RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Purpose Comprehensive Wealth Management, LLC
RIAAUM $131MTEAM 7REPS 1
Steeloaks Investment Advisers, Inc.
RIAWeirton, WV
AUM $131MTEAM 2REPS 5
Warren Capital Group
RIACharleston, SC
AUM $131MTEAM 3REPS 3
Family Wealth Partners LLC
RIAMedford, NJ
AUM $131MTEAM 2REPS 2
Crescent City Retirement Group
RIAMetairie, LA
AUM $131MTEAM 12REPS 4
MAN Capital Management LLC
RIANew York, NY
AUM $131MTEAM 13REPS 6
Open Source Investments, LLC
RIAAUM $131MTEAM 2REPS 2
Weinstat Wealth Management, Inc.
RIAAUM $131MTEAM 1REPS 1
First Growth Capital LLC
RIAAUM $131MTEAM 4REPS 1
Mench Financial Inc
RIACincinnati, OH
AUM $131MTEAM 4REPS 3
Agemy Wealth Advisors, LLC
RIADenver, CO
AUM $131MTEAM 6REPS 3
JCN Financial & Tax Advisory Group, LLC
RIABaton Rouge, LA
AUM $130MTEAM 7REPS 3
Equilibria Wealth Management, LLC
RIAKaty, TX
AUM $130MTEAM 3REPS 4
Sartorial Wealth Inc.
RIAMississauga Ontario
AUM $130MTEAM 8REPS 2
Messmer Capital Advisors LLC
RIAMilford, OH
AUM $130MTEAM 4REPS 2
Altamira Financial Group, LLC
RIASanta Fe, NM
AUM $130MTEAM 3REPS 3
The Sherry Group, Inc.
RIAMountain Home, AR
AUM $130MTEAM 6REPS 3
Jones Fiduciary Wealth Management LLC
RIAAUM $130MTEAM 1REPS 1
Peakvalley Wealth, LLC
RIARoanoke, VA
AUM $130MTEAM 4REPS 4
Applied Financial Wisdom
RIARapid City, SD
AUM $130MTEAM 1REPS 1
Arbus Capital Management, LLC
RIAAUM $130MTEAM 2REPS 1
Walsky Investment Management Inc
RIAWyomissing, PA
AUM $130MTEAM 2REPS 2
Montgomery Capital Advisors LLC
RIANew York, NY
AUM $130MTEAM 2REPS 2
Solist Financial
RIATampa, FL
AUM $130MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?