RIAs: $100M – $500M AUM
7,635 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
GLOBAL KANDOR ADVISORS, LLC
RIAKEY BISCAYNE, 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
RIABEAVERTON, OR
AUM $482MTEAM 12REPS 11
IP FINANCIAL ADVISORY SERVICES LLC
RIACharlotte, NC
AUM $481MTEAM 112REPS 139
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
COURAGE MILLER PARTNERS, LLC
RIANORFOLK, VA
AUM $481MTEAM 4REPS 3
Other AUM ranges
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