York, NY
AUM $138MTEAM 1REPS 1
Fien Capital Management, LLC
RIARochester, NY
AUM $138MTEAM 2REPS 2
Apple & Associates
RIAGrass Valley, CA
AUM $138MTEAM 4REPS 4
Prince Asset Management, Inc.
RIASarasota, FL
AUM $138MTEAM 3REPS 3
Eubank, Hutson & Associates, LLC
RIAPlano, TX
AUM $138MTEAM 2REPS 2
Pension Parameters Financial Services, Inc.
RIAAberdeen, NJ
AUM $138MTEAM 5REPS 3
Ruggiero Investments
RIAWest Palm Beach, FL
AUM $138MTEAM 5REPS 5
Korving & Company LLC
RIASuffolk, VA
AUM $138MTEAM 3REPS 3
Fredric E. Russell Investment Management Co
RIATulsa, OK
AUM $137MTEAM 4REPS 2
Box Hill Private Wealth
RIAAUM $137MTEAM 1REPS 1
Michael D. Taxman Investment Management
RIAHanover, NH
AUM $137MTEAM 1REPS 1
Other AUM ranges
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