RIAs: $100M – $500M AUM
7,667 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Adirondack Research & Management Inc.
RIAGuilderland, NY
AUM $126MTEAM 4REPS 3
Capital Wealth Advisors, Ltd.
RIAWest Bend, WI
AUM $126MTEAM 2REPS 3
VIP Wealth Advisors
RIADecatur, GA
AUM $126MTEAM 1REPS 1
Significant Wealth Partners LLC
RIACary, IL
AUM $126MTEAM 8REPS 5
Thielen Capital Corporation
RIALadera Ranch, CA
AUM $126MTEAM 1REPS 1
Sheikh Investments, Inc.
RIAColumbus, OH
AUM $126MTEAM 2REPS 2
Tidal Creek Capital Advisors
RIABluffton, SC
AUM $126MTEAM 4REPS 4
Integrity Road Wealth Partners LLC
RIAHouston, TX
AUM $126MTEAM 3REPS 3
Squires Law & Squires Investments, LLC
RIAAUM $126MTEAM 1REPS 1
Reality Financial Planning Services, LLC
RIASarasota, FL
AUM $126MTEAM 2REPS 2
BSC Capital Partners, LLC
RIAWest Des Moines, IA
AUM $126MTEAM 5REPS 3
Sundial Wealth LLC
RIABoca Raton, FL
AUM $126MTEAM 3REPS 3
Breakthru Advisory Services, LLC
RIAMuskego, WI
AUM $126MTEAM 4REPS 3
Index Financial Advisors LLC
RIAAUM $126MTEAM 1REPS 1
ODA And Company, Inc.
RIAMedina, OH
AUM $126MTEAM 3REPS 2
Hyphen Wealth Management
RIALafayette, CA
AUM $126MTEAM 3REPS 3
Liontree Partners LLC
RIANew York, NY
AUM $125MTEAM 30REPS 5
Oak Street Investments
RIAGreenwood Village, CO
AUM $125MTEAM 1REPS 1
Lone Peak Advisers
RIADraper, UT
AUM $125MTEAM 8REPS 8
Berkeley Advisors, Inc.
RIAAtlanta, GA
AUM $125MTEAM 2REPS 2
Demers Financial Planning
RIAColumbus, OH
AUM $125MTEAM 2REPS 1
Downtown Investment Advisory
RIAWhite Plains, NY
AUM $125MTEAM 1REPS 1
The Gardner Group
RIADallas, TX
AUM $125MTEAM 1REPS 1
WMS Group LLC
RIAAUM $125MTEAM 2REPS 2
Other AUM ranges
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