RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Verisail Partners, LLC
RIAChamblee, GA
AUM $284MTEAM 6REPS 5
Dauntless Capital Partners LLC
RIAHouston, TX
AUM $283MTEAM 13REPS 4
ZOE Financial, Inc.
RIANew York, NY
AUM $283MTEAM 45REPS 9
Silvia Mccoll Wealth Management, LLC
RIASan Diego, CA
AUM $283MTEAM 2REPS 2
Peace Of Mind Wealth Management
RIARaleigh, NC
AUM $283MTEAM 18REPS 9
Vergepointe Wealth Management, LLC
RIALake Oswego, OR
AUM $283MTEAM 4REPS 4
Brook Capital
RIABrookfield, WI
AUM $283MTEAM 5REPS 5
Stonebridge Wealth Management LLC
RIAOak Brook, IL
AUM $283MTEAM 4REPS 3
Modum Asset Management LLC
RIAMexico City
AUM $283MTEAM 5REPS 4
Berkshire Capital Holdings Inc
RIAAUM $283MTEAM 2REPS 3
Bulman Wealth Group
RIARoseville, CA
AUM $283MTEAM 15REPS 8
Silverberg Bernstein Capital Management
RIAArmonk, NY
AUM $283MTEAM 3REPS 3
FIG Capital Management, LLC
RIAJacksonville, FL
AUM $283MREPS 2
Covingtonalsina
RIAJacksonville, FL
AUM $283MTEAM 5REPS 5
Cooper Capital Group
RIAEncinitas, CA
AUM $283MTEAM 4REPS 4
Pendulum Wealth Partners
RIAItasca, IL
AUM $283MTEAM 13REPS 9
Trilinc Advisors, LLC
RIAManhattan Beach, CA
AUM $283MTEAM 19REPS 5
Oaktree Advisors LLC
RIACoopersburg, PA
AUM $283MTEAM 6REPS 8
West Horizon Capital
RIAPrinceton, NJ
AUM $283MTEAM 4REPS 2
Cypress Wealth Management
RIAOakbrook Terrace, IL
AUM $283MTEAM 6REPS 1
Kingsbridge Investment Partners LLC
RIALas Vegas, NV
AUM $283MTEAM 5REPS 3
Bear Creek Fund Advisors LLC
RIADenver, CO
AUM $283MTEAM 12REPS 7
Fcig Wealth Management, LLC
RIAPlainfield, CT
AUM $282MTEAM 4REPS 6
Compass Financial Advisors LLC
RIAFort Wayne, IN
AUM $282MTEAM 9REPS 9
Other AUM ranges
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