Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 74
Grouped by reported regulatory assets under management in each firm's displayed source month. Missing or quarantined AUM is excluded; exact zero is included. These groups do not rank performance or quality.
9,914 firms · Source months shown: July 2026 and August 2026
- REGENT PEAK WEALTH ADVISORS, LLCCRD 298259 · ATLANTA, GA$785,861,395.00Regulatory AUM · August 2026
- REGENTS PARK FUNDS, LLCCRD 284684 · IRVINE, CA$432,967,118.00Regulatory AUM · July 2026
- REGENTS PARTNERS, LLCCRD 322915$201,163,479.00Regulatory AUM · August 2026
- REGIMEN WEALTH, LLCCRD 309672 · ATLANTA, GA$365,160,462.00Regulatory AUM · August 2026
- REGIS METRO ASSOCIATES, INC.CRD 160859 · SAN FRANCISCO, CA$617,810,275.00Regulatory AUM · August 2026
- REGISTER FINANCIAL ADVISORS, LLCCRD 143884 · ATLANTA, GA$488,454,320.00Regulatory AUM · August 2026
- REH WEALTH ADVISORS LLCCRD 153826 · RALEIGH, NC$110,469,354.00Regulatory AUM · August 2026
- REI WEALTH MANAGEMENT LLCCRD 172220$196,823,666.00Regulatory AUM · August 2026
- REICHARD CAPITAL, LLCCRD 305695 · CHARLOTTE, NC$341,048,577.00Regulatory AUM · August 2026
- REICON WEALTH ADVISORS, LLCCRD 315043 · ATLANTA, GA$220,065,095.00Regulatory AUM · August 2026
- REIFY WEALTH ADVISORS, INC.CRD 121978 · INDIANAPOLIS, IN$524,414,189.00Regulatory AUM · August 2026
- REIK & CO., LLCCRD 142414$322,145,449.00Regulatory AUM · August 2026
- REINOVA CAPITAL ADVISORS LLCCRD 340095 · GREENWICH, CT$175,000,000.00Regulatory AUM · August 2026
- REITZ CAPITAL ADVISORS LLCCRD 167088 · FREELAND, MI$103,411,751.00Regulatory AUM · August 2026
- RELATION WEALTH MANAGEMENT, INC.CRD 329961 · TULSA, OK$541,213,086.00Regulatory AUM · August 2026
- RELATIVE SENTIMENT TECHNOLOGIES, LLCCRD 318050$105,360,000.00Regulatory AUM · August 2026
- RELEVANT WEALTH ADVISORS, LLCCRD 1489 · MILL VALLEY, CA$799,000,000.00Regulatory AUM · August 2026
- RELEVE FINANCIAL GROUP, LLCCRD 285243 · SCOTTSDALE, AZ$255,563,347.00Regulatory AUM · August 2026
- RELIANT INVESTMENT PARTNERS, LLCCRD 297369 · PINEHURST, NC$268,274,719.00Regulatory AUM · August 2026
- RELIANT WEALTH PLANNING, LLCCRD 286230 · LOUISVILLE, KY$595,209,756.00Regulatory AUM · August 2026
- REMEDIUM CAPITAL PARTNERS, LLCCRD 340302 · WEST PALM BEACH, FL$319,000,000.00Regulatory AUM · August 2026
- REMORA CAPITAL MANAGEMENT, LLCCRD 316160 · NASHVILLE, TN$268,553,342.00Regulatory AUM · August 2026
- REMPART ASSET MANAGEMENT INC.CRD 154209$705,183,288.00Regulatory AUM · August 2026
- REMY INVESTORS & CONSULTANTS, LLCCRD 326958 · LOS ANGELES, CA$887,580,225.00Regulatory AUM · August 2026
- RENAISSANCE CAPITAL LLCCRD 109945 · STAMFORD, CT$144,300,000.00Regulatory AUM · August 2026
- RENAISSANCE HOLDINGS, LLCCRD 175254 · RIDGELAND, MS$147,482,035.00Regulatory AUM · August 2026
- RENAISSANCE INVESTMENT GROUP, LLCCRD 153679 · LENOX, MA$726,084,772.00Regulatory AUM · August 2026
- RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.CRD 162268 · ANN ARBOR, MI$292,688,976.00Regulatory AUM · August 2026
- RENAISSANCE WEALTH ADVISORS, LLCCRD 300007 · NEWTON, MA$109,897,240.00Regulatory AUM · August 2026
- RENAUD & COMPANY, LLCCRD 115337 · O'FALLON, MO$210,711,241.00Regulatory AUM · August 2026
- RENCH WEALTH MANAGEMENT, INC.CRD 159983 · DENTON, TX$495,858,047.00Regulatory AUM · August 2026
