RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Setarcos Wealth Advisors LLC
RIAPhiladelphia, PA
AUM $112MTEAM 3REPS 3
PMD Advisory
RIAHoover, AL
AUM $112MTEAM 7REPS 2
Powers Investment Advisory Corporation
RIAAUM $112MTEAM 2REPS 2
Wealthfront Strategies LLC
RIAPalo Alto, CA
AUM $112MTEAM 21REPS 4
Valley Wealth Management
RIAOshkosh, WI
AUM $112MTEAM 3REPS 1
Precedent Financial Strategies
RIAIndianapolis, IN
AUM $111MTEAM 3REPS 1
DW Investment Solutions, Inc.
RIAAUM $111MTEAM 3REPS 2
Legacy Investment Strategies, LLC
RIAMetairie, LA
AUM $111MTEAM 8REPS 7
GOI
RIAMiami, FL
AUM $111MTEAM 3REPS 3
Financial Mountain Inc
RIABoulder, CO
AUM $111MTEAM 2REPS 2
Milne Financial Planning, Inc.
RIASaint Johnsbury, VT
AUM $111MTEAM 3REPS 1
The Quick Group LLC
RIANew York, NY
AUM $111MTEAM 3REPS 2
Belleair Wealth Management, LLC
RIABelleair Bluffs, FL
AUM $111MTEAM 6REPS 5
Fully Financial
RIAAthens, GA
AUM $111MTEAM 3REPS 3
Spirit West Advisors, LLC
RIAScottsdale, AZ
AUM $111MTEAM 1REPS 2
Integrity Wealth Management, LLC
RIAAUM $111MTEAM 3REPS 3
Bondurant Investment Advisory, LLC
RIAEvanston, IL
AUM $111MTEAM 3REPS 3
Harbor Light Planning
RIAAUM $111MTEAM 1REPS 1
Evans Wealth Management
RIADuluth, GA
AUM $111MTEAM 2REPS 1
Forward Wealth
RIALone Tree, CO
AUM $111MTEAM 12REPS 3
Tegesta Capital, LLC
RIAJupiter, FL
AUM $111MTEAM 1REPS 1
Levenson Wealth LLC
RIAAUM $111MTEAM 2REPS 2
Summit Planning Group, Inc.
RIAEast Syracuse, NY
AUM $111MTEAM 4REPS 1
Dumont Global LP
RIANew York, NY
AUM $111MREPS 1
Other AUM ranges
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