RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Stillwater Capital Management
RIACarmelbythesea, CA
AUM $102MTEAM 3REPS 3
Dynamic Wealth Solutions LLC
RIASouthfield, MI
AUM $102MTEAM 3REPS 3
Rocky Hill Advisors Inc.
RIAPeabody, MA
AUM $102MTEAM 2REPS 2
Needham Advisory Corporation
RIANorth Andover, MA
AUM $102MTEAM 5REPS 1
Custom Wealth Planners
RIAAnkeny, IA
AUM $102MTEAM 3REPS 3
Republic Square
RIAAustin, TX
AUM $102MTEAM 9REPS 3
Capstone Wealth Advisors, LLC
RIASalem, OR
AUM $102MTEAM 3REPS 2
Domestique Capital LLC
RIAAUM $102MTEAM 2REPS 2
Anchor Financial Group
RIABrea, CA
AUM $102MTEAM 2REPS 2
Meridian Wealth Management, Inc
RIAAUM $102MTEAM 1REPS 1
Phillips Wealth Management LLC
RIAPickerington, OH
AUM $102MTEAM 3REPS 3
Servant Capital Advisors
RIAFishers, IN
AUM $102MTEAM 1REPS 1
Omega Wealth Private Capital LLC
RIACincinnati, OH
AUM $102MTEAM 10REPS 5
Fleischer & Johnson Wealth Management, Inc.
RIABismarck, ND
AUM $102MTEAM 1REPS 1
Blue Heron Capital
RIACentennial, CO
AUM $102MTEAM 8REPS 5
Sanctuary Financial Planning, LLC
RIAAUM $102MTEAM 3REPS 3
TKG Wealth Advisers LLC
RIACranford, NJ
AUM $102MTEAM 5REPS 5
Avina Financial Group, Inc.
RIABellflower, CA
AUM $102MTEAM 4REPS 2
Mile High Investments, LLC
RIAAUM $102MTEAM 1REPS 1
Craftwork Capital LLC
RIAAlexandria, VA
AUM $102MTEAM 3REPS 4
A Sling & A Stone, Incorporated
RIABurnet, TX
AUM $102MTEAM 4REPS 2
Amadeus Wealth Alternatives, Inc.
RIAHackensack, NJ
AUM $102MTEAM 1REPS 1
Betterman Digital Wealth, Inc.
RIAAUM $102MTEAM 1REPS 1
Hunt Capital Management, LLC
RIANew York, NY
AUM $102MTEAM 22REPS 9
Other AUM ranges
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