- REPUBLIC CAPITAL ADVISER LLCCRD 316437 · NEW YORK, NY$430,942,874.00Regulatory AUM · August 2026
- RESERVOIR OPERATIONS, L.P.CRD 156800 · NEW YORK, NY$364,762,933.00Regulatory AUM · August 2026
- RESERVOIR RETIREMENT MANAGEMENT, LLCCRD 293131 · LIMA, OH$208,773,942.00Regulatory AUM · August 2026
- RESHAPE, LLCCRD 330582 · BOCA RATON, FL$232,231,669.00Regulatory AUM · August 2026
- RESILIENCE MANAGEMENT, LLCCRD 157006 · CLEVELAND, OH$546,293,000.00Regulatory AUM · August 2026
- RESILIENT CAPITAL MANAGEMENT, LLCCRD 318997 · DALLAS, TX$326,129,985.00Regulatory AUM · August 2026
- RESNICK WEALTH ALLIANCE, LLCCRD 316188 · PALM BEACH GARDENS, FL$121,055,017.00Regulatory AUM · August 2026
- RESOLUTE CAPITAL ASSET PARTNERS LLCCRD 298866 · DENVER, CO$380,879,963.00Regulatory AUM · August 2026
- RESOLUTE CAPITAL, LLCCRD 304558 · GREENVILLE, SC$300,812,330.00Regulatory AUM · August 2026
- RESOLUTE GLOBAL PARTNERS, LTD.CRD 160743$325,402,038.00Regulatory AUM · August 2026
- RESOLUTE WEALTH ADVISOR, INC.CRD 290349 · FINDLAY, OH$293,754,297.00Regulatory AUM · August 2026
- RESOLUTE WEALTH STRATEGIES, LLCCRD 318599 · JACKSON, MS$387,579,769.00Regulatory AUM · August 2026
- RESOURCE FINANCIAL GROUP, LTD.CRD 119833 · WILMETTE, IL$637,406,967.00Regulatory AUM · July 2026
- RESTON WEALTH MANAGEMENT, LLC.CRD 148816 · RESTON, VA$589,943,000.00Regulatory AUM · August 2026
- RESURGENT FINANCIAL ADVISORS LLCCRD 299575 · ATLANTA, GA$354,694,925.00Regulatory AUM · August 2026
- RETIRABLE INC.CRD 307472 · NEW YORK, NY$300,968,274.00Regulatory AUM · August 2026
- RETIRE READY WEALTH MANAGEMENT, LLCCRD 316942 · RADNOR, PA$100,099,000.00Regulatory AUM · August 2026
- RETIREFUL LLCCRD 313126$227,558,670.00Regulatory AUM · August 2026
- RETIREMENT ADVISORS, INC.CRD 122122 · MOBILE, AL$159,576,775.00Regulatory AUM · August 2026
- RETIREMENT ADVISORS, LLCCRD 147701 · DALLAS, TX$186,410,830.00Regulatory AUM · August 2026
- RETIREMENT CAPITAL STRATEGIES, INC.CRD 139009 · SAN JOSE, CA$305,157,069.00Regulatory AUM · August 2026
- RETIREMENT CONSULTING GROUP, INC.CRD 311184 · LAKE OSWEGO, OR$456,974,867.00Regulatory AUM · August 2026
- RETIREMENT FINANCIAL GROUP, LLCCRD 322692 · BEAUMONT, TX$185,903,066.00Regulatory AUM · August 2026
- RETIREMENT FINANCIAL SOLUTIONS, LLCCRD 285347 · KNOXVILLE, TN$361,659,979.00Regulatory AUM · August 2026
- RETIREMENT FUND MANAGEMENT, LLCCRD 126573 · ATLANTA, GA$769,733,741.00Regulatory AUM · August 2026
- RETIREMENT INCOME STRATEGIES, LLCCRD 318052 · EVANSVILLE, WI$159,021,823.00Regulatory AUM · August 2026
- RETIREMENT PLAN FIDUCIARIES, LLCCRD 161137$193,307,067.00Regulatory AUM · August 2026
- RETIREMENT PLANNING GROUP, LLCCRD 310647 · MALTA, NY$375,390,000.00Regulatory AUM · August 2026
- RETIREMENT PLANOLOGY, INC.CRD 171302 · ALEXANDRIA, VA$265,936,155.00Regulatory AUM · August 2026
- RETIREMENT PLANS, INC.CRD 286214 · WESTERVILLE, OH$224,910,818.00Regulatory AUM · August 2026
- RETIREMENT PORTFOLIOS, LLCCRD 330289 · LAWRENCE, KS$290,000,000.00Regulatory AUM · August 2026
- RETIREMENT RESOURCES, LLCCRD 151889 · AUBURN HILLS, MI$166,148,900.00Regulatory AUM · August 2026
- RETIREMENT SOLUTIONS GROUP, INC.CRD 289069 · FRANKLIN, TN$159,620,234.00Regulatory AUM · August 2026
- RETIREMENT STRATEGIES, LTD.CRD 163701 · DUBLIN, OH$272,729,463.00Regulatory AUM · August 2026
