RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Evolution Wealth Management Inc.
RIAFort Myers, FL
AUM $172MTEAM 7REPS 5
Ellerbrock-Norris Wealth Strategies LLC
RIAOmaha, NE
AUM $172MTEAM 2REPS 2
Crawford Financial Planning & Consulting
RIAModesto, CA
AUM $172MTEAM 2REPS 1
Cavu Wealth Advisors, LLC
RIAWalnut Creek, CA
AUM $172MTEAM 3REPS 2
Scottsdale Wealth Planning, Inc.
RIAScottsdale, AZ
AUM $172MTEAM 2REPS 2
Voyage Wealth Management, LLC
RIAAUM $172MTEAM 2REPS 1
Ridgeback Capital Management
RIABellaire, TX
AUM $171MTEAM 3REPS 2
White Hat Capital Partners LP
RIANew York, NY
AUM $171MTEAM 6REPS 3
Prophet Equity Management II LLC
RIASouthlake, TX
AUM $171MTEAM 8REPS 2
Kennon-Green & Co
RIANew Albany, OH
AUM $171MTEAM 4REPS 4
Assabet Advisors, LLC
RIAHolden, MA
AUM $171MTEAM 3REPS 3
Granada Wealth Management, LLC
RIADavidson, NC
AUM $171MTEAM 1REPS 1
Hoover Private Wealth, LLC
RIARoyal Oak, MI
AUM $171MTEAM 6REPS 2
TAM Financial Advisors, LLC
RIAAUM $171MTEAM 1REPS 1
Genesis Financial Group, LLC
RIAParamus, NJ
AUM $171MTEAM 2REPS 1
R.J. Cloud Advisors & Company
RIABixby, OK
AUM $171MTEAM 3REPS 3
Intentional Wealth Strategies
RIAColorado Springs, CO
AUM $171MTEAM 4REPS 3
Littlejohn Financial Services Inc
RIARoseburg, OR
AUM $171MTEAM 8REPS 4
Entruity Wealth, LLC
RIABakersfield, CA
AUM $171MTEAM 4REPS 3
Wilhelm Financial Services, Pllc
RIAAUM $171MTEAM 1REPS 1
Donald W. Nicholson & Associates Ltd
RIAWilmington, DE
AUM $171MTEAM 5REPS 4
Cain Capital Management, LP
RIADallas, TX
AUM $171MTEAM 4REPS 3
Wilsquare Capital LLC
RIASaint Louis, MO
AUM $171MTEAM 10REPS 3
Harbor Ithaka
RIAAventura, FL
AUM $171MTEAM 7REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?