RIAs: $100M – $500M AUM
7,657 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wacona Capital, LLC
RIACharlottesville, VA
AUM $194MTEAM 5REPS 2
Townsend Wealth Management
RIAColumbus, GA
AUM $194MTEAM 3REPS 2
Innovative Advisory Group
RIALexington, MA
AUM $194MTEAM 10REPS 8
T.T.G. Financial, Inc.
RIACanton, OH
AUM $194MTEAM 6REPS 4
Capital And Planning, LLC
RIAJonesboro, GA
AUM $194MTEAM 2REPS 3
Integrity Wealth Partners, LLC
RIAWalnut Creek, CA
AUM $194MTEAM 4REPS 2
Tetley Investments, LLC
RIAPark Ridge, IL
AUM $194MTEAM 3REPS 4
Buckley Capital Advisors, LLC
RIAMiami Beach, FL
AUM $194MTEAM 6REPS 3
Emeth Value Capital, LLC
RIANew Orleans, LA
AUM $194MTEAM 1REPS 1
MWS Capital Consultants LLC
RIAChicago, IL
AUM $194MTEAM 3REPS 4
Morgens, Waterfall, Vintiadis & Company, Inc.
RIANew York, NY
AUM $194MTEAM 9REPS 3
D. M. Brenner, Inc.
RIASolana Beach, CA
AUM $194MTEAM 5REPS 4
XPV Management LLC
RIAEl Segundo, CA
AUM $194MTEAM 17REPS 2
One Wealth Investors
RIABoca Raton, FL
AUM $193MTEAM 5REPS 4
Sandia Wealth Management, LLC
RIAAlbuquerque, NM
AUM $193MTEAM 3REPS 1
Pine Haven Investment Counsel, Inc.
RIAAUM $193MTEAM 3REPS 2
Future Financial Wealth Management Group, LLC
RIACincinnati, OH
AUM $193MTEAM 4REPS 2
Kazazian Asset Management, LLC
RIAFort Lauderdale, FL
AUM $193MTEAM 2REPS 1
Stonecreek Private Wealth, LLC
RIAAUM $193MTEAM 1REPS 1
Retirement Plan Fiduciaries, LLC
RIAAUM $193MTEAM 2REPS 2
Kastel Capital Advisors, LLC
RIAWellesley, MA
AUM $193MTEAM 3REPS 3
Balanced Rock Investment Advisors
RIARoslindale, MA
AUM $193MTEAM 5REPS 5
3 Factor Indexing, LLC
RIAAUM $193MTEAM 4REPS 3
January Capital Advisors LLC
RIASan Francisco, CA
AUM $193MTEAM 4REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?