- RETIREMENT WEALTH SOLUTIONS LLCCRD 317253 · MARSHFIELD, WI$226,991,000.00Regulatory AUM · August 2026
- RETIREMENT WELLNESS GROUP LLCCRD 297255 · PASADENA, CA$526,582,694.00Regulatory AUM · August 2026
- RETIREMENTADVICE | JKACRD 153803 · ANAHEIM, CA$267,334,728.00Regulatory AUM · August 2026
- RETIREMITTEN FINANCIAL LLCCRD 300779 · MILFORD, MI$213,801,111.00Regulatory AUM · August 2026
- RETIRERIGHT, LLCCRD 300925 · WEST DES MOINES, IA$561,129,249.00Regulatory AUM · August 2026
- RETIREWISE TAX AND WEALTH ADVISORS, INC.CRD 284394 · TOPEKA, KS$242,850,000.00Regulatory AUM · August 2026
- REUTEMANN FINANCIAL SOLUTIONS, INC.CRD 153247 · ROCKVILLE, MD$251,638,819.00Regulatory AUM · August 2026
- REVALUE LLCCRD 165499 · GRAND RAPIDS, MI$128,524,901.00Regulatory AUM · August 2026
- REVEL WEALTH MANAGEMENT, LLCCRD 340306 · ELMWOOD PARK, NJ$258,895,984.00Regulatory AUM · August 2026
- REVERE ASSET MANAGEMENT, INC.CRD 152881 · ALLEN, TX$407,915,528.00Regulatory AUM · August 2026
- REVERE CAPITAL MANAGEMENT LPCRD 306662 · DALLAS, TX$138,693,800.00Regulatory AUM · August 2026
- REVERE FINANCIAL, LLCCRD 155286 · NORTHFIELD, IL$127,051,519.00Regulatory AUM · August 2026
- REVIEW SERVICES INCCRD 110277 · BROOKFIELD, WI$227,354,914.00Regulatory AUM · August 2026
- REVITATE FUND ADVISOR LLCCRD 326939 · NEWPORT BEACH, CA$398,604,381.00Regulatory AUM · August 2026
- REVIVAL HEALTHCARE CAPITAL LLCCRD 315069 · AUSTIN, TX$964,304,660.00Regulatory AUM · August 2026
- REVO FINANCIAL, LLCCRD 172646 · BARTLESVILLE, OK$135,435,068.00Regulatory AUM · August 2026
- REVOLUTION CAPITAL, LLCCRD 300496 · OMAHA, NE$241,915,426.00Regulatory AUM · August 2026
- REVOLUTION PARTNERS, LLCCRD 170310$115,101,000.00Regulatory AUM · August 2026
- REXFORD CAPITAL INC.CRD 128227$150,915,897.00Regulatory AUM · August 2026
- REYES FINANCIAL ARCHITECTURE INC.CRD 153194 · SAN DIEGO, CA$196,182,788.00Regulatory AUM · August 2026
- REYL OVERSEAS LTD.CRD 152526$461,638,901.00Regulatory AUM · August 2026
- REYNOLDS CHANNEL MANAGEMENT, L.P.CRD 296292 · NEW YORK, NY$233,172,939.00Regulatory AUM · August 2026
- REZNY WEALTH MANAGEMENT, INC.CRD 109638 · FORT MYERS, FL$576,000,000.00Regulatory AUM · August 2026
- RF&L WEALTH MANAGEMENT, LLCCRD 140210 · ACTON, MA$381,085,305.00Regulatory AUM · August 2026
- RFE MANAGEMENT CORPORATIONCRD 160360 · WESTPORT, CT$913,305,568.00Regulatory AUM · August 2026
- RFG - BRISTOL WEALTH ADVISORS, LLCCRD 330145 · TAUNTON, MA$985,583,020.00Regulatory AUM · August 2026
- RFG HOLDINGS INC.CRD 173862 · ARGYLE, TX$476,667,101.00Regulatory AUM · August 2026
- RFM FINANCIAL SOLUTIONS, LLCCRD 124468 · MT. PLEASANT, MI$260,133,683.00Regulatory AUM · August 2026
- RFP FINANCIAL GROUP, LLCCRD 293206 · ATLANTA, GA$191,956,396.00Regulatory AUM · August 2026
- RG FINANCIAL, LLCCRD 311162 · CARLSBAD, CA$158,090,464.00Regulatory AUM · August 2026
- RGA INVESTMENT ADVISORS, LLCCRD 149171 · GREAT NECK, NY$101,088,230.00Regulatory AUM · August 2026
- RHEECO, INC.CRD 301106 · NATICK, MA$119,224,000.00Regulatory AUM · August 2026
- RHINO INVESTMENT PARTNERS, INC.CRD 283692 · WEST CONSHOHOCKEN, PA$566,161,000.00Regulatory AUM · August 2026
- RHL GROUP, LLCCRD 330716 · HOLLY, MI$155,145,000.00Regulatory AUM · August 2026
- RHO ACCELERATION, LLCCRD 313160 · NEW YORK, NY$144,885,819.00Regulatory AUM · August 2026