RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Coombs Wealth Advisory, LLC
RIABlue Bell, PA
AUM $140MTEAM 2REPS 2
Boyd Financial Strategies, Inc.
RIAAuburn, MA
AUM $140MTEAM 3REPS 4
Sikorski Wealth Management, LLC
RIASan Diego, CA
AUM $140MTEAM 3REPS 3
Clarity Retirement & Wealth, LLC
RIANew Bedford, MA
AUM $140MTEAM 2REPS 1
Alteris Capital Partners, LLC
RIAHouston, TX
AUM $140MTEAM 3REPS 3
Teza Capital Management LLC
RIAChicago, IL
AUM $140MTEAM 90REPS 4
Gross Domestic Product, Inc
RIAAUM $139MTEAM 2REPS 2
Braeside Investments, LLC
RIADallas, TX
AUM $139MTEAM 3REPS 3
Encircle Financial Strategies
RIAAUM $139MTEAM 4REPS 1
The Scott S. James Company
RIAFalls Church, VA
AUM $139MTEAM 3REPS 3
Beyond Wealth Management Group, LLC
RIANew Paltz, NY
AUM $139MTEAM 3REPS 3
Snowball Wealth Management
RIABoulder, CO
AUM $139MTEAM 4REPS 1
Cravens Brothers Private Wealth Management LLC
RIADallas, TX
AUM $139MTEAM 2REPS 2
Clearwater Capital Management
RIAAUM $139MTEAM 1REPS 1
Lane Generational LLC
RIAAUM $139MTEAM 2REPS 3
Raven Capital Management LLC
RIANew York, NY
AUM $139MTEAM 23REPS 5
Legacy Financial Advisors
RIAAUM $139MTEAM 3REPS 3
Benold Financial Planning
RIAAUM $139MTEAM 2REPS 2
Rand Advisors, LLC
RIAAUM $139MTEAM 1REPS 1
Perkins Capital Management Inc
RIAWayzata, MN
AUM $139MTEAM 9REPS 4
Stonebriar Wealth, LLC
RIALehi, UT
AUM $139MTEAM 11REPS 5
Twenty Twenty Investment Advisors, LLC
RIAAUM $139MTEAM 6REPS 5
Gunder Wealth Management, LLC
RIAAUM $139MTEAM 2REPS 2
October Effect Ltd.
RIAVirginia Beach, VA
AUM $139MTEAM 4REPS 4
Other AUM ranges
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