RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
IBS Capital LLC
RIAMedfield, MA
AUM $123MTEAM 4REPS 3
Samara Capital
RIABeaverton, OR
AUM $123MTEAM 2REPS 2
Valliance Asset Management LLC
RIANew York, NY
AUM $123MTEAM 1REPS 2
Arkhouse
RIANew York, NY
AUM $123MTEAM 6REPS 2
Bretton Capital Management
RIASan Francisco, CA
AUM $123MTEAM 2REPS 2
Sunstone Advisors, LLC
RIAIrvine, CA
AUM $123MTEAM 25REPS 6
Legacy Financial Services Group, Inc.
RIATraverse City, MI
AUM $123MTEAM 2REPS 3
Enduring Wealth Advisors
RIATemecula, CA
AUM $123MTEAM 4REPS 3
Senior Tax Advisory Group, Inc.
RIAColorado Springs, CO
AUM $123MTEAM 6REPS 5
Contango Wealth Management LLC
RIAOakland, CA
AUM $123MTEAM 2REPS 2
Rall Capital Management, Inc.
RIARockledge, FL
AUM $123MTEAM 3REPS 2
Investment Consultants LLC
RIAAUM $123MTEAM 1REPS 1
TC Financial Management, Co Inc.
RIAMargate City, NJ
AUM $123MTEAM 5REPS 2
Wassaw Sound Management, LLC
RIASavannah, GA
AUM $123MTEAM 3REPS 1
Elevated Private Wealth
RIAAUM $123MTEAM 4REPS 4
UAK Diversified Wealth Advisors
RIAAUM $123MTEAM 3REPS 2
Every Securities LLC
RIASacramento, CA
AUM $123MTEAM 4REPS 2
Kahn Financial Group
RIAClearwater, FL
AUM $123MTEAM 2REPS 3
Alphabond LLC
RIAPalm Beach, FL
AUM $123MTEAM 3REPS 1
Trillium Investments
RIAEmeryville, CA
AUM $123MTEAM 2REPS 2
Silver Creek Capital Management LLC
RIASeattle, WA
AUM $123MTEAM 47REPS 5
Main Line Group Wealth Management, LLC
RIAAUM $123MTEAM 3REPS 1
Maynerich Financial
RIAVirden, IL
AUM $123MTEAM 6REPS 3
Beyond Wealth
RIAOverland Park, KS
AUM $122MTEAM 4REPS 3
Other AUM ranges
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