RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Divvi Wealth Management
RIAKansas City, MO
AUM $127MTEAM 4REPS 4
WE Financial Group
RIASan Francisco, CA
AUM $127MTEAM 4REPS 4
Citigroup Alternative Investments LLC
RIANew York, NY
AUM $127MTEAM 15REPS 2
Cardinal Retirement Planning, Inc.
RIAAUM $127MTEAM 3REPS 3
Luminescent Wealth Management, Inc.
RIAScottsdale, AZ
AUM $127MTEAM 2REPS 2
Millenia Financial Partners, LLC
RIAAUM $127MTEAM 1REPS 1
2 Knights Wealth Management, LLC
RIAPepper Pike, OH
AUM $127MTEAM 2REPS 2
Sabre Asset Management LLC
RIABeachwood, OH
AUM $127MTEAM 2REPS 2
Fairchild Financial Advisors, Inc.
RIAFolsom, CA
AUM $127MTEAM 3REPS 1
Moore Financial Advisors, Ltd.
RIABelmont, MA
AUM $127MTEAM 4REPS 3
Axim Planning & Wealth
RIASpringboro, OH
AUM $127MTEAM 3REPS 5
Wright Wealth Strategies, LLC
RIASan Luis Obispo, CA
AUM $127MTEAM 2REPS 3
Synergy Wealth Management, LLC
RIAGrand Rapids, MI
AUM $127MTEAM 3REPS 3
Protocol Wealth, LLC
RIADenver, CO
AUM $127MTEAM 3REPS 3
Sierra Management Group
RIAReno, NV
AUM $127MTEAM 2REPS 2
Strategic Portfolio Managers
RIANorthfield, IL
AUM $127MTEAM 1REPS 1
Double Bay Management & Planning
RIASan Francisco, CA
AUM $127MTEAM 1REPS 1
Sage Wealth Planning
RIAGeorgetown, TX
AUM $127MTEAM 3REPS 3
Growstrong Wealth Strategies
RIAFort Collins, CO
AUM $127MTEAM 3REPS 3
Miller Financial Services, Inc.
RIASan Juan Capastrano, CA
AUM $127MTEAM 3REPS 1
Gainspoletti Wealth Planners
RIACleveland, MS
AUM $127MTEAM 3REPS 4
Kingsford Capital Management, LLC
RIAPoint Richmond, CA
AUM $127MTEAM 4REPS 2
Ashwood Advisors
RIAMedfield, MA
AUM $127MTEAM 3REPS 2
A.T. Lloyd's, Inc
RIASeattle, WA
AUM $127MTEAM 2REPS 1
Other AUM ranges
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