RIAs: $100M – $500M AUM
7,815 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hendershott Wealth Management, LLC
RIAFishers, IN
AUM $306MTEAM 9REPS 6
Finer Wealth Management, Inc.
RIASalem, MA
AUM $306MTEAM 7REPS 4
Mountaineer Partners Management, LLC
RIANew York, NY
AUM $306MTEAM 4REPS 2
Sound Capital Solutions LLC
RIAAUM $306MTEAM 5REPS 3
Winans Investments
RIALas Vegas, NV
AUM $306MTEAM 4REPS 6
Varra Financial
RIALouisville, CO
AUM $306MTEAM 8REPS 6
Joel Adams and Associates Inc.
RIAAsheville, NC
AUM $306MTEAM 3REPS 3
Leap Wealth Management
RIADallas, TX
AUM $306MTEAM 5REPS 3
Adalta Capital Management LLC
RIANew York, NY
AUM $306MTEAM 3REPS 4
MWA Asset Management
RIADanvers, MA
AUM $306MTEAM 2REPS 2
Victoria Capital Management, Inc.
RIACharleston, SC
AUM $306MTEAM 3REPS 3
Keeler Thomas Management LLC
RIAOrem, UT
AUM $306MTEAM 12REPS 6
Rockwall Wealth Management
RIARockwall, TX
AUM $305MTEAM 4REPS 3
Stableford Capital LLC
RIAScottsdale, AZ
AUM $305MTEAM 4REPS 5
Nextbio Capital Management LP
RIAAustin, TX
AUM $305MTEAM 6REPS 3
Clarus Wealth Advisors, LLC
RIAPeoria, AZ
AUM $305MTEAM 13REPS 12
Retirement Capital Strategies, Inc.
RIASan Jose, CA
AUM $305MTEAM 6REPS 4
Kachkovsky & Fisher, Inc.
RIASan Diego, CA
AUM $305MTEAM 6REPS 3
Paradigm Funds Advisor LLC
RIAAlbany, NY
AUM $305MTEAM 12REPS 6
Old Slip Registered Investment Advisors, LLC
RIANew York, NY
AUM $305MTEAM 3REPS 2
Integrity Wealth LLC
RIAEugene, OR
AUM $305MTEAM 6REPS 6
Temerity Strategic Partners
RIAChicago, IL
AUM $305MTEAM 10REPS 4
YON Drake & Associates Inc
RIAColumbia, SC
AUM $305MTEAM 2REPS 2
EMC Capital Advisors, LLC
RIABannockburn, IL
AUM $305MTEAM 5REPS 5
Other AUM ranges
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