RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pacific Coast Investment Advisors, LLC
RIAWest Linn, OR
AUM $122MTEAM 1REPS 1
Apex Wealth Advisors LLC
RIAAUM $122MTEAM 3REPS 4
Condon Wealth Management, Inc.
RIAPlymouth, MA
AUM $122MTEAM 4REPS 2
United Value Capital, LLC
RIAAUM $122MTEAM 1REPS 1
Evans Wealth Management
RIAGallipolis, OH
AUM $122MTEAM 1REPS 1
Laureate Wealth Management, LLC
RIAGlen Ellyn, IL
AUM $122MTEAM 6REPS 6
CJC Wealth Management
RIAAUM $122MTEAM 5REPS 3
KW Wealth Management LLC
RIAAUM $122MTEAM 1REPS 1
First Look Capital Management, LLC
RIAAUM $122MTEAM 1REPS 1
Portfolio Resources Advisor Group, Inc.
RIACoral Gables, FL
AUM $122MTEAM 17REPS 12
Tolley Financial Group, LLC
RIARaleigh, NC
AUM $122MTEAM 1REPS 1
Clio Asset Management LLC
RIACharlottesville, VA
AUM $122MTEAM 1REPS 1
Cambrian Asset Management, Inc.
RIAMill Valley, CA
AUM $122MTEAM 8REPS 3
Ascentris
RIADenver, CO
AUM $122MTEAM 30REPS 6
Lifelong Wealth Management Group, LLC
RIALake Oswego, OR
AUM $122MTEAM 2REPS 1
Commencement Financial Planning LLC
RIAAUM $122MTEAM 1REPS 1
Cypress Capital Management, LLC
RIASheridan, WY
AUM $122MTEAM 4REPS 3
Encore Wealth Advisors
RIAMorris, MN
AUM $122MTEAM 4REPS 1
New Wave Financial Services
RIAAUM $122MTEAM 1REPS 1
Arbalpha
RIAMiami, FL
AUM $122MTEAM 2REPS 3
Boston Portfolio Advisers
RIABoston, MA
AUM $122MTEAM 3REPS 2
Blue Haven Capital, LLC
RIAGeneva, IL
AUM $122MTEAM 2REPS 2
Twin Rivers Wealth Management
RIASacramento, CA
AUM $122MTEAM 5REPS 4
Bancaribe Capital
RIAMiami, FL
AUM $121MTEAM 5REPS 2
Other AUM ranges
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