RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Pasqua Wealth Solutions
RIAPalm City, FL
AUM $130MTEAM 3REPS 1
Vida Wealth Partners, Inc.
RIASanta Barbara, CA
AUM $130MTEAM 1REPS 1
Maclendon Wealth Management, LLC
RIADelray Beach, FL
AUM $130MTEAM 3REPS 2
Castellano & Associates
RIAShreveport, LA
AUM $130MTEAM 14REPS 3
Burnham & Company LLC
RIAGrand Rapids, MI
AUM $130MTEAM 2REPS 2
Equilibrium Wealth LLC
RIAAUM $130MTEAM 5REPS 3
Pebble Valley Wealth Management
RIAWestern Springs, IL
AUM $129MTEAM 3REPS 3
Intrinsic Investors LLC
RIAWauwatosa, WI
AUM $129MTEAM 4REPS 4
CGI Wealth Advisors, Inc.
RIAFrazer, PA
AUM $129MTEAM 2REPS 2
Trust Beyond Corp
RIAAUM $129MTEAM 1REPS 2
SKG Capital Advisors, LLC
RIAAlbuquerque, NM
AUM $129MTEAM 3REPS 3
Antonetti Capital Management, LLC
RIANaples, FL
AUM $129MTEAM 2REPS 2
Saber Capital Management LLC
RIAFuquay Varina, NC
AUM $129MTEAM 2REPS 1
Genereux Investment Management, Inc.
RIAAUM $129MTEAM 1REPS 1
Attleboro Wealth Management LLC
RIAYardley, PA
AUM $129MTEAM 6REPS 6
Marcus Capital, LLC
RIANorthfield, IL
AUM $129MTEAM 2REPS 2
RSC Asset Management Group, LLC
RIAStudio City, CA
AUM $129MTEAM 9REPS 4
Patina Wealth
RIAAUM $129MTEAM 2REPS 2
Alpha Asset Management
RIAAkron, OH
AUM $129MTEAM 1REPS 1
Obion Capital Management LP
RIAMiami, FL
AUM $129MTEAM 4REPS 2
Stephen Smith Financial Inc.
RIASchaumburg, IL
AUM $129MTEAM 4REPS 2
Ralicki Wealth Management & Trust Services
RIAStuart, FL
AUM $129MTEAM 3REPS 3
Mariva Global Asset Management, LLC
RIAMiami, FL
AUM $129MTEAM 5REPS 7
Infinity Advisory Group
RIAPortage, MI
AUM $129MTEAM 5REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?