RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hamilton Robinson LLC
RIAStamford, CT
AUM $292MTEAM 10REPS 4
Cornerstone Financial Group,LLC
RIAOmaha, NE
AUM $292MTEAM 7REPS 6
Luken Investment Analytics, LLC
RIABrentwood, TN
AUM $292MTEAM 6REPS 4
Apex Strategic Wealth, LLC
RIAChattanooga, TN
AUM $292MTEAM 8REPS 8
Cassady Wealth & Retirement Planning L.L.C.
RIAHenderson, NV
AUM $292MTEAM 5REPS 5
Daiwa Capital Management Silicon Valley Inc.
RIAPalo Alto, CA
AUM $292MTEAM 3REPS 2
Five Corners Financial Services
RIASouth Easton, MA
AUM $292MTEAM 3REPS 2
Efinancial Alliance, LLC
RIAFranklin, TN
AUM $292MTEAM 5REPS 4
NEU Wealth Group
RIAAUM $292MTEAM 2REPS 1
Long Island Wealth Management, Inc.
RIAMelville, NY
AUM $292MTEAM 1REPS 1
Madden Advisory Services, Inc.
RIAJacksonville, FL
AUM $292MTEAM 5REPS 2
Dudley Capital Management LLC
RIAMiddleburg, VA
AUM $292MTEAM 3REPS 2
Mcnaughton Wealth Management, LLC
RIASan Diego, CA
AUM $292MTEAM 6REPS 3
Hatch Cove Capital, LLC
RIAAUM $292MTEAM 4REPS 3
Sugar Maple Asset Management, LLC
RIASister Bay, WI
AUM $292MTEAM 3REPS 3
The Planning Group
RIANorthfield, IL
AUM $291MTEAM 4REPS 4
Millington Financial Advisors, LLC
RIANaperville, IL
AUM $291MTEAM 11REPS 5
Third Eye Capital Management, LLC
RIAMiami Beach, FL
AUM $291MTEAM 1REPS 1
The Ellerson Group Inc
RIAAnnapolis, MD
AUM $291MTEAM 2REPS 2
Idirect Private Credit Advisors LLC
RIANew York, NY
AUM $291MTEAM 158REPS 4
Epiq Partners, LLC
RIAMinneapolis, MN
AUM $291MTEAM 6REPS 6
Investbev
RIAChicago, IL
AUM $291MTEAM 10REPS 2
Vivid Wealth Management, LLC
RIAWest Des Moines, IA
AUM $291MTEAM 3REPS 3
Flowering Tree Investment Management Pte. Ltd.
RIASingapore
AUM $291MTEAM 10REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?