RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Stonefield Investment Advisory, Inc.
RIACedar Rapids, IA
AUM $120MTEAM 2REPS 1
Western Reserve Capital Management, LLC
RIAHudson, OH
AUM $120MTEAM 2REPS 2
Weber Capital Management LLC
RIAAUM $120MTEAM 1REPS 1
Worcester Advisors
RIAWorcester, MA
AUM $120MTEAM 3REPS 3
Davivienda Advisors
RIAMiami, FL
AUM $120MTEAM 8REPS 2
American Wealth Advisors, LLC
RIAJohns Creek, GA
AUM $120MTEAM 3REPS 3
Mile Wealth Management
RIAIrvine, CA
AUM $120MTEAM 1REPS 1
Abens Financial Services Inc
RIAEdina, MN
AUM $120MTEAM 3REPS 4
Hinsdale Associates
RIAHinsdale, IL
AUM $120MTEAM 2REPS 1
Sasser Investment Management, Inc.
RIABerkeley, CA
AUM $120MTEAM 3REPS 2
Summit Wealth Management LLC
RIAAkron, OH
AUM $120MTEAM 3REPS 2
Marathon Partners Equity Management, LLC
RIANew York, NY
AUM $120MTEAM 3REPS 2
Newport Asia LLC
RIASan Francisco, CA
AUM $120MTEAM 9REPS 3
GFN Capital Management
RIARichardson, TX
AUM $120MTEAM 5REPS 5
Glasgow Partners, LLC
RIAAUM $120MTEAM 1REPS 1
Seneca Capital Management, LLC
RIADenver, CO
AUM $120MTEAM 1REPS 1
Pinetree Advisors Corp.
RIAMiami, FL
AUM $120MTEAM 2REPS 2
K2 Wealth Management LLC
RIAChicago, IL
AUM $120MTEAM 4REPS 3
Goldman Wealth Management
RIASan Diego, CA
AUM $120MTEAM 2REPS 1
Optimal Capital Advisors, LLC
RIATraverse City, MI
AUM $120MTEAM 2REPS 2
MTR Financial Services, LLC
RIAKingwood, TX
AUM $120MTEAM 1REPS 1
Brickell Key Asset Management Limited
RIASt Peter Port
AUM $120MTEAM 6REPS 4
Brickell Key Asset Management LLC
RIACharleston, SC
AUM $120MTEAM 4REPS 2
Altman Investment Management LLC
RIAPrinceton, NJ
AUM $120MTEAM 5REPS 1
Other AUM ranges
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