RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Arlington Wealth Management
RIAArlington Heights, IL
AUM $236MTEAM 5REPS 3
Heritage Financial Counselors, LLC
RIABedminster, NJ
AUM $236MTEAM 5REPS 5
Bamboo Wealth Strategies
RIASan Diego, CA
AUM $236MTEAM 8REPS 5
Crosslayer Capital Management LLC
RIAAUM $236MTEAM 3REPS 1
Crown Oak Advisors
RIAAUM $236MTEAM 2REPS 2
Creo Capital Partners Management LLC
RIAMiami, FL
AUM $236MTEAM 6REPS 2
Nierenberg Investment Management Company, LLC
RIAAUM $235MTEAM 3REPS 2
Birch Capital Management, LLC
RIAAUM $235MTEAM 2REPS 2
Portland Private Wealth Management, Inc.
RIAPortland, OR
AUM $235MTEAM 5REPS 3
Crew Capital Management, Ltd.
RIACincinnati, OH
AUM $235MTEAM 7REPS 7
Hutchinson & Ziegler Financial Advisors, Inc.
RIASan Rafael, CA
AUM $235MTEAM 2REPS 2
Spectrum Financial Resources
RIATroy, MI
AUM $235MTEAM 6REPS 6
Promethium
RIABethesda, MD
AUM $235MTEAM 4REPS 5
Whvp
RIAZurich
AUM $235MTEAM 6REPS 5
Big Sioux Wealth Management
RIAWatertown, SD
AUM $235MTEAM 7REPS 9
Ampersand Capital Group, L.P.
RIABurlingame, CA
AUM $235MTEAM 3REPS 2
Lind Capital Partners
RIAEvanston, IL
AUM $235MTEAM 5REPS 4
MBF Healthcare Management II, LLC
RIACoral Gables, FL
AUM $235MTEAM 11REPS 4
Horizon Wealth Advisors
RIAAUM $235MTEAM 7REPS 7
Kingsman Wealth Management Inc.
RIAPensacola, FL
AUM $235MTEAM 3REPS 2
Northland Capital Management
RIAVirginia, MN
AUM $235MTEAM 6REPS 3
Camelotta Advisors
RIASan Francisco, CA
AUM $235MTEAM 2REPS 1
Altura Wealth Advisors
RIAVirginia Beach, VA
AUM $235MTEAM 6REPS 4
Partnership Wealth Management
RIATowson, MD
AUM $235MTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?