RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Lyons Wealth Management
RIAWinter Park, FL
AUM $109MTEAM 4REPS 3
Karel Capital, Inc.
RIASpokane, WA
AUM $109MTEAM 3REPS 3
Partners Capital Services, Inc.
RIAHauppauge, NY
AUM $109MTEAM 18REPS 15
Skypoint Capital Advisors, LLC
RIAAtlanta, GA
AUM $109MTEAM 1REPS 5
Complete Investment Advisory, LLC
RIAFargo, ND
AUM $109MTEAM 5REPS 2
Sound Asset Management, Inc.
RIAAUM $109MTEAM 1REPS 2
Finish Well Ria LLC
RIAColumbus, OH
AUM $109MTEAM 2REPS 2
Lanyon Advisory Services
RIADel Mar, CA
AUM $109MTEAM 2REPS 2
Trinity Asset Management Co
RIALos Angeles, CA
AUM $109MTEAM 2REPS 2
A Better Way Financial, LLC
RIAAllentown, PA
AUM $109MTEAM 10REPS 6
Lenox Capital Management, Inc.
RIANew Lenox, IL
AUM $109MTEAM 1REPS 1
Beach Cities Wealth Management, LLC
RIANewport Beach, CA
AUM $109MTEAM 2REPS 2
Manole Capital Management LLC
RIATampa, FL
AUM $109MTEAM 2REPS 2
Pavlic Investment Advisors, Inc.
RIADelafield, WI
AUM $109MTEAM 2REPS 2
Toams Financial
RIAJacksonville, FL
AUM $109MTEAM 2REPS 1
Beacon Financial Advisers, Inc.
RIAConyers, GA
AUM $109MTEAM 3REPS 1
Capital Endurance Group, Inc
RIAAlpharetta, GA
AUM $109MTEAM 3REPS 2
Islet Management, LP
RIANew York, NY
AUM $109MTEAM 4REPS 2
Blue Granite Capital, LLC
RIACharleston, SC
AUM $109MTEAM 3REPS 2
The Investment Connection LLC
RIABridgewater, NJ
AUM $109MTEAM 2REPS 2
HFG Advisors
RIAGreenwood Village, CO
AUM $109MTEAM 4REPS 4
Northbrook Financial
RIABaltimore, MD
AUM $109MTEAM 8REPS 2
A. J. Perry & Co
RIATowson, MD
AUM $109MTEAM 2REPS 1
Five Mile River Investment Management, LLC
RIAAUM $109MTEAM 4REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?