RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Vermillion & White Wealth Management Group
RIAPhoenixville, PA
AUM $279MTEAM 4REPS 5
Verity Wealth Advisors, LLC
RIASausalito, CA
AUM $279MTEAM 2REPS 2
Wealth Advisors Group, LLC
RIACoralville, IA
AUM $278MTEAM 2REPS 2
Fort Henry Capital, LLC
RIAWheeling, WV
AUM $278MTEAM 2REPS 2
Lexington Hill Partners, LLC
RIADallas, TX
AUM $278MTEAM 8REPS 6
Edenbrook Capital, LLC
RIAMount Kisco, NY
AUM $278MTEAM 4REPS 2
Guardian Asset Advisors, LLC
RIAMechanicsburg, PA
AUM $278MTEAM 8REPS 8
International Money Matters Pvt Ltd
RIABengaluru Karnataka
AUM $278MTEAM 54REPS 9
Beacon Capital, LLC
RIACedar Rapids, IA
AUM $278MTEAM 5REPS 5
Beacon Wealth Consultants, Inc.
RIARoanoke, VA
AUM $278MTEAM 19REPS 14
Citadel Investment Advisory Inc
RIAAUM $278MTEAM 1REPS 1
Ironwood Investment Management, LLC
RIABoston, MA
AUM $278MTEAM 8REPS 3
Spectrum Financial Management
RIASan Rafael, CA
AUM $278MTEAM 4REPS 2
Future Positive
RIANew York, NY
AUM $278MTEAM 4REPS 2
First Financial Advisory Services Inc
RIAWesterly, RI
AUM $278MTEAM 7REPS 3
Foronjy Financial
RIASanta Barbara, CA
AUM $278MTEAM 7REPS 4
Midtown Investment Advisors LLC
RIAMiami, FL
AUM $278MTEAM 4REPS 2
Accordant Advisory Group, Inc.
RIAAnnapolis, MD
AUM $278MTEAM 3REPS 2
Auspicious Financial Planning, LLC
RIASan Ramon, CA
AUM $278MTEAM 2REPS 1
Claren Road Private Credit Solutions LLC
RIANew York, NY
AUM $278MTEAM 6REPS 6
Macco Financial Group, Inc.
RIAGreen Bay, WI
AUM $278MTEAM 8REPS 4
Oasis Advisors
RIAForest City, IA
AUM $278MTEAM 27REPS 23
Heritage Holding
RIABoston, MA
AUM $278MTEAM 17REPS 2
Harbor Island Capital LLC
RIATopsfield, MA
AUM $278MTEAM 2REPS 1
Other AUM ranges
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