RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Grange Capital, LLC
RIABeaverton, OR
AUM $217MTEAM 6REPS 4
New Horizon Financial Strategies, LLC
RIAIthaca, NY
AUM $217MTEAM 7REPS 3
Costello Financial Planning, Inc.
RIAAUM $217MTEAM 2REPS 2
Polaris Investment Advisors, LLC
RIAFramingham, MA
AUM $217MTEAM 4REPS 2
Thor Financial Technologies
RIAGreensburg, PA
AUM $217MTEAM 5REPS 5
Tucker's Farm
RIAAUM $217MTEAM 12REPS 4
Cutter Financial Group LLC
RIAFalmouth, MA
AUM $217MTEAM 6REPS 4
Paladin Financial
RIAArden Hills, MN
AUM $217MTEAM 7REPS 7
Strategic Retirement Advisors, LLC
RIAElk Grove, CA
AUM $217MTEAM 2REPS 2
Lifetime Wealth Management P.C.
RIARockwall, TX
AUM $217MTEAM 5REPS 5
Ledgewood Wealth Advisors, LLC
RIAExeter, NH
AUM $217MTEAM 2REPS 2
Etre LLC
RIACambridge, MA
AUM $217MTEAM 3REPS 1
The Simmons Partnership, Inc
RIATowson, MD
AUM $217MTEAM 3REPS 2
FFG Retirement Counseling
RIACentennial, CO
AUM $216MTEAM 5REPS 2
Aegis Wealth Management, Inc.
RIAGuthrie Center, IA
AUM $216MTEAM 27REPS 30
Hofer & Associates Wealth Management
RIAThousand Oaks, CA
AUM $216MTEAM 4REPS 2
Fmsa
RIAAUM $216MTEAM 20REPS 21
Delta Advisory Group, Inc.
RIAMaitland, FL
AUM $216MTEAM 8REPS 6
Core Capital Management, LLC
RIAChicago, IL
AUM $216MTEAM 6REPS 3
Brown Capital Management, LLC
RIALittle Rock, AR
AUM $216MTEAM 5REPS 4
Prosperity Advisory Group LLC
RIAVictor, NY
AUM $216MTEAM 5REPS 3
ARK Wealth Management
RIAAustin, TX
AUM $216MTEAM 2REPS 5
SKY Alpha Asset Advisors
RIABoca Raton, FL
AUM $216MTEAM 3REPS 2
ICP Group Investment Manager, LLC
RIADallas, TX
AUM $216MTEAM 6REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?