RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SELECTIVE WEALTH MANAGEMENT, INC.
RIAFOREST, VA
AUM $455MTEAM 9REPS 9
WHITESTAR ADVISORS, LLC
RIABOCA RATON, FL
AUM $454MTEAM 8REPS 1
NEW WATER CAPITAL, L.P.
RIABOCA RATON, FL
AUM $454MTEAM 12REPS 2
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
RIAMONTVALE, NJ
AUM $454MTEAM 8REPS 6
PROVENANCE MANAGEMENT CO., LP
RIABeverly Hills, CA
AUM $454MTEAM 8REPS 3
CONFIDENCE WEALTH MANAGEMENT, INC.
RIALos Angeles, CA
AUM $454MTEAM 19REPS 9
AXIENT INVESTMENT ADVISORS LLC
RIAHUNTSVILLE, AL
AUM $454MTEAM 18REPS 13
WAKEFIELD ASSET MANAGEMENT, LLLP
RIAENGLEWOOD, CO
AUM $454MTEAM 11REPS 4
COLUMBUS INVESTMENT ADVISORY INC.
RIANEW ALBANY, OH
AUM $454MTEAM 9REPS 7
LAUREL WEALTH PLANNING
RIAEDINA, MN
AUM $454MTEAM 8REPS 6
SILVER GROVE ADVISORY SERVICES
RIAORCHARD PARK, NY
AUM $454MTEAM 16REPS 17
BRANT POINT INVESTMENT MANAGEMENT LLC
RIANew York, NY
AUM $453MTEAM 6REPS 2
RICHMOND INVESTMENT SERVICES LLC
RIAMEQUON, WI
AUM $453MTEAM 13REPS 14
PRENTISS SMITH & COMPANY, INC.
RIABRATTLEBORO, VT
AUM $453MTEAM 8REPS 11
CROSS ISLAND ADVISORS LLC
RIADARIEN, CT
AUM $453MTEAM 1REPS 1
MCCLARREN FINANCIAL ADVISORS
RIASTATE COLLEGE, PA
AUM $453MTEAM 9REPS 8
IMZ ADVISORY INC.
RIABOCA RATON, FL
AUM $453MTEAM 4REPS 5
ENDICOTT CAPITAL
RIANew York, NY
AUM $453MTEAM 11REPS 4
NOVA R WEALTH, INC.
RIAOVERLAND PARK, KS
AUM $453MTEAM 8REPS 4
OLD NORTH STATE WEALTH MANAGEMENT, LLC
RIAWILMINGTON, NC
AUM $453MTEAM 6REPS 6
ASPEN INVESTMENT MANAGEMENT INC.
RIAGRAND RAPIDS, MI
AUM $452MTEAM 5REPS 5
CERTIOR FINANCIAL GROUP, LLC
RIAKING OF PRUSSIA, PA
AUM $452MTEAM 9REPS 8
AUDENT GLOBAL ASSET MANAGEMENT, LLC
RIAWEST HOLLYWOOD, CA
AUM $452MTEAM 7REPS 5
POINTE CAPITAL MANAGEMENT LLC
RIAGROSSE POINTE FARMS, MI
AUM $452MTEAM 6REPS 7
Other AUM ranges
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