RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Tradewell Tax & Financial
RIAFort Wayne, IN
AUM $320MTEAM 8REPS 5
1 North Wealth Services, LLC
RIAAnnapolis, MD
AUM $320MTEAM 5REPS 6
WSC & Company, LLC
RIACharlotte, NC
AUM $320MTEAM 6REPS 2
Adasina Social Capital
RIAAUM $320MTEAM 17REPS 6
Elevate Wealth Management
RIASheridan, WY
AUM $320MTEAM 5REPS 7
Alhambra Investment Management LLC
RIAPalmetto Bay, FL
AUM $320MTEAM 5REPS 5
Wynn Capital
RIAAugusta, GA
AUM $320MTEAM 4REPS 3
Sawyer & Co Inc
RIABoston, MA
AUM $320MTEAM 4REPS 3
Vista Finance, LLC
RIAClayton, MO
AUM $320MTEAM 5REPS 4
Secura Financial
RIAOrange, CA
AUM $320MTEAM 9REPS 11
Lantern Wealth Advisors, LLC
RIAMelville, NY
AUM $320MTEAM 26REPS 27
Kaname Capital, L.P.
RIABoston, MA
AUM $320MTEAM 5REPS 2
Alpha Wealth Management and Planning LLC
RIANovato, CA
AUM $320MTEAM 8REPS 6
Atomic Invest LLC
RIANew York, NY
AUM $320MTEAM 21REPS 3
Wealthview Capital, LLC
RIAJackson, MS
AUM $319MTEAM 9REPS 5
Arroyo Investment Group, LLC
RIAPasadena, CA
AUM $319MTEAM 8REPS 7
Optivest, Inc.
RIASan Juan Capastrano, CA
AUM $319MTEAM 4REPS 3
Hamilton Square Partners Management, LP
RIANew York, NY
AUM $319MTEAM 5REPS 2
Theory Financial
RIAFort Collins, CO
AUM $319MTEAM 3REPS 3
Duell Financial Strategies
RIAAppleton, WI
AUM $319MTEAM 4REPS 4
Promontory Financial Planning, LLC
RIAFarmington, UT
AUM $319MTEAM 12REPS 11
Remedium Capital Partners
RIAWest Palm Beach, FL
AUM $319MTEAM 1REPS 1
Valuewealth Services, LLC
RIAAnnapolis, MD
AUM $319MTEAM 4REPS 7
Antoine Williams & Associates Wealth Management, LLC
RIAShelburne, VT
AUM $319MTEAM 3REPS 2
Other AUM ranges
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