RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Shuttleworth & Company
RIAPowell, OH
AUM $173MTEAM 3REPS 2
Zynergy Retirement Planning
RIARed Bank, NJ
AUM $173MTEAM 6REPS 6
Advanced Capital Advisors, LLC
RIAFairfield, CT
AUM $173MTEAM 3REPS 2
Stronghold Wealth Management L.L.C.
RIATampa, FL
AUM $173MTEAM 2REPS 2
Barington Companies Investors, LLC
RIANew York, NY
AUM $173MTEAM 9REPS 2
Haybeach Capital Management, LLC
RIARye, NY
AUM $173MTEAM 4REPS 3
Midwestern Financial Group
RIAIowa City, IA
AUM $173MTEAM 3REPS 3
Ridgeline Private Wealth
RIAMesa, AZ
AUM $173MTEAM 6REPS 4
Liberty Asset Management, Inc.
RIAWoodridge, IL
AUM $173MTEAM 2REPS 2
Cornermen Financial, LLC
RIASan Antonio, TX
AUM $173MTEAM 4REPS 5
Counter Global, L.P.
RIASanta Monica, CA
AUM $173MTEAM 3REPS 2
Yanni & Associates Investment Advisors, LLC
RIAWexford, PA
AUM $173MTEAM 2REPS 2
Wealthbuilders Investments
RIAGreenwood Village, CO
AUM $173MTEAM 8REPS 4
Walnut Private Equity Partners, LLC
RIAOmaha, NE
AUM $173MTEAM 3REPS 6
Alluvial Capital Management, LLC
RIAAUM $173MTEAM 2REPS 1
Wealth Management Solutions
RIAScottsdale, AZ
AUM $173MTEAM 4REPS 1
Cedar Valley Wealth Advisors
RIACedar Falls, IA
AUM $173MTEAM 3REPS 3
Acuta Capital Partners, LLC
RIARedwood City, CA
AUM $173MTEAM 4REPS 2
SF Advisers, LLC
RIABoston, MA
AUM $173MTEAM 34REPS 7
Aeternitas Investment Management, LLC
RIAYardley, PA
AUM $173MTEAM 3REPS 2
Vizcaya Capital Partners LLC
RIAMiami, FL
AUM $172MTEAM 3REPS 3
Vannoy Advisory Group, Inc.
RIAAustin, TX
AUM $172MTEAM 2REPS 2
White Sand Wealth Management
RIALiberty, MO
AUM $172MTEAM 7REPS 5
Argent Wealth Management, Inc.
RIARound Rock, TX
AUM $172MTEAM 1REPS 1
Other AUM ranges
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