RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Equinox Financial Advisors, Inc.
RIAManchester Center, VT
AUM $111MTEAM 2REPS 1
Kaltbaum Capital Management
RIAAUM $111MTEAM 2REPS 1
FOX Financial Services, Inc.
RIAWhite Plains, NY
AUM $111MTEAM 1REPS 2
Apricity Financial, LLC
RIAAUM $111MTEAM 6REPS 4
Pacific Excel Wealth Advisors, Inc.
RIAWalnut Creek, CA
AUM $111MTEAM 5REPS 3
Ascent Advisors
RIAMankato, MN
AUM $111MTEAM 9REPS 10
Better Financial Services, LLC
RIAFederal Way, WA
AUM $111MTEAM 2REPS 2
Advanced Wealth Management
RIASarasota, FL
AUM $111MTEAM 4REPS 3
Scotia Partners, LLC
RIAAUM $111MTEAM 3REPS 4
Tengram Capital Partners
RIAWestport, CT
AUM $111MTEAM 7REPS 3
C.L. Sheldon & Company, LLC
RIAAUM $111MTEAM 10REPS 3
Klopp Investment Management LLC
RIACleveland, OH
AUM $111MTEAM 2REPS 4
Prospero Wealth, LLC
RIAAUM $111MTEAM 8REPS 7
Compass Investment Advisers, LLC
RIAPortland, OR
AUM $111MTEAM 2REPS 2
Wealth Foundations Partners, LLC
RIASalt Lake City , UT
AUM $111MTEAM 10REPS 8
Farrcrest Capital LLC
RIAAUM $111MTEAM 4REPS 3
Success Wealth Management LLC
RIAWexford, PA
AUM $110MTEAM 15REPS 16
REH Wealth Advisors LLC
RIARaleigh, NC
AUM $110MTEAM 1REPS 1
White Oak Wealth Partners
RIARaleigh, NC
AUM $110MTEAM 2REPS 2
ASK Capital Investment Managers
RIAAmarillo, TX
AUM $110MTEAM 2REPS 2
Palladio Consulting LLC
RIAAUM $110MTEAM 2REPS 2
Mussett Wealth Management, LLC
RIARensselaer, NY
AUM $110MTEAM 2REPS 2
One Oak
RIAAUM $110MTEAM 7REPS 5
Midway Capital Research & Management LLC
RIAChicago, IL
AUM $110MTEAM 2REPS 3
Other AUM ranges
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