RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Scalebuilder, LLC
RIANew York, NY
AUM $146MTEAM 4REPS 1
Bluewater Wealth Advisors, LLC
RIAVestavia, AL
AUM $146MTEAM 3REPS 3
Parady Wealth Management
RIAThe Villages, FL
AUM $146MTEAM 19REPS 7
Summit Hill Wealth Management, LLC
RIAGreenwood Village, CO
AUM $146MTEAM 4REPS 3
Cornerstone Wealth Advisors, Inc.
RIACarlsbad, CA
AUM $146MTEAM 4REPS 4
Somerset Group LLC
RIAWayzata, MN
AUM $146MTEAM 3REPS 3
The Sher Wealth Management Group
RIANeedham, MA
AUM $146MTEAM 2REPS 2
Owlhouse Capital LP
RIANew York, NY
AUM $146MTEAM 2REPS 1
October Effect Ltd.
RIAVirginia Beach, VA
AUM $146MTEAM 4REPS 4
Ascendor Wealth, LLC
RIAWilmington, NC
AUM $146MTEAM 6REPS 6
Chapman & Chapman Advisors LLC
RIAChagrin Falls, OH
AUM $146MTEAM 3REPS 2
Humble Capital Management LLC
RIAHonolulu, HI
AUM $146MTEAM 2REPS 2
MFG Private Wealth
RIACanonsburg, PA
AUM $146MTEAM 4REPS 4
Spyrnal Financial Group
RIABokeelia, FL
AUM $146MTEAM 4REPS 3
The Practical Planner
RIAGroton, MA
AUM $145MTEAM 2REPS 2
Gullane Capital, LLC
RIAJacksonville, FL
AUM $145MTEAM 2REPS 4
Capital Management Services, Inc.
RIAManchester, MO
AUM $145MTEAM 6REPS 8
Blue Financial
RIACharlotte, NC
AUM $145MTEAM 11REPS 7
Stapp Wealth Management, Pllc
RIAOlympia, WA
AUM $145MTEAM 3REPS 3
Daniel Krug & Associates
RIAClarkston, MI
AUM $145MTEAM 7REPS 2
GCI Financial Group
RIAMendham, NJ
AUM $145MTEAM 3REPS 3
IGW Advisory Investment Management LLC
RIAAUM $145MTEAM 5REPS 5
Concord Atlantic, Inc.
RIAAUM $145MTEAM 1REPS 1
South Cove Financial, LLC
RIAAUM $145MTEAM 3REPS 1
Other AUM ranges
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