RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Covey Capital Advisors, LLC
RIAAtlanta, GA
AUM $156MTEAM 1REPS 1
Eltura Capital Management, LLC
RIANew York, NY
AUM $156MTEAM 6REPS 3
401k Generation
RIAAltamonte Spirngs, FL
AUM $156MTEAM 35REPS 7
JK Private Wealth, LLC
RIAGlastonbury, CT
AUM $156MTEAM 2REPS 1
Spyglass Investment Management
RIATerre Haute, IN
AUM $156MTEAM 3REPS 3
JTS Fund Advisors, LLC
RIAWaco, TX
AUM $156MTEAM 11REPS 2
Pinnacle Asset Management Group, Corporation (Inc.)
RIAShreveport, LA
AUM $156MTEAM 2REPS 2
Oregon Pacific Wealth Management
RIAMedford, OR
AUM $156MTEAM 5REPS 4
Pearl Wealth LLC
RIAPortland, OR
AUM $156MTEAM 4REPS 2
Trellus Management Company, LLC
RIADelray Beach, FL
AUM $156MTEAM 5REPS 2
Meridian Wealth Advisors, LLC
RIAAlbuquerque, NM
AUM $156MTEAM 1REPS 1
Quantitative Financial Strategies
RIAAUM $156MTEAM 3REPS 1
My Wealth Management, Inc
RIAGermantown, MD
AUM $156MTEAM 2REPS 3
Peak Wealth Management LLC
RIANashua, NH
AUM $156MTEAM 3REPS 3
Johnson Dunn Capital Advisors, Inc.
RIAAUM $156MTEAM 1REPS 2
Waycross Gp, LLC
RIALouisville, KY
AUM $156MTEAM 12REPS 2
Piedmont Wealth Management
RIAAlexandria, VA
AUM $156MTEAM 4REPS 3
PC3 Partners, LLC
RIAMiami Beach, FL
AUM $156MTEAM 5REPS 2
Indelible Wealth Group
RIAAUM $156MTEAM 5REPS 5
DFS Advisory
RIADenton, TX
AUM $156MTEAM 6REPS 3
Brandywine Asset Management
RIAThornton, PA
AUM $156MTEAM 5REPS 2
Kaizen Retirement Plan Advisors, LLC
RIAAUM $156MTEAM 1REPS 1
Taurum Retirement Partners, LLC
RIAMesa, AZ
AUM $156MTEAM 2REPS 2
Holcombe & Mcgrath
RIAAsheville, NC
AUM $156MTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?