RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Management, Inc.
RIALittle Rock, AR
AUM $224MTEAM 6REPS 9
Iadvise Partners
RIANew York, NY
AUM $224MTEAM 3REPS 3
Sun Group Wealth Partners LLC
RIAIrvine, CA
AUM $224MTEAM 7REPS 3
Arrowmark Asset Management, LLC
RIADenver, CO
AUM $224MTEAM 5REPS 2
Orca Wealth Management, LLC
RIANew Port Richey, FL
AUM $224MTEAM 3REPS 1
Lionstone Investments
RIABoston, MA
AUM $224MTEAM 3REPS 3
Meritis Wealth Management, Inc.
RIAPotomac, MD
AUM $224MTEAM 3REPS 3
Aligne Wealth Advisors Investment Management (Awaim)
RIALos Angeles, CA
AUM $224MTEAM 5REPS 4
Mcalvany Wealth Management, LLC
RIADurango, CO
AUM $224MTEAM 5REPS 2
Bucket List Wealth Management, LLC
RIAThe Villages, FL
AUM $224MTEAM 2REPS 2
Mcalister, Sweet & Associates, Inc.
RIAHouston, TX
AUM $224MTEAM 4REPS 3
Thornburg Bow River Advisers, LLC
RIADenver, CO
AUM $224MTEAM 29REPS 11
Alder Financial Group Inc
RIAAtlanta, GA
AUM $224MTEAM 3REPS 2
Bright Angel Advisors LLC
RIASaint Paul, MN
AUM $224MTEAM 4REPS 2
Mainstream Capital Management
RIALos Angeles, CA
AUM $224MTEAM 4REPS 2
Creighton Capital Management LLC
RIAAUM $224MTEAM 8REPS 2
Kokua Capital Management
RIAAUM $224MTEAM 2REPS 2
Wealth Teams Alliance
RIAIrvine, CA
AUM $224MTEAM 27REPS 13
JHP Wealth Management, LLC
RIACentennial, CO
AUM $224MTEAM 1REPS 1
Easley Investment Consultants, Inc.
RIARidgeland, MS
AUM $224MTEAM 3REPS 2
Pacific Peak Advisors, LLC
RIAKetchum, ID
AUM $224MTEAM 2REPS 2
Gevers Wealth Management
RIAIssaquah, WA
AUM $224MTEAM 5REPS 3
BD Investment Partners, LLC
RIARaleigh, NC
AUM $224MTEAM 9REPS 2
Sterling Wealth Advisors, Inc.
RIAPlantation, FL
AUM $224MTEAM 7REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?