RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Global Kandor Advisors, LLC
RIAMiami, FL
AUM $483MTEAM 13REPS 3
Buttonwood Financial Advisors, Inc.
RIABaltimore, MD
AUM $483MTEAM 8REPS 5
Joyce Wealth Management, LLC
RIAHouston, TX
AUM $483MTEAM 3REPS 3
Van Strum & Towne Inc
RIASan Francisco, CA
AUM $483MTEAM 6REPS 4
Astoria Strategic Wealth, Inc.
RIAAUM $483MTEAM 7REPS 7
Monte Financial Group, LLC
RIAGuilford, CT
AUM $482MTEAM 12REPS 6
The Lewis Financial Group
RIAAshburn, VA
AUM $482MTEAM 6REPS 6
Physicians Financial Services, Inc.
RIARaleigh, NC
AUM $482MTEAM 6REPS 3
Ping Capital Management, Inc.
RIANew York, NY
AUM $482MTEAM 10REPS 3
Ss&H Financial Advisors, Inc.
RIATroy, MI
AUM $482MTEAM 2REPS 2
Oakstreet Wealth Management, Inc.
RIAMagnolia, TX
AUM $482MTEAM 2REPS 1
Emet Capital Management
RIANew York, NY
AUM $482MTEAM 10REPS 3
AMJ Financial Wealth Management LLC
RIALeesburg, VA
AUM $482MTEAM 17REPS 16
Cross Financial Advisors
RIAPortland, OR
AUM $482MTEAM 12REPS 11
15 Wealth Advisors LLC
RIAMundelein, IL
AUM $481MTEAM 15REPS 9
IP Financial Advisory Services LLC
RIACharlotte, NC
AUM $481MTEAM 112REPS 136
HS Wealth Partners
RIANashville, TN
AUM $481MTEAM 5REPS 6
Onyxpoint Global Management LP
RIANew York, NY
AUM $481MTEAM 8REPS 2
Pinnacle Peak Private Client Group, LLC
RIAScottsdale, AZ
AUM $481MTEAM 6REPS 3
Aureon Management LLC
RIANew York, NY
AUM $481MTEAM 7REPS 2
Thurston Advisors
RIAVero Beach, FL
AUM $481MTEAM 9REPS 3
Harbor Advisory Corporation
RIAPortsmouth, NH
AUM $481MTEAM 3REPS 4
Eaton-Cambridge Inc.
RIAPhoenix, AZ
AUM $481MTEAM 11REPS 6
Orange Avenue Advisors LLC
RIAOrlando, FL
AUM $481MTEAM 2REPS 2
Other AUM ranges
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