RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Snyder Wealth Group
RIAMedford, NY
AUM $382MTEAM 10REPS 7
Blue Rock Financial Group
RIARehoboth Beach, DE
AUM $382MTEAM 10REPS 5
WWM Financial
RIACarlsbad, CA
AUM $382MTEAM 8REPS 5
Pecaut Wealth Management
RIASioux City, IA
AUM $382MTEAM 6REPS 3
Harbour Investment Management L.L.C.
RIAEdmonds, WA
AUM $382MTEAM 6REPS 5
Unique Wealth Strategies
RIABurr Ridge, IL
AUM $382MTEAM 10REPS 5
Sculati Wealth Management, LLC
RIABloomfield Hills, MI
AUM $381MTEAM 4REPS 4
Landing Point Financial Group
RIAAvon, OH
AUM $381MTEAM 28REPS 8
Rf&L Wealth Management, LLC
RIAActon, MA
AUM $381MTEAM 3REPS 3
Rubey & Rust Capital Management, LLC
RIAAUM $381MTEAM 3REPS 2
IMS Capital Management LLC
RIAClackamas, OR
AUM $381MTEAM 9REPS 9
Myriad Asset Management Advisors LLC
RIAWest Palm Beach, FL
AUM $381MTEAM 5REPS 3
Resolute Capital Asset Partners LLC
RIADenver, CO
AUM $381MTEAM 8REPS 2
Wealth Benefit Advisors, LLC
RIAHouston, TX
AUM $381MTEAM 5REPS 3
Buttonwood Capital Management (Bcm)
RIAScottsdale, AZ
AUM $381MTEAM 6REPS 3
Philosmith Capital Corporation
RIAStamford, CT
AUM $380MTEAM 9REPS 5
Scala Capital LLC
RIAMiami, FL
AUM $380MTEAM 12REPS 5
Goepper Burkhardt LLC
RIAGreenville, SC
AUM $380MTEAM 5REPS 3
Suncap Management
RIANew Orleans, LA
AUM $380MTEAM 4REPS 2
Fortiter Wealth Management, LLC
RIAHouston, TX
AUM $380MTEAM 4REPS 3
Burkholder Wealth Management
RIATulsa, OK
AUM $380MTEAM 8REPS 7
Optima Capital LLC
RIAPortland, OR
AUM $380MTEAM 7REPS 6
Exchange Place Advisors, LLC
RIASudbury, MA
AUM $380MTEAM 3REPS 3
Ironbridge Private Wealth, LLC
RIAAustin, TX
AUM $380MTEAM 6REPS 6
Other AUM ranges
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