RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pursue Wealth Partners, LLC
RIAAUM $243MTEAM 3REPS 2
JRE Advisors LLC
RIANew York, NY
AUM $243MTEAM 9REPS 3
Exit Wealth Advisors
RIAAlpharetta, GA
AUM $243MTEAM 7REPS 6
Rinaldi Wealth Management, Inc.
RIABonita Springs, FL
AUM $243MTEAM 3REPS 3
Retirewise Tax And Wealth Advisors, Inc.
RIATopeka, KS
AUM $243MTEAM 10REPS 7
210 Financial
RIAMorton, IL
AUM $243MTEAM 16REPS 8
Zephyr Wealth Management
RIAWestlake Village, CA
AUM $243MTEAM 6REPS 3
Matthias Private Wealth, LLC
RIAWinter Park, FL
AUM $243MTEAM 12REPS 2
Blue Spark Capital Advisors
RIANew York, NY
AUM $243MTEAM 4REPS 2
Plante Moran Real Estate Investment Advisors
RIASouthfield, MI
AUM $243MTEAM 17REPS 9
Blalock Williams, LLC
RIAAlexander City, AL
AUM $243MTEAM 4REPS 4
Chiron Capital Management, LLC
RIATallahassee, FL
AUM $243MTEAM 6REPS 2
Little Harbor Advisors, LLC
RIAMarblehead, MA
AUM $243MTEAM 13REPS 7
Cladis Investment Advisory LLC
RIABillings, MT
AUM $243MTEAM 3REPS 3
Rayburn West Financial Services
RIANashville, TN
AUM $243MTEAM 2REPS 2
Seminole Advisory Services, LLC
RIABelleair Bluffs, FL
AUM $243MTEAM 4REPS 4
Waypoint Wealth Management
RIATimonium, MD
AUM $242MTEAM 1REPS 2
Munn Wealth Management, LLC
RIAMaumee, OH
AUM $242MTEAM 10REPS 7
Bain Capital Public Equity, LP
RIABoston, MA
AUM $242MTEAM 26REPS 6
Anson Analytics
RIATyrone, GA
AUM $242MTEAM 5REPS 3
Position Wealth
RIAThe Woodlands, TX
AUM $242MTEAM 3REPS 3
Mcbroom & Associates, LLC
RIALas Vegas, NV
AUM $242MTEAM 4REPS 3
Excelsior Investors
RIAExcelsior, MN
AUM $242MTEAM 2REPS 1
NRG Wealth Management
RIAOro Valley, AZ
AUM $242MTEAM 5REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?