RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Encore Wealth Advisors
RIAMorris, MN
AUM $122MTEAM 4REPS 1
New Wave Financial Services
RIAAUM $122MTEAM 1REPS 1
Arbalpha
RIAMiami, FL
AUM $122MTEAM 2REPS 3
Boston Portfolio Advisers
RIABoston, MA
AUM $122MTEAM 3REPS 2
Twin Rivers Wealth Management
RIASacramento, CA
AUM $122MTEAM 5REPS 4
Blue Haven Capital, LLC
RIAGeneva, IL
AUM $122MTEAM 2REPS 2
Bancaribe Capital
RIAMiami, FL
AUM $121MTEAM 5REPS 2
Gira & Gira Investment Advisors LLC
RIAHarrisonburg, VA
AUM $121MTEAM 2REPS 2
Regal Advisory Services, Inc.
RIAGlenview, IL
AUM $121MTEAM 25REPS 27
Pathfinder Advisory, Inc.
RIARockford, IL
AUM $121MTEAM 5REPS 3
Wealth Script Advisors
RIASan Francisco, CA
AUM $121MTEAM 2REPS 1
Matrix Planning Inc
RIASanta Monica, CA
AUM $121MTEAM 4REPS 2
Connective Portfolio Management, LLC
RIANew York, NY
AUM $121MTEAM 2REPS 3
Alder Point Capital Management LLC
RIALafayette, CO
AUM $121MTEAM 6REPS 3
WP Asset Management
RIABedminster, NJ
AUM $121MTEAM 3REPS 2
Strickland Davis Advisors LLC
RIAMarietta, GA
AUM $121MTEAM 3REPS 3
Encompass Advisory Services, LLC
RIAKaty, TX
AUM $121MTEAM 14REPS 7
Foresight Wealth Advisors
RIASkokie, IL
AUM $121MTEAM 1REPS 1
Life Strategies, Inc.
RIALa Jolla, CA
AUM $121MTEAM 2REPS 1
Genesis Advisors, LLC
RIAFishers, IN
AUM $121MTEAM 4REPS 4
Allen Financial Management
RIAOxford, MI
AUM $121MTEAM 1REPS 1
Gudorf Financial Group, LLC
RIADayton, OH
AUM $121MTEAM 4REPS 2
Greensview Wealth Management
RIAFranklin, TN
AUM $121MTEAM 5REPS 2
Resnick Wealth Alliance, LLC
RIAPalm Beach Gardens, FL
AUM $121MTEAM 2REPS 2
Other AUM ranges
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