RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Baum Capital Partners Management, LLC
RIAKansas City, MO
AUM $247MTEAM 10REPS 3
Intervest Ltd
RIAChevy Chase, MD
AUM $247MTEAM 5REPS 3
Northern Edge Wealth Management
RIAMarquette, MI
AUM $247MTEAM 6REPS 5
Eudaimonia Asset Management, LLC
RIAWinchester, TN
AUM $247MTEAM 4REPS 3
Tenet Wealth Partners, LLC
RIAChampaign, IL
AUM $247MTEAM 4REPS 4
Impact Engine
RIAChicago, IL
AUM $247MTEAM 9REPS 6
Lighthouse Wealth Management, LLC
RIACamp Hill, PA
AUM $247MTEAM 2REPS 2
Value Investment Professionals, LLC
RIANew York, NY
AUM $247MTEAM 4REPS 4
Julex Capital Management
RIANatick, MA
AUM $247MTEAM 3REPS 4
Strive Financial Group, LLC
RIACarmel, IN
AUM $247MTEAM 12REPS 11
Stronghold Resource Partners
RIADallas, TX
AUM $247MTEAM 45REPS 4
17 Capital Partners, LLC
RIAPhoenix, AZ
AUM $246MTEAM 7REPS 3
Vantage Consulting Group Inc
RIAVirginia Beach, VA
AUM $246MTEAM 10REPS 9
Taconic Advisors
RIASaugerties, NY
AUM $246MTEAM 5REPS 3
Nexxus Holdings Advisors LLC
RIASanta Barbara, CA
AUM $246MTEAM 7REPS 2
Mckinney Capital Management
RIAHouston, TX
AUM $246MTEAM 7REPS 4
Nefpg
RIABurlington, MA
AUM $246MTEAM 6REPS 3
The Professional Financial Company LLC
RIAOrem, UT
AUM $246MTEAM 7REPS 3
Asempa Wealth Advisors
RIABaton Rouge, LA
AUM $246MTEAM 4REPS 3
DES Moines Investments, LLC
RIADes Moines, IA
AUM $246MTEAM 4REPS 4
Retirement Planning Services
RIAKnoxville, TN
AUM $246MTEAM 6REPS 2
Sierra Pacific Private Wealth, LLC
RIAPleasanton, CA
AUM $246MTEAM 7REPS 3
3b Capital Management, LP
RIADallas, TX
AUM $246MTEAM 3REPS 2
Pinnacle West Asset Management Inc
RIACasper, WY
AUM $246MTEAM 3REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?