RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Zimmermann Alan L
RIAAUM $209MTEAM 1REPS 1
Cannon Beach Financial Advisors
RIASan Ramon, CA
AUM $209MTEAM 2REPS 2
Wharton Wealth Management, LLC
RIAMalvern, PA
AUM $209MTEAM 2REPS 2
Financial Investment Team ("Fit")
RIAPortland, OR
AUM $209MTEAM 5REPS 4
Filigree Wealth Advisors, LLC
RIAIrvine, CA
AUM $209MTEAM 3REPS 3
Creative Investment Group
RIANashville, TN
AUM $209MTEAM 8REPS 8
ELI Circle Capital, LP
RIALos Angeles, CA
AUM $209MTEAM 4REPS 1
Werlinich Asset Management, L.L.C.
RIAAUM $209MTEAM 1REPS 1
Capital Asset Management, LLC
RIADenver, CO
AUM $209MTEAM 5REPS 4
Reservoir Wealth Management
RIALima, OH
AUM $209MTEAM 2REPS 2
Cavu Wealth Management
RIALakeside, CA
AUM $209MTEAM 7REPS 7
Madson Wealth Advisors Inc.
RIASanta Rosa, CA
AUM $209MTEAM 3REPS 3
Sephira Investment Advisors (UK) Limited
RIALondon
AUM $209MTEAM 7REPS 5
Southcol Advisors
RIANaples, FL
AUM $209MTEAM 4REPS 4
Clarity Wealth Development, LLC
RIACorvallis, OR
AUM $209MTEAM 5REPS 5
Golden Bell Financial Planning, LLC
RIAAUM $209MTEAM 1REPS 1
Strategic Wealth Planning
RIARichardson, TX
AUM $209MTEAM 6REPS 2
Voyager Management, LLC
RIALos Angeles, CA
AUM $209MTEAM 3REPS 2
Phoenix Realty Group, LLC
RIANew York, NY
AUM $208MTEAM 17REPS 5
GO Wealth Management
RIAEugene, OR
AUM $208MTEAM 9REPS 9
Financial Life Planners
RIATempe, AZ
AUM $208MTEAM 7REPS 5
SFC Financial LLC
RIASaint Louis, MO
AUM $208MTEAM 4REPS 5
Ucap Americas
RIAMiami, FL
AUM $208MTEAM 14REPS 13
Longview Financial Advisors, Inc.
RIAHuntsville, AL
AUM $208MTEAM 7REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?