RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Websterrogers Financial Advisors, LLC
RIAFlorence, SC
AUM $461MTEAM 9REPS 18
MBX Investors LLC
RIAFarmington Hills, MI
AUM $460MTEAM 3REPS 2
Beta Wealth Group, Inc
RIASan Diego, CA
AUM $460MTEAM 3REPS 4
Roth Financial Partners LLC
RIAKingwood, TX
AUM $460MTEAM 4REPS 3
Vermillion Wealth Management Inc.
RIARosemount, MN
AUM $460MTEAM 5REPS 5
Alpha Financial Partners LLC
RIALexington, KY
AUM $460MTEAM 7REPS 6
Gdev Management, LLC
RIANew York, NY
AUM $460MTEAM 11REPS 1
Beacon Advisors
RIAAustin, TX
AUM $460MTEAM 4REPS 4
Blake Schutter Theil Wealth Advisors, LLC
RIADayton, OH
AUM $459MTEAM 6REPS 3
Saiph Capital, LLC
RIAWyckoff, NJ
AUM $459MTEAM 4REPS 2
US Select Asset Management, LLC
RIAAUM $459MTEAM 4REPS 4
Seaside Wealth Management, Inc.
RIACarlsbad, CA
AUM $459MTEAM 12REPS 7
Mizzen Management LLC
RIAStamford, CT
AUM $459MTEAM 13REPS 3
NIA Impact Capital
RIAAUM $459MTEAM 9REPS 4
Owen Larue Financial Group
RIAElizabethtown, KY
AUM $459MTEAM 7REPS 4
Legacy Wealth Management, LLC
RIARidgeland, MS
AUM $459MTEAM 4REPS 4
Warner Wealth
RIAMadison, CT
AUM $458MTEAM 20REPS 12
Strategas Asset Management, LLC
RIANew York, NY
AUM $458MTEAM 26REPS 12
Ancor Capital Partners
RIASouthlake, TX
AUM $458MTEAM 9REPS 3
Trinity Capital Investors
RIAJackson, MS
AUM $458MTEAM 2REPS 1
First Nebraska Financial Services
RIANorth Platte, NE
AUM $458MTEAM 7REPS 3
MRE Management, LLC
RIAAnnapolis, MD
AUM $458MTEAM 7REPS 3
Paragon Private Wealth Management LLC
RIALexington, KY
AUM $458MTEAM 6REPS 5
Eagle Point Income Management LLC
RIAGreenwich, CT
AUM $458MTEAM 66REPS 4
Other AUM ranges
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