RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Candide Group
RIAOakland, CA
AUM $124MTEAM 13REPS 3
Fitzwilliams Wealth Management Inc.
RIAChesapeake, VA
AUM $124MTEAM 13REPS 8
Daly Investment Management, LLC
RIAMount Prospect, IL
AUM $124MTEAM 1REPS 1
Tactica LLC
RIAAUM $124MTEAM 1REPS 1
Ideal Retirement Solutions
RIAPort Charlotte, FL
AUM $124MTEAM 8REPS 3
Zuckerman Capital Management, LLC
RIALos Angeles, CA
AUM $123MTEAM 2REPS 2
Q2 Wealth Management
RIALexington, KY
AUM $123MTEAM 3REPS 3
Gallagher Wealth Management
RIADanville, CA
AUM $123MTEAM 4REPS 2
Investment Management Trust, LLC
RIAFitchburg, MA
AUM $123MTEAM 1REPS 1
Integra Financial, Inc.
RIAGreenwood Village, CO
AUM $123MTEAM 5REPS 4
O'Donnell Wealth Management
RIACody, WY
AUM $123MTEAM 6REPS 5
Dewitt Capital Management
RIACollegeville, PA
AUM $123MTEAM 4REPS 3
Pacific Specialty Investment Group, LLC
RIANewport Beach, CA
AUM $123MTEAM 2REPS 2
Caprice Capital Partners, LLC
RIAAUM $123MTEAM 5REPS 2
Lang & Becker, Inc.
RIAWashington, MO
AUM $123MTEAM 2REPS 2
Davies Financial Advisors, Inc.
RIAMurrieta, CA
AUM $123MTEAM 10REPS 4
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
Other AUM ranges
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