RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 6
Centennial Wealth Advisory, LLC
RIATraverse City, MI
AUM $397MTEAM 15REPS 10
Settanni Financial LLC
RIAArmonk, NY
AUM $397MTEAM 4REPS 3
Goodwin Investment Advisory
RIAWoodstock, GA
AUM $397MTEAM 13REPS 14
Howard Wealth Management, LLC
RIAAUM $397MTEAM 2REPS 2
Anabranch Capital Management, LP
RIAStamford, CT
AUM $397MTEAM 4REPS 3
Miramontes Capital, LLC
RIANewport Beach, CA
AUM $397MTEAM 15REPS 12
New Insight Wealth Advisors
RIASan Ramon, CA
AUM $397MTEAM 7REPS 6
Sara-Bay Financial Corp.
RIASarasota, FL
AUM $397MTEAM 5REPS 4
Visionary Horizons, LLC
RIAKnoxville, TN
AUM $397MTEAM 12REPS 17
Smedley Financial Services Inc
RIASalt Lake City , UT
AUM $397MTEAM 11REPS 6
Matterhorn Capital Advisors, LLC
RIAW Cnshohocken, PA
AUM $396MTEAM 11REPS 4
Fortune Wealth Management, LLC
RIADallas, TX
AUM $396MTEAM 3REPS 3
Family Wealth Advisory Group, LLC
RIACincinnati, OH
AUM $396MTEAM 7REPS 3
Kirtland Financial Management, Inc.
RIACoral Gables, FL
AUM $396MTEAM 3REPS 1
The Visualize Group LP
RIANew York, NY
AUM $396MTEAM 10REPS 1
West Ridge Advisors
RIAHenderson, NV
AUM $396MTEAM 13REPS 11
Diastole Wealth Management
RIAGuilford, CT
AUM $396MTEAM 13REPS 10
Lesjak Planning, LLC
RIAWestlake, OH
AUM $396MTEAM 7REPS 5
Poinciana Advisors Group, LLC
RIAPalm Beach Gardens, FL
AUM $396MTEAM 2REPS 4
Derby Copeland Capital
RIANew York, NY
AUM $396MTEAM 18REPS 3
Gunderson Capital Management
RIAMount Pleasant, SC
AUM $396MTEAM 4REPS 4
Other AUM ranges
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