RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Giving Tree Wealth Advisors
RIASan Ramon, CA
AUM $138MTEAM 2REPS 2
Glassbead Capital Management LLC
RIAMiami Beach, FL
AUM $138MTEAM 3REPS 2
American Investment Advisors Inc
RIAMadison, WI
AUM $138MTEAM 2REPS 1
Vericrest Private Wealth, LLC
RIANewtown, PA
AUM $138MTEAM 2REPS 2
Tarheel Advisors, LLC
RIAChapel Hill, NC
AUM $138MTEAM 2REPS 2
Stock Farm Partners LLC
RIAPalo Alto, CA
AUM $138MTEAM 1REPS 1
Ashbay Capital, LLC
RIANew York, NY
AUM $138MTEAM 1REPS 1
Fien Capital Management, LLC
RIARochester, NY
AUM $138MTEAM 2REPS 2
Apple & Associates
RIAGrass Valley, CA
AUM $138MTEAM 4REPS 4
Prince Asset Management, Inc.
RIASarasota, FL
AUM $138MTEAM 3REPS 3
Eubank, Hutson & Associates, LLC
RIAPlano, TX
AUM $138MTEAM 2REPS 2
Pension Parameters Financial Services, Inc.
RIAAberdeen, NJ
AUM $138MTEAM 5REPS 3
Ruggiero Investments
RIAWest Palm Beach, FL
AUM $138MTEAM 5REPS 5
Korving & Company LLC
RIASuffolk, VA
AUM $138MTEAM 3REPS 3
Fredric E. Russell Investment Management Co
RIATulsa, OK
AUM $137MTEAM 4REPS 2
Box Hill Private Wealth
RIAAUM $137MTEAM 1REPS 1
Michael D. Taxman Investment Management
RIAHanover, NH
AUM $137MTEAM 1REPS 1
Sustainvest Asset Management, LLC
RIALinwood, NJ
AUM $137MTEAM 1REPS 1
Vision Investment Advisors, LLC
RIAStamford, CT
AUM $137MTEAM 9REPS 11
Keystone Wealth Management
RIAWaterloo, IA
AUM $137MTEAM 2REPS 1
Antipodean Advisors LLC
RIAAUM $137MTEAM 2REPS 3
Wallender, Timothy Joseph
RIAManhattan Beach, CA
AUM $137MTEAM 1REPS 1
Johnson & Shute Investment Advisors, Inc.
RIABothell, WA
AUM $137MTEAM 2REPS 2
SQN Venture Partners, LLC
RIACharleston, SC
AUM $137MTEAM 8REPS 3
Other AUM ranges
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