RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Brindle & Bay Financial Advisors, LLC
RIAFrisco, TX
AUM $185MTEAM 4REPS 4
PCB Capital LLC
RIAEast Brunswick, NJ
AUM $185MTEAM 5REPS 2
Torrey-Payne Wealth Management
RIAPasadena, CA
AUM $185MTEAM 2REPS 2
Logic Wealth Management, LLC
RIAPasadena, CA
AUM $185MTEAM 9REPS 5
Vanheel Management Limited
RIAHong Kong Sar
AUM $185MTEAM 8REPS 2
Summit Financial Working With People You Trust
RIASterling Heights, MI
AUM $185MTEAM 6REPS 6
Vision One Management Partners, LP
RIAMiami, FL
AUM $185MTEAM 6REPS 4
Statera Wealth Management
RIASt George, UT
AUM $185MTEAM 8REPS 5
Greenway Wealth Advisors, LLC
RIACharlotte, NC
AUM $185MTEAM 4REPS 4
Wynnefield Capital, Inc.
RIANew York, NY
AUM $185MTEAM 2REPS 3
Storgate, LLC
RIAAUM $184MTEAM 6REPS 4
Avail Investment Partners, LLC
RIALemont, PA
AUM $184MTEAM 8REPS 9
Selkirk Wealth Advisors, LLC
RIASpokane, WA
AUM $184MTEAM 4REPS 3
Red Mountain Financial, LLC
RIAAUM $184MTEAM 1REPS 1
Rivertree Advisors, LLC
RIAWinter Park, FL
AUM $184MTEAM 3REPS 2
Cleanhill Partners
RIANew York, NY
AUM $184MTEAM 5REPS 2
Cypress Point Capital Management, LLC
RIAAUM $184MTEAM 1REPS 1
The Worley Banks Group, LLC
RIACreve Coeur, MO
AUM $184MTEAM 3REPS 3
Equity Armor Investments
RIAChicago, IL
AUM $184MTEAM 3REPS 6
Madrid Retirement Advisors
RIAManhattan Beach, CA
AUM $184MTEAM 2REPS 2
Fifth Era Partners LP
RIAAUM $184MTEAM 8REPS 3
Global Wealth Management, L.C.
RIADeerfield Beach, FL
AUM $184MTEAM 4REPS 4
Longevity Capital Management
RIAThousand Oaks, CA
AUM $184MTEAM 3REPS 2
Cooper Financial Services, Inc.
RIAShelton, CT
AUM $184MTEAM 3REPS 3
Other AUM ranges
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