RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Planning Advisors Inc.
RIAWyomissing, PA
AUM $105MTEAM 5REPS 2
Capitol Wealth Management, Inc.
RIAMclean, VA
AUM $105MTEAM 1REPS 1
Catalyst Wealth Management LLC
RIAHouston, TX
AUM $105MTEAM 25REPS 25
Piedmont Private Wealth, LLC
RIAAUM $105MTEAM 1REPS 1
Brookfield Management Group, LLC
RIAAUM $105MTEAM 2REPS 1
Clout Capital
RIAMiami, FL
AUM $105MTEAM 3REPS 1
Bonwell Capital Management, LLC
RIARichmond, VA
AUM $105MTEAM 2REPS 2
Graeter Wealth Advisors, LLC
RIALouisville, KY
AUM $105MTEAM 3REPS 3
ARC Advisers LLC
RIABoise, ID
AUM $105MTEAM 1REPS 1
Pampel & Associates, Inc.
RIAMonticello, IN
AUM $105MTEAM 4REPS 2
Qualified Plan Advisory, LLC
RIASanta Ana, CA
AUM $105MTEAM 1REPS 1
Runey & Associates Wealth Management
RIAMount Pleasant, SC
AUM $105MTEAM 3REPS 3
VCM Wealth
RIAAUM $105MTEAM 2REPS 2
Springlake Financial Partners
RIAAUM $105MTEAM 2REPS 2
Four Corners Financial
RIAMelville, NY
AUM $105MTEAM 1REPS 1
Plum Pointe Wealth Management
RIAProvidence, RI
AUM $105MTEAM 3REPS 1
Intelligent Investment Management,LLP
RIADurango, CO
AUM $105MTEAM 4REPS 2
Nextgen Wealth Counselors Limited Liability Company
RIAAUM $105MTEAM 1REPS 1
AG Global Advisors LLC
RIAAUM $105MTEAM 1REPS 1
Fike Advisors, LLC
RIAWooster, OH
AUM $105MTEAM 3REPS 3
Cornerstone Wealth Planning
RIANew Gloucester, ME
AUM $105MTEAM 5REPS 2
A Sling & A Stone, Incorporated
RIABurnet, TX
AUM $105MTEAM 3REPS 2
Cedarview Capital Management, LP
RIAWoodmere, NY
AUM $105MTEAM 6REPS 2
Rothman Investment Management, LLC
RIAAtascadero, CA
AUM $105MTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?