RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Legacy Investment Strategies, LLC
RIAMetairie, LA
AUM $111MTEAM 8REPS 2
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 2
Forward Wealth
RIALone Tree, CO
AUM $111MTEAM 12REPS 6
Swad Wealth Management LLC
RIASanta Rosa, CA
AUM $111MTEAM 2REPS 1
Tegesta Capital, LLC
RIAJupiter, FL
AUM $111MTEAM 1REPS 1
Kroeger Financial Partners
RIAGrass Valley, CA
AUM $111MTEAM 2REPS 3
Levenson Wealth LLC
RIAAUM $111MTEAM 2REPS 2
AMC Wealth Management, LLC
RIAAUM $111MTEAM 7REPS 6
Summit Planning Group, Inc.
RIAEast Syracuse, NY
AUM $111MTEAM 4REPS 1
Dumont Global LP
RIANew York, NY
AUM $111MREPS 1
Mcmillen & Company, Inc.
RIAAUM $111MTEAM 1REPS 2
Koehler Asset Management
RIABabylon, NY
AUM $111MTEAM 5REPS 3
Seacrest Investment Management, LLC
RIAPurchase, NY
AUM $111MTEAM 3REPS 3
Katz Family Financial Advisors, LLC
RIAAlexandria, VA
AUM $111MTEAM 2REPS 2
Other AUM ranges
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