RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Cedarstone Advisors
RIAThousand Oaks, CA
AUM $198MTEAM 3REPS 2
Feynman Point Asset Management
RIANew York, NY
AUM $198MTEAM 15REPS 6
TFJ Management, LLC
RIASomerville, MA
AUM $198MTEAM 2REPS 2
PMG Wealth Management
RIAHawthorn Woods, IL
AUM $198MTEAM 4REPS 4
Safir Wealth Advisors, LLC
RIAAUM $198MTEAM 2REPS 2
Welch Financial Planning, LLC
RIABoulder, CO
AUM $198MTEAM 6REPS 3
GIP Investment Adviser LLC
RIAWest Palm Beach, FL
AUM $198MTEAM 5REPS 1
Newport Investment Advisors Inc
RIABeachwood, OH
AUM $198MTEAM 2REPS 2
Constant Guidance Financial, LLC
RIANorth Attleboro, MA
AUM $198MTEAM 1REPS 1
Entasis Asset Management LLC
RIABrookfield, WI
AUM $198MTEAM 5REPS 5
Calvert Impact Advisory Services, LLC
RIABethesda, MD
AUM $198MTEAM 9REPS 3
D & P Investment Advisors, Ltd.
RIAWakefield, RI
AUM $198MTEAM 1REPS 1
Crown Advisors Management, Inc.
RIALarkspur, CA
AUM $198MTEAM 2REPS 1
Accruent Wealth Advisors
RIAWinston Salem, NC
AUM $198MTEAM 3REPS 3
Preston Investments
RIAKingman, AZ
AUM $198MTEAM 5REPS 4
Bengal Asset Management, LLC
RIASanta Monica, CA
AUM $198MTEAM 7REPS 2
Boardwalk Financial Strategies LLC
RIAHartland, WI
AUM $198MTEAM 6REPS 4
Attentive Investments, LLC
RIAStockton, CA
AUM $197MTEAM 5REPS 1
Inman Financial Services, Inc.
RIAPortland, OR
AUM $197MTEAM 5REPS 4
Copper Beech Financial Group, LLC
RIAMoorestown, NJ
AUM $197MTEAM 9REPS 3
Rydar Equities, Inc.
RIAWeatherford, TX
AUM $197MTEAM 2REPS 2
Bautis Financial, LLC
RIAMontclair, NJ
AUM $197MTEAM 5REPS 2
APS Investment Management Group
RIAJackson, CA
AUM $197MTEAM 2REPS 2
Osprey Capital Management Corp.
RIAMiami Beach, FL
AUM $197MTEAM 1REPS 1
Other AUM ranges
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