RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Professional Financial Management, Inc.
RIAAppleton, WI
AUM $116MTEAM 5REPS 3
New Vernon Investment Management LLC
RIAHighland Park, IL
AUM $116MTEAM 8REPS 3
Palante Wealth Advisors, LLC
RIAPennington, NJ
AUM $116MTEAM 5REPS 2
KB Financial Advisors LLC
RIASan Francisco, CA
AUM $115MTEAM 4REPS 3
Beyond Your Hammock LLC
RIABoston, MA
AUM $115MTEAM 3REPS 1
Zenith Advisory Group, LLC
RIAThe Villages, FL
AUM $115MTEAM 4REPS 4
Heyman Wealth Management, LLC
RIAEncino, CA
AUM $115MTEAM 2REPS 2
1818 Private Client Group, LLC
RIAAventura, FL
AUM $115MTEAM 3REPS 2
Wealth Compass Financial, Inc.
RIACarlsbad, CA
AUM $115MTEAM 2REPS 2
Ridgeline Productions LLC
RIANew York, NY
AUM $115MTEAM 4REPS 3
Kutz and Company Inc.
RIAGreat Neck, NY
AUM $115MTEAM 2REPS 2
Pariax Private Wealth Management
RIANewport Beach, CA
AUM $115MTEAM 3REPS 1
Leach, Bickmore & Weiss Wealth Management, LLC
RIAMadison, WI
AUM $115MTEAM 6REPS 5
Passport Wealth Management
RIACornelius, NC
AUM $115MTEAM 3REPS 2
RJJ Pasadena Securities, Inc.
RIAHenderson, NV
AUM $115MTEAM 2REPS 2
Wealth Management Advisors Ria, Inc.
RIAWindsor, CO
AUM $115MTEAM 3REPS 2
Revolution Partners, LLC
RIAAUM $115MTEAM 6REPS 6
Uyana Partners LLC
RIAMiami, FL
AUM $115MTEAM 8REPS 9
Natwealth Management
RIAMontreal
AUM $115MTEAM 129REPS 11
Stratfi
RIAWilmington, DE
AUM $115MTEAM 2REPS 2
Lightedway Advisory Services, Inc.
RIAHarrison, NY
AUM $115MTEAM 1REPS 1
Fortify Wealth, Inc.
RIASaint Louis, MO
AUM $115MTEAM 3REPS 3
Gritstone Asset Management LLC
RIABethesda, MD
AUM $115MTEAM 4REPS 3
Schulz Financial Group
RIATucson, AZ
AUM $115MTEAM 3REPS 3
Other AUM ranges
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