RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Game Plan Financial Advisors, LLC
RIAWestlake, OH
AUM $255MTEAM 5REPS 2
CAP Partners, LLC
RIAFranklin, TN
AUM $255MTEAM 12REPS 7
Hartmann Taylor Wealth Management, LLC
RIADallas, TX
AUM $255MTEAM 5REPS 1
Wasatch Investment Fund Manager, LLC
RIALogan, UT
AUM $255MTEAM 5REPS 2
Glenorchy Capital Limited
RIAAUM $254MTEAM 5REPS 2
Blacktower Financial Management (US) LLC
RIAOrlando, FL
AUM $254MTEAM 29REPS 29
O'Brien Investment Management, LLC
RIATorrance, CA
AUM $254MTEAM 3REPS 2
Westpark Wealth Advisors, Inc.
RIAHouston, TX
AUM $254MTEAM 25REPS 26
Madrone Investment Advisory, LLC
RIASan Rafael, CA
AUM $254MTEAM 1REPS 1
3spoke Management, LLC
RIAIrvine, CA
AUM $254MTEAM 6REPS 3
Mendota Financial Group, LLC
RIAMadison, WI
AUM $254MTEAM 5REPS 5
Family Fiduciary Services, Inc.
RIABeverly, MA
AUM $254MTEAM 5REPS 6
Riverwest Investment Management, LLC
RIANew York, NY
AUM $254MTEAM 3REPS 2
Integrated Wealth Management, Inc.
RIAUniontown, OH
AUM $254MTEAM 9REPS 7
Venor Capital Management LP
RIANew York, NY
AUM $254MTEAM 4REPS 3
Westco Advisory Services, Inc.
RIALynbrook, NY
AUM $254MTEAM 6REPS 6
Canty Wealth Management
RIABallston Spa, NY
AUM $254MTEAM 5REPS 3
Defined Wealth Management, LLC
RIABeaverton, OR
AUM $254MTEAM 4REPS 4
Addis & Hill, Incorporated
RIAWayne, PA
AUM $254MTEAM 6REPS 4
Connecticut Capital Management Group, LLC
RIAMilford, CT
AUM $254MTEAM 5REPS 4
Green Alpha Investments
RIANiwot, CO
AUM $254MTEAM 4REPS 4
Shenandoah Energy Management, LLC
RIAHighlands Ranch, CO
AUM $254MTEAM 12REPS 3
Indiano Capital Management
RIARochester, NY
AUM $254MTEAM 2REPS 2
Kalinowsky Asset Management
RIAAUM $254MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?