RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Waterford Advisors, LLC
RIAOrchard Park, NY
AUM $399MTEAM 10REPS 7
Stonecrest Advisors, Inc.
RIAAustin, TX
AUM $399MTEAM 25REPS 21
Midwest Heritage Financial Advisors
RIAWest Des Moines, IA
AUM $399MTEAM 6REPS 4
Revitate Fund Advisor LLC
RIANewport Beach, CA
AUM $399MTEAM 15REPS 5
Lester Financial Group, LLC
RIAChampaign, IL
AUM $399MTEAM 5REPS 3
Mighty Oak Strong America Investment Company
RIAMechanicsburg, PA
AUM $398MTEAM 5REPS 4
Tactical Infrastructure Partners
RIANew York, NY
AUM $398MTEAM 6REPS 3
Luminvest Wealth Management LLC
RIAScottsdale, AZ
AUM $398MTEAM 5REPS 1
Diadema Partners LP
RIAMorristown, NJ
AUM $398MTEAM 6REPS 2
Concord Investment Counsel
RIAIrvine, CA
AUM $398MTEAM 4REPS 1
Prometheus Capital Management Corp.
RIAYardley, PA
AUM $398MTEAM 4REPS 3
Raleigh Capital Management Inc.
RIACary, NC
AUM $398MTEAM 20REPS 13
Oars Capital
RIADillsburg, PA
AUM $398MTEAM 3REPS 1
Longshore Capital Partners
RIAChicago, IL
AUM $398MTEAM 11REPS 3
Perennial Advisors Group, LLC
RIAWestford, MA
AUM $397MTEAM 4REPS 3
Financial Coach
RIAWest Chester, PA
AUM $397MTEAM 7REPS 6
Bayard Asset Management LLC
RIAPrinceton, NJ
AUM $397MTEAM 4REPS 2
Iams Wealth Management, LLC
RIAElkhorn, NE
AUM $397MTEAM 53REPS 57
Webb Financial Group
RIABloomington, MN
AUM $397MTEAM 8REPS 4
Sagebroadview Wealth Management, LLC
RIAFarmington, CT
AUM $397MTEAM 8REPS 6
LDR Capital Management, LLC
RIANew York, NY
AUM $397MTEAM 7REPS 4
Beacon Financial Planning, Inc
RIAHyannis, MA
AUM $397MTEAM 9REPS 7
Centennial Wealth Advisory, LLC
RIATraverse City, MI
AUM $397MTEAM 15REPS 10
Settanni Financial LLC
RIAArmonk, NY
AUM $397MTEAM 4REPS 3
Other AUM ranges
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