RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
BUTTONWOOD WEALTH
RIAWINCHESTER, VA
AUM $425MTEAM 7REPS 6
DYNAMIC CORE CAPITAL PARTNERS
RIAJACKSONVILLE BEACH, FL
AUM $425MTEAM 17REPS 5
TRINITY WEALTH MANAGEMENT LLC
RIACINCINNATI, OH
AUM $425MTEAM 4REPS 4
BROADVIEW REAL ESTATE PARTNERS, LLC
RIASTAMFORD, CT
AUM $425MTEAM 8REPS 4
PARADIGM INVESTMENT ADVISORY, LLC
RIABRIDGEWATER, NJ
AUM $425MTEAM 8REPS 9
ASHDON INVESTMENT MANAGEMENT, LLC
RIATULLAHOMA, TN
AUM $425MTEAM 6REPS 3
FORWARD CONSUMER PARTNERS, LLC
RIAGREENWICH, CT
AUM $425MTEAM 18REPS 1
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
RIALos Angeles, CA
AUM $425MTEAM 315REPS 7
MACDOUGALL FINANCIAL COUNSELING
RIADELMONT, PA
AUM $425MTEAM 3REPS 3
GAMMA ASSET MANAGEMENT LLC
RIASAN JUAN, PR
AUM $425MTEAM 13REPS 7
SPRING LANE CAPITAL
RIABOSTON, MA
AUM $425MTEAM 16REPS 4
SYRIOS WEALTH MANAGEMENT GROUP
RIALA JOLLA, CA
AUM $425MTEAM 3REPS 3
MASCAGNI WEALTH MANAGEMENT, INC.
RIACLINTON, MS
AUM $425MTEAM 6REPS 4
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
RIAFAIRHOPE, AL
AUM $424MTEAM 3REPS 3
SMART MONEY GROUP, LLC
RIAEASTLAND, TX
AUM $424MTEAM 24REPS 12
BLACKDIAMOND WEALTH MANAGEMENT, LLC
RIANew York, NY
AUM $424MTEAM 10REPS 7
APOLLO S3 RIC MANAGEMENT, L.P.
RIANew York, NY
AUM $424MTEAM 3564REPS 5
FIRST CITY CAPITAL MANAGEMENT INC
RIASAVANNAH, GA
AUM $424MTEAM 6REPS 5
CASTLE COAST WEALTH, LLC
RIALA JOLLA, CA
AUM $424MTEAM 6REPS 6
GENEVA PARTNERS, LLC
RIALAKE GENEVA, WI
AUM $424MTEAM 9REPS 9
SINDIA CAPITAL ADVISERS, LLC
RIASOMERS POINT, NJ
AUM $423MTEAM 1REPS 1
HERITAGE FAMILY OFFICES, LLP
RIAScottsdale, AZ
AUM $423MTEAM 13REPS 6
SAGEVEST WEALTH MANAGEMENT
RIAMCLEAN, VA
AUM $423MTEAM 6REPS 5
ZARVONA ENERGY LLC
RIAHOUSTON, TX
AUM $423MTEAM 102REPS 3
Other AUM ranges
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