RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
Old Barn Capital LLC
RIAAUM $137MTEAM 1REPS 1
ELE Advisory Services, Inc
RIASouthfield, MI
AUM $137MTEAM 13REPS 13
Aventus Investment Advisors, Inc.
RIANaples, FL
AUM $136MTEAM 3REPS 2
Vanweelden Wealth Management, LLC
RIAWest Chester, OH
AUM $136MTEAM 6REPS 3
Harborpoint Wealth Partners
RIAVirginia Beach, VA
AUM $136MTEAM 5REPS 3
Brooker Wealth Management
RIAOakland, CA
AUM $136MTEAM 10REPS 5
Bridgelight Capital LLC
RIAScottsdale, AZ
AUM $136MTEAM 4REPS 3
Galileo Investment Management
RIANew York, NY
AUM $136MTEAM 3REPS 3
ICW Holdings, LLC
RIAAUM $136MTEAM 7REPS 2
Strategic Portfolio Solutions, LLC
RIADallas, TX
AUM $136MTEAM 5REPS 5
Horizon Capital Management, LLC
RIALake Forest, IL
AUM $136MTEAM 1REPS 1
Fithian LLC
RIANew York, NY
AUM $136MTEAM 6REPS 4
Professional Wealth Management Services LLC
RIAStatesville, NC
AUM $136MTEAM 3REPS 2
Paradigm Advisors, LLC
RIADallas, TX
AUM $136MTEAM 4REPS 4
Capitol Family Office, Inc.
RIABeaverton, OR
AUM $136MTEAM 2REPS 2
Wealthrise Financial Planning, LLC
RIACarlsbad, CA
AUM $136MTEAM 2REPS 2
BH Asset Management, LLC
RIANew York, NY
AUM $136MTEAM 2REPS 2
15 Equity
RIASanta Barbara, CA
AUM $136MTEAM 7REPS 6
A J Feldman Financial, LLC
RIAAUM $136MTEAM 1REPS 1
Kassira Wealth Management, LLC
RIAAUM $136MTEAM 2REPS 3
Mcmahan Capital Management
RIACarmel, IN
AUM $136MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?