RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wilkins Miller Wealth Management, LLC
RIAMobile, AL
AUM $257MTEAM 3REPS 8
Bias Investors
RIAHamilton
AUM $257MTEAM 6REPS 6
IKE Capital, LLC
RIAAUM $257MTEAM 3REPS 2
Clarity Asset Management, Inc.
RIAAmes, IA
AUM $257MTEAM 5REPS 5
103 Advisory Group
RIAChicago, IL
AUM $257MTEAM 3REPS 2
Dogwood Wealth Management, LLC
RIALenexa, KS
AUM $257MTEAM 6REPS 4
Center For Asset Management, LLC
RIAPalm Beach Gardens, FL
AUM $257MTEAM 6REPS 2
Tingey Financial Group Inc.
RIAAUM $257MTEAM 7REPS 3
New Millennium Group
RIASandy, UT
AUM $257MTEAM 18REPS 13
Texas Family Wealth, LLC
RIAFriendswood, TX
AUM $257MTEAM 7REPS 4
Independent Access Partners, LLC
RIAHunt Valley, MD
AUM $257MTEAM 5REPS 4
Red Spruce Capital, LLC
RIABerwyn, PA
AUM $257MTEAM 4REPS 4
Financial Advisory Services, LLC
RIAHanover, PA
AUM $257MTEAM 2REPS 2
RD Lewis Wealth Management
RIAMaitland, FL
AUM $257MTEAM 8REPS 4
Stone Pine Financial Partners
RIAMedia, PA
AUM $257MTEAM 5REPS 4
Frontaura Capital LLC
RIAChicago, IL
AUM $257MTEAM 4REPS 3
Wisconsin Capital Management, LLC
RIAMadison, WI
AUM $257MTEAM 5REPS 3
Prospect Hill Management, LLC
RIAAUM $257MTEAM 2REPS 2
CMG Capital Management Group, Inc.
RIAMalvern, PA
AUM $257MTEAM 10REPS 4
6th Street Advisors, LLC
RIADaphne, AL
AUM $257MTEAM 2REPS 3
Vienna Asset Management LLC
RIASaratoga, CA
AUM $257MTEAM 4REPS 1
Delarme Wealth Management, Inc.
RIAPalos Verdes Estates, CA
AUM $257MTEAM 3REPS 4
Avicene
RIANew York, NY
AUM $256MTEAM 5REPS 5
Estate & Trust Advisors
RIARiverwoods, IL
AUM $256MTEAM 6REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?