RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Phoenician Capital LLC
RIANew York, NY
AUM $159MTEAM 6REPS 2
Invest Inc.
RIALexington, KY
AUM $159MTEAM 5REPS 5
Radius Wealth Management, Inc.
RIABoston, MA
AUM $159MTEAM 4REPS 2
SCG Asset Management LLC
RIANaperville, IL
AUM $159MTEAM 6REPS 2
Altar Rock
RIAAUM $159MTEAM 8REPS 5
Private Financial Management LLC
RIAAUM $159MTEAM 1REPS 1
Verus Financial Group
RIASugar Land, TX
AUM $159MTEAM 8REPS 4
Ventana Private Wealth LLC
RIADenver, CO
AUM $159MTEAM 3REPS 2
Advisory Advocates LLC
RIAGrand Rapids, MI
AUM $159MTEAM 9REPS 7
Starr-Mathews Financial, LLC
RIACalhoun, GA
AUM $159MTEAM 6REPS 6
Summitas Investment Management LLC
RIAAUM $159MTEAM 2REPS 1
Sonoma Private Wealth LLC
RIANovato, CA
AUM $158MTEAM 6REPS 3
Beantown Financial Advisors LLC
RIAAUM $158MTEAM 1REPS 2
Zermatt Wealth Partners
RIASan Diego, CA
AUM $158MTEAM 6REPS 5
Scherer Financial Advisory Services, LLC
RIADallas, TX
AUM $158MTEAM 5REPS 3
BPC Advisors LLC
RIAEast Syracuse, NY
AUM $158MTEAM 2REPS 2
AIM Advisors, LLC
RIARaleigh, NC
AUM $158MTEAM 5REPS 3
Graetz Wealth
RIAJenison, MI
AUM $158MTEAM 3REPS 3
Fc360 Wealth Management, Inc.
RIARoseville, CA
AUM $158MTEAM 1REPS 1
Gilbert Capital Group
RIAAUM $158MTEAM 3REPS 2
The Eideard Group, LLC
RIABedford, NH
AUM $158MTEAM 3REPS 1
H Partners Management LLC
RIANew York, NY
AUM $158MTEAM 9REPS 2
Provident Living Financial Services
RIALehi, UT
AUM $158MTEAM 3REPS 3
Fonte Financial Advisors
RIACarlsbad, CA
AUM $158MTEAM 3REPS 2
Other AUM ranges
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