RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Vested Financial Planning, LLC
RIAAUM $157MTEAM 1REPS 1
Delphinus Financial Advisors, LLC
RIAMansfield, MA
AUM $157MTEAM 2REPS 2
River's Edge
RIABeaver, PA
AUM $157MTEAM 5REPS 4
Crosspoint Financial, LLC
RIATustin, CA
AUM $157MTEAM 1REPS 1
Davenport Watts & Drake Investment Advisors, LLC
RIARidgeland, MS
AUM $157MTEAM 3REPS 3
Finec Asset Management
RIASan Diego, CA
AUM $157MTEAM 6REPS 6
Collective Wealth Advisors LLC
RIACoppell, TX
AUM $157MTEAM 7REPS 5
Camden Financial Management, Inc.
RIAAUM $157MTEAM 1REPS 1
Rooted Planning Group
RIACorning, NY
AUM $157MTEAM 7REPS 3
Legacy Advisory Services, LLC
RIAExton, PA
AUM $157MTEAM 3REPS 3
Moore Wealth
RIAFrederick, MD
AUM $157MTEAM 6REPS 3
Lifestyle Freedom Advisory Group, LLC
RIALakewood Ranch, FL
AUM $157MTEAM 5REPS 5
Belhealth Investment Partners, LLC
RIAFort Lauderdale, FL
AUM $157MTEAM 5REPS 3
Lotusgroup Capital
RIADenver, CO
AUM $157MTEAM 8REPS 2
Sima Wealth Partners, LLC
RIANorth Chesterfield, VA
AUM $157MTEAM 6REPS 5
Sallyport
RIAHouston, TX
AUM $157MTEAM 6REPS 4
Breakwater Capital
RIAKalamazoo, MI
AUM $157MTEAM 2REPS 2
Englebert Financial Advisers, LLC
RIAAllentown, PA
AUM $157MTEAM 3REPS 3
DWV Advisors, LLC
RIAEssex Junction, VT
AUM $157MTEAM 1REPS 1
Dale Q. Rice Investment Management
RIAAUM $157MTEAM 4REPS 1
Profocus Incorporated
RIAPhoenix, AZ
AUM $157MTEAM 7REPS 2
Maimon Wealth Management Ltd.
RIARaanana
AUM $157MTEAM 5REPS 1
Settian Capital LP
RIASt. Augustine, FL
AUM $157MTEAM 3REPS 1
Star Wealth Management Corporation
RIABingham Farms, MI
AUM $156MTEAM 3REPS 0
Other AUM ranges
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