RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Polaris Investment Advisors, LLC
RIAFramingham, MA
AUM $217MTEAM 4REPS 2
Thor Financial Technologies
RIAGreensburg, PA
AUM $217MTEAM 5REPS 5
Cutter Financial Group LLC
RIAFalmouth, MA
AUM $217MTEAM 6REPS 4
Paladin Financial
RIAArden Hills, MN
AUM $217MTEAM 7REPS 7
Lifetime Wealth Management P.C.
RIARockwall, TX
AUM $217MTEAM 5REPS 5
Ledgewood Wealth Advisors, LLC
RIAExeter, NH
AUM $217MTEAM 2REPS 2
Etre LLC
RIACambridge, MA
AUM $217MTEAM 3REPS 1
The Simmons Partnership, Inc
RIATowson, MD
AUM $217MTEAM 3REPS 2
FFG Retirement Counseling
RIACentennial, CO
AUM $216MTEAM 5REPS 2
Aegis Wealth Management, Inc.
RIAGuthrie Center, IA
AUM $216MTEAM 27REPS 32
Hofer & Associates Wealth Management
RIAThousand Oaks, CA
AUM $216MTEAM 4REPS 2
Fmsa
RIAAUM $216MTEAM 20REPS 22
Delta Advisory Group, Inc.
RIAMaitland, FL
AUM $216MTEAM 8REPS 6
Core Capital Management, LLC
RIAChicago, IL
AUM $216MTEAM 6REPS 3
Prosperity Advisory Group LLC
RIAVictor, NY
AUM $216MTEAM 5REPS 3
ARK Wealth Management
RIAAustin, TX
AUM $216MTEAM 2REPS 5
SKY Alpha Asset Advisors
RIABoca Raton, FL
AUM $216MTEAM 3REPS 2
ICP Group Investment Manager, LLC
RIADallas, TX
AUM $216MTEAM 6REPS 3
Wedgewood Investors Inc
RIAErie, PA
AUM $216MTEAM 4REPS 1
Medici Capital LLC
RIANewport Beach, CA
AUM $216MTEAM 2REPS 1
Cleveland Capital Management, L.L.C.
RIARocky River, OH
AUM $216MTEAM 2REPS 2
Vennlight Capital Management, LP
RIAAUM $216MTEAM 3REPS 1
Marrick Wealth
RIAIrvine, CA
AUM $216MTEAM 3REPS 2
Kennedy Wealth & Tax Management, LLC
RIASouthbury, CT
AUM $215MTEAM 4REPS 1
Other AUM ranges
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