RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
323 Wealth Management, LLC
RIAFlower Mound, TX
AUM $109MTEAM 3REPS 3
JRP Capital Corp
RIADublin, OH
AUM $109MTEAM 3REPS 1
Greenbrook Management, LLC
RIANew York, NY
AUM $108MTEAM 10REPS 4
Triple Summit Advisors, LLC
RIAAUM $108MTEAM 2REPS 3
Benchmark Financial
RIAAUM $108MTEAM 1REPS 1
Montello Wealth Management, Inc.
RIAPalm Beach Gardens, FL
AUM $108MTEAM 1REPS 1
Williamson Advisory Services, Inc.
RIAMarietta, GA
AUM $108MTEAM 2REPS 2
Standard Partners LLC
RIABethesda, MD
AUM $108MTEAM 2REPS 2
Shri Advisors
RIAAUM $108MTEAM 2REPS 2
Powerhouse Financial Advisors, Inc.
RIAMinden, NV
AUM $108MTEAM 1REPS 1
Schnall Advisory Services, Inc
RIAAUM $108MTEAM 1REPS 1
Peapod Lane Capital LLC
RIABedford Hills, NY
AUM $108MTEAM 3REPS 2
Panteles Advisors
RIAArgyle, TX
AUM $108MTEAM 4REPS 4
Asset Management Corporation
RIAAUM $108MTEAM 2REPS 2
Federmann Financial Advisors Inc.
RIARocky Point, NY
AUM $108MTEAM 3REPS 3
Investment Advisors Of Indianapolis Inc
RIAIndianapolis, IN
AUM $108MTEAM 2REPS 4
Newman Ladd Capital Advisors, LLC
RIACamillus, NY
AUM $108MTEAM 2REPS 2
Santefort Investment Group, LLC
RIASchererville, IN
AUM $108MTEAM 1REPS 1
Cobalt Financial Partners LLC
RIAAUM $108MTEAM 1REPS 1
Laidlaw Wealth Management LLC
RIANew York, NY
AUM $108MTEAM 13REPS 8
Schlosser Financial Services, Inc.
RIAAUM $108MTEAM 1REPS 1
Haven Financial Advisors
RIAAustin, TX
AUM $108MTEAM 1REPS 1
SRN Advisors, LLC
RIAHuntingdon Valley, PA
AUM $108MTEAM 3REPS 3
Money Plans
RIASilver Spring, MD
AUM $108MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?