RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SMB Financial Services, Inc.
RIAPortland, OR
AUM $178MTEAM 5REPS 5
Rochester Wealth Strategies, LLC
RIARochester, MI
AUM $178MTEAM 5REPS 4
Gasber Financial Advisors, Inc
RIAFolsom, CA
AUM $178MTEAM 4REPS 2
Conway Financial Group, LLC
RIAChesterfield, MO
AUM $178MTEAM 3REPS 2
Muntz Financial, LLC
RIADoylestown, PA
AUM $178MTEAM 3REPS 5
TDC Capital Advisors, Inc.
RIACollege Station, TX
AUM $178MTEAM 4REPS 5
Crossgrain Family Investments, LLC
RIAAUM $178MTEAM 2REPS 2
M Wealth Management, LLC
RIASan Diego, CA
AUM $178MTEAM 3REPS 3
Farris Capital Management Inc.
RIACarrollton, TX
AUM $178MTEAM 3REPS 3
Hoff Private Wealth
RIAWausau, WI
AUM $177MTEAM 3REPS 3
Hollingsworth Avent Averre & Purvis, Pa
RIARaleigh, NC
AUM $177MTEAM 3REPS 5
Silverpeak Wealth Advisors
RIABoulder, CO
AUM $177MTEAM 3REPS 2
Naviant Partners, LLC
RIAFairhope, AL
AUM $177MTEAM 11REPS 5
Periope, Lc
RIASt George, UT
AUM $177MTEAM 3REPS 3
Oak Financial Group Inc
RIAAUM $177MTEAM 4REPS 4
Newcorp Wealth Management
RIAAlpharetta, GA
AUM $177MTEAM 3REPS 2
Peterson Rogers Private Wealth, LLC
RIASalt Lake City , UT
AUM $177MTEAM 4REPS 3
Marathon Mission, Inc.
RIALatham, NY
AUM $177MTEAM 3REPS 3
Familywealth Asset Management
RIALake Mary, FL
AUM $177MTEAM 4REPS 5
Hull Tactical
RIAChicago, IL
AUM $177MTEAM 11REPS 3
Prosperitea Planning
RIAGreenfield, MA
AUM $177MTEAM 4REPS 4
Stillwater Private Wealth
RIAAUM $177MTEAM 4REPS 4
Torrey Wealth, LLC
RIASan Diego, CA
AUM $177MTEAM 1REPS 2
Bradyco Financial
RIAAUM $177MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?