RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
21 West Wealth Management LLC
RIATustin, CA
AUM $129MTEAM 2REPS 2
Wolfgang Capital
RIATemecula, CA
AUM $129MTEAM 5REPS 4
Gordon Asset Management LLC
RIAWest Palm Beach, FL
AUM $129MTEAM 3REPS 2
Colchester Investment Counsel LLC
RIARidgefield, CT
AUM $129MTEAM 3REPS 2
Quality Financial Concepts
RIAMaryville, TN
AUM $129MTEAM 4REPS 2
Capital View Wealth Management, LLC
RIAAUM $129MTEAM 1REPS 1
Heaton Financial, Pc
RIACedar City, UT
AUM $129MTEAM 2REPS 2
Holm & Cawley Financial Group LLC
RIALas Vegas, NV
AUM $129MTEAM 5REPS 4
Diccianni Financial Group, Inc.
RIAEast Norriton, PA
AUM $129MTEAM 4REPS 2
Lord And Richards
RIAHighlands Ranch, CO
AUM $129MTEAM 18REPS 8
Pasnau Investment Management, Inc.
RIAAUM $129MTEAM 3REPS 2
Velaris Wealth Management
RIAOrlando, FL
AUM $129MTEAM 4REPS 4
Prospettiva Financial
RIASan Francisco, CA
AUM $129MTEAM 3REPS 3
Banta Asset Management LP
RIANewport Beach, CA
AUM $129MTEAM 4REPS 3
Catum Advisory Group, LLC
RIAWilton, CT
AUM $129MTEAM 4REPS 2
Revalue LLC
RIAGrand Rapids, MI
AUM $129MTEAM 8REPS 6
Schulmerich & Associates Asset Management, LLC
RIAAUM $129MTEAM 2REPS 1
The Capeloto & Hedrick Co
RIAAUM $129MTEAM 3REPS 2
Foothills Advisors, LLC
RIACave Creek, AZ
AUM $129MTEAM 3REPS 3
Pelican Investment Advisors, LLC
RIABaton Rouge, LA
AUM $129MTEAM 12REPS 11
Berkeley Capital Management, LLC
RIAEllsworth, KS
AUM $128MTEAM 5REPS 3
Kurtin Financial Advisers, LLC
RIAAUM $128MTEAM 1REPS 1
Broadhurst Financial Advisors, Inc.
RIAAustin, TX
AUM $128MTEAM 1REPS 1
Indfin LLC
RIAAUM $128MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?