RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Argus Investors' Counsel, Inc.
RIANew York, NY
AUM $137MTEAM 8REPS 5
Silverhawk Capital Partners, LLC
RIAOverland Park, KS
AUM $137MTEAM 5REPS 5
Jaras Financial Services, Inc.
RIAAUM $137MTEAM 1REPS 1
Milagre Wealth Management, Inc.
RIAWhite Plains, NY
AUM $137MTEAM 4REPS 2
21 West Wealth Management LLC
RIATustin, CA
AUM $137MTEAM 2REPS 2
Ridgeline Research LLC
RIAAUM $137MTEAM 2REPS 3
Forefront Asset Management, LLC
RIAVirginia Beach, VA
AUM $137MTEAM 4REPS 3
Directional Asset Management, LLC
RIAArlington Heights, IL
AUM $137MTEAM 1REPS 2
Ascension Wealth Partners, LLC
RIAPleasant Hill, CA
AUM $137MTEAM 2REPS 2
PVA Financial, LLC
RIAAUM $137MTEAM 1REPS 1
Cooke Wealth Management, LLC
RIAIrvine, CA
AUM $137MTEAM 3REPS 2
Central Wealth Management LLC
RIAMadison, WI
AUM $137MTEAM 4REPS 1
Lewis Capital Management
RIAAUM $137MTEAM 1REPS 1
River Crescent Advisors, LLC
RIASuffolk, VA
AUM $137MTEAM 2REPS 2
Champion Advisors LLC
RIAAUM $137MTEAM 2REPS 2
Springboard Asset Management LLC
RIACheshire, CT
AUM $137MTEAM 2REPS 2
Black Walnut Wealth Management
RIATraverse City, MI
AUM $137MTEAM 2REPS 1
Rand Capital Management
RIABuffalo, NY
AUM $137MTEAM 10REPS 4
Beyond Investing LLC
RIAAUM $137MTEAM 3REPS 2
WealthkarE.com, Inc.
RIAMount Union, PA
AUM $137MTEAM 7REPS 7
Re-Envision Wealth
RIANew York, NY
AUM $137MTEAM 5REPS 4
Norton Capital Management, Inc.
RIAHenrico, VA
AUM $137MTEAM 6REPS 3
Old Barn Capital LLC
RIAAUM $137MTEAM 1REPS 1
ELE Advisory Services, Inc
RIASouthfield, MI
AUM $137MTEAM 12REPS 13
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?