RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Coast Advisory LLC
RIAEast Troy, WI
AUM $122MTEAM 2REPS 2
V3limited LLC
RIARadnor, PA
AUM $122MTEAM 2REPS 2
Lionsbridge Wealth Management LLC
RIAJacksonville Beach, FL
AUM $122MTEAM 3REPS 3
Integrated Wealth Advisors, LLC
RIABellevue, WA
AUM $122MTEAM 6REPS 2
Pegasus Financial Group LLC
RIAChantilly, VA
AUM $122MTEAM 4REPS 4
Fnex Wealth, LLC
RIAIndianapolis, IN
AUM $122MTEAM 2REPS 2
FSC Wealth Advisors, LLC
RIAFishkill, NY
AUM $122MTEAM 5REPS 3
Arbor Financial Services, LLC
RIADowners Grove, IL
AUM $122MTEAM 5REPS 4
Other AUM ranges
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