RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Catalyst Financial Nw Corporation
RIAGresham, OR
AUM $233MTEAM 4REPS 2
Figure 8 Investment Strategies LLC
RIABoise, ID
AUM $233MTEAM 7REPS 6
Windmark Investment Partners, Inc.
RIAWilmington, DE
AUM $233MTEAM 14REPS 7
Walker Financial Advisors Inc
RIAMission Viejo, CA
AUM $233MTEAM 4REPS 3
Reynolds Channel Management, L.P.
RIANew York, NY
AUM $233MTEAM 4REPS 1
Aspirean Wealth, LLC
RIAMill Valley, CA
AUM $233MTEAM 6REPS 6
Ironwood Wealth Management, Inc.
RIAHurricane, WV
AUM $233MTEAM 3REPS 3
Holos Integrated Wealth
RIAKennett Square, PA
AUM $233MTEAM 5REPS 3
Lscp Advisors, LLC
RIAAustin, TX
AUM $233MTEAM 16REPS 3
WE Alliance Wealth Advisors, Inc.
RIARoseville, CA
AUM $233MTEAM 8REPS 4
Anchor Wealth Management Group LLC
RIAWest Palm Beach, FL
AUM $233MTEAM 1REPS 2
D C Voss & Company, LLC
RIAAUM $233MTEAM 1REPS 1
Sundvold Financial
RIAColumbia, MO
AUM $233MTEAM 5REPS 6
Summit Financial Advisors, Inc.
RIAMiddletown, OH
AUM $233MTEAM 4REPS 5
Lizard Investors LLC
RIAChicago, IL
AUM $233MTEAM 2REPS 4
High River Resources Management LLC
RIADallas, TX
AUM $233MTEAM 10REPS 3
Oberon Asset Management, LLC
RIANew York, NY
AUM $233MTEAM 4REPS 1
Klein Pavlis & Peasley Financial, Inc.
RIAIrvine, CA
AUM $233MTEAM 5REPS 4
Taylor Frigon Capital Management LLC
RIAScottsdale, AZ
AUM $233MTEAM 11REPS 7
Direct Financial Care
RIAAUM $233MTEAM 2REPS 2
Foundry Financial LLC
RIAPasadena, CA
AUM $233MTEAM 10REPS 7
New Capital Partners
RIABirmingham, AL
AUM $233MTEAM 8REPS 3
Mount Vernon Associates Inc
RIABaltimore, MD
AUM $233MTEAM 3REPS 2
Integrated Capital Management, Inc.
RIAJessup, PA
AUM $232MTEAM 7REPS 6
Other AUM ranges
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