RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Millstone Financial Group
RIAPrinceton, NJ
AUM $104MTEAM 9REPS 6
Healthview Asset Management, Inc.
RIAPittsburgh, PA
AUM $104MTEAM 4REPS 4
Red Seven
RIAEscondido, CA
AUM $104MTEAM 4REPS 4
Asset Planning Corporation
RIAWest Palm Beach, FL
AUM $104MTEAM 5REPS 2
Wellacre Global Wealth Advisors
RIASanta Monica, CA
AUM $104MTEAM 2REPS 2
Executive Money Managers, Inc.
RIASocial Circle, GA
AUM $104MTEAM 5REPS 4
WLT Partners
RIAMiami, FL
AUM $104MTEAM 3REPS 2
S20 Capital, LLC
RIADraper, UT
AUM $104MTEAM 4REPS 3
Freedom Wealth Advisors, LLC
RIALee's Summit, MO
AUM $104MTEAM 6REPS 6
Sycamore Financial Planning, LLC
RIADurham, NC
AUM $104MTEAM 5REPS 3
Alexander Capital Advisors, LLC
RIANew Canaan, CT
AUM $104MTEAM 3REPS 1
Blue Chip Financial Advisors, LLC
RIARiverside, RI
AUM $104MTEAM 5REPS 7
Contrary Investment Advisors
RIAAUM $104MTEAM 1REPS 1
Pabrai Wagons Advisors
RIAWest Lake Hills, TX
AUM $104MTEAM 5REPS 3
3sisters Sustainable Management, Inc
RIAAUM $104MTEAM 3REPS 5
Diversified Wealth Advisors, LLC
RIAKansas City, MO
AUM $104MTEAM 5REPS 3
Mathies Financial Partners
RIAPueblo, CO
AUM $104MTEAM 4REPS 4
Wavelength Capital Management, LLC
RIAWestport, CT
AUM $104MTEAM 2REPS 2
Impact Wealth Management
RIASioux Falls, SD
AUM $104MTEAM 3REPS 3
Asterozoa Management
RIAPhoenