RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
One + One Wealth Management, LLC
RIAJupiter, FL
AUM $383MTEAM 5REPS 5
Dougherty & Associates Financial Advisors, Inc.
RIABuffalo, MN
AUM $383MTEAM 9REPS 5
Canopy 360 Wealth, LLC
RIAOcala, FL
AUM $383MTEAM 9REPS 6
Accent Capital Management, LLC
RIACenterville, OH
AUM $383MTEAM 7REPS 4
Claraphi Advisory Network, LLC
RIAAliso Viejo, CA
AUM $383MTEAM 8REPS 1
Clearshares LLC
RIAMarco Island, FL
AUM $382MTEAM 3REPS 3
Financial Planning Hawaii, Inc.
RIAHonolulu, HI
AUM $382MTEAM 5REPS 5
Proctor Financial
RIASherborn, MA
AUM $382MTEAM 5REPS 2
Red Tortoise
RIAAtlanta, GA
AUM $382MTEAM 4REPS 4
Carter Financial Group, Inc.
RIABarrington, IL
AUM $382MTEAM 9REPS 6
Destiny Capital Corporation
RIADenver, CO
AUM $382MTEAM 11REPS 10
Eaton Financial Group
RIACoral Springs, FL
AUM $382MTEAM 4REPS 3
Pictet Asset Management (USA) Corp
RIANew York, NY
AUM $382MTEAM 14REPS 7
Sonoma Brands Capital
RIASonoma, CA
AUM $382MTEAM 6REPS 2
Dean Financial Services
RIABeavercreek, OH
AUM $382MTEAM 9REPS 5
Kirtland Hills Capital Management, LLC
RIABratenahl, OH
AUM $382MTEAM 2REPS 2
Snyder Wealth Group
RIAMedford, NY
AUM $382MTEAM 10REPS 7
Blue Rock Financial Group
RIARehoboth Beach, DE
AUM $382MTEAM 10REPS 5
WWM Financial
RIACarlsbad, CA
AUM $382MTEAM 8REPS 5
Pecaut Wealth Management
RIASioux City, IA
AUM $382MTEAM 6REPS 3
Harbour Investment Management L.L.C.
RIAEdmonds, WA
AUM $382MTEAM 6REPS 5
Unique Wealth Strategies
RIABurr Ridge, IL
AUM $382MTEAM 10REPS 5
Sculati Wealth Management, LLC
RIABloomfield Hills, MI
AUM $381MTEAM 4REPS 3
Landing Point Financial Group
RIAAvon, OH
AUM $381MTEAM 28REPS 8
Other AUM ranges
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