RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Apforia
RIAVirginia Beach, VA
AUM $102MTEAM 20REPS 11
Legacy Advisory Limited Company
RIAOverland Park, KS
AUM $102MTEAM 3REPS 2
Main Avenue Financial Services, LLC
RIABeaverton, OR
AUM $102MTEAM 2REPS 2
Onewelth Inc
RIANew York, NY
AUM $102MTEAM 2REPS 2
Vitale Wealth Management
RIAMetamora, MI
AUM $102MTEAM 2REPS 2
Faire Capital Group
RIAGig Harbor, WA
AUM $102MTEAM 1REPS 1
Clear Wealth Management
RIAAUM $102MTEAM 2REPS 2
Cornwall Capital Management LP
RIANew York, NY
AUM $102MTEAM 6REPS 4
Maclachlan Wealth Management
RIABellevue, WA
AUM $102MTEAM 1REPS 1
Strategic Wealth Partners LLC
RIAFranklin, TN
AUM $102MTEAM 4REPS 4
Sycamore Financial Advisors, Inc.
RIAJackson, TN
AUM $102MTEAM 4REPS 6
Hanover Square Wealth Advisors LLC
RIAAUM $102MTEAM 2REPS 4
Thalassa Capital LLC
RIABend, OR
AUM $102MTEAM 2REPS 2
Blantyre Capital US LLC
RIANew York, NY
AUM $102MTEAM 8REPS 4
Sequentis Capital LLC
RIABoston, MA
AUM $102MTEAM 4REPS 3
Magnolia Wealth
RIASpring, TX
AUM $102MTEAM 7REPS 4
Tax & Investment Advisors
RIANewburyport, MA
AUM $102MTEAM 3REPS 1
Koinonia Financial
RIAThe Woodlands, TX
AUM $101MTEAM 4REPS 1
Maxout Savings Advisors LLC
RIAHouston, TX
AUM $101MTEAM 2REPS 1
Jackson & Associates, Inc.
RIAAlbuquerque, NM
AUM $101MTEAM 3REPS 3
Integrative Planning, Inc.
RIACornelius, NC
AUM $101MTEAM 6REPS 3
Silverman + Associates Wealth Management, LLC
RIATucson, AZ
AUM $101MTEAM 1REPS 1
Mendoza Private Wealth
RIAMiami, FL
AUM $101MTEAM 1REPS 1
Falcon Financial
RIASalisbury, NC
AUM $101MTEAM 4REPS 4
Other AUM ranges
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