RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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 4
Snowball Wealth Management
RIABoulder, CO
AUM $139MTEAM 4REPS 1
Clearwater Capital Management
RIAAUM $139MTEAM 1REPS 1
Cravens Brothers Private Wealth Management LLC
RIADallas, TX
AUM $139MTEAM 2REPS 2
Lane Generational LLC
RIAAUM $139MTEAM 2REPS 3
Raven Capital Management LLC
RIAPalm Beach Gardens, FL
AUM $139MTEAM 23REPS 5
Legacy Financial Advisors
RIAAUM $139MTEAM 3REPS 3
Polson Wealth Management
RIADes Moines, IA
AUM $139MTEAM 2REPS 2
Benold Financial Planning
RIAAUM $139MTEAM 2REPS 2
Rand Advisors, LLC
RIAAUM $139MTEAM 1REPS 1
Stonebriar Wealth, LLC
RIALehi, UT
AUM $139MTEAM 11REPS 5
Integra Financial, Inc.
RIAGreenwood Village, CO
AUM $139MTEAM 5REPS 4
Twenty Twenty Investment Advisors, LLC
RIAAUM $139MTEAM 6REPS 5
Gunder Wealth Management, LLC
RIAAUM $139MTEAM 2REPS 2
Southpaw Cp Manager LP
RIADallas, TX
AUM $139MTEAM 5REPS 1
Brooktree Capital Management Inc.
RIAGrand Rapids, MI
AUM $139MTEAM 2REPS 2
Silverhawk Capital Partners, LLC
RIAOverland Park, KS
AUM $139MTEAM 5REPS 5
Advantage Investing, Inc.
RIACoral Gables, FL
AUM $139MTEAM 2REPS 3
Blair Hall Advisors, LLC
RIAAUM $139MTEAM 2REPS 2
Saratoga Capital Management, LLC
RIAAvondale, AZ
AUM $139MTEAM 4REPS 4
Wisdom Wealth Investment Advisors LLC
RIAPhoenix, AZ
AUM $139MTEAM 2REPS 2
Broussard Financial Group, LLC
RIAKaplan, LA
AUM $139MTEAM 2REPS 1
Other AUM ranges
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