RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Simmons Capital Group
RIAHalfmoon, NY
AUM $213MTEAM 11REPS 7
Financial Freedom House
RIAWaterford, MI
AUM $213MTEAM 10REPS 6
Sensenig Capital Advisors, Inc.
RIACollegeville, PA
AUM $213MTEAM 6REPS 3
Mathis Wealth Management
RIAPhoenix, AZ
AUM $213MTEAM 5REPS 5
Sacks & Associates, LLC
RIAWarren, NJ
AUM $213MTEAM 4REPS 3
BCK Partners, Inc.
RIACorning, NY
AUM $213MTEAM 5REPS 2
Gibraltar Wealth Management, LLC
RIAAbington, PA
AUM $213MTEAM 5REPS 6
Financial Planning Services
RIAFort Wayne, IN
AUM $213MTEAM 7REPS 7
Harding Wealth, Inc.
RIATempe, AZ
AUM $213MTEAM 4REPS 3
GEN Cap America, Inc.
RIANashville, TN
AUM $213MTEAM 9REPS 6
Up Capital Management, Inc.
RIAAUM $213MTEAM 4REPS 2
Urban Wealth Management Or Uwm
RIAAUM $213MTEAM 6REPS 4
Brixton Capital Wealth Advisors, LLC
RIAGarden City, NY
AUM $212MTEAM 7REPS 5
Sequoia S.F.A.
RIAZurich
AUM $212MTEAM 2REPS 3
Sackett Wealth Advisors, Inc.
RIABrea, CA
AUM $212MTEAM 5REPS 3
Coastwise Capital Group, LLC
RIALa Jolla, CA
AUM $212MTEAM 4REPS 4
Altius Financial, Inc.
RIADenver, CO
AUM $212MTEAM 3REPS 2
Excolere Equity Partners, LLC
RIALos Angeles, CA
AUM $212MTEAM 10REPS 4
Patrick Mauro Investment Advisor, Inc.
RIAAUM $212MTEAM 4REPS 4
Madrid Wealth Management
RIAAlbuquerque, NM
AUM $212MTEAM 4REPS 5
JH Advisors
RIASalem, OR
AUM $212MTEAM 4REPS 2
Bravias Financial
RIAIselin, NJ
AUM $212MTEAM 12REPS 6
Buchanan Wealth Management
RIAReston, VA
AUM $212MTEAM 4REPS 2
OAC Capital Advisors LLC
RIAAUM $212MTEAM 5REPS 5
Other AUM ranges
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