RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Pacific Coast Investment Advisors, LLC
RIAWest Linn, OR
AUM $122MTEAM 1REPS 1
Bridgeview Capital Advisors, Inc.
RIAEl Dorado Hills, CA
AUM $122MTEAM 2REPS 2
Apex Wealth Advisors LLC
RIAAUM $122MTEAM 3REPS 4
Condon Wealth Management, Inc.
RIAPlymouth, MA
AUM $122MTEAM 4REPS 2
Evans Wealth Management
RIAGallipolis, OH
AUM $122MTEAM 1REPS 1
United Value Capital, LLC
RIAAUM $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
Bootpack Wealth Management
RIAJackson, WY
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
Traver Financial Consulting Network Pa
RIALakewood Ranch, FL
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
Other AUM ranges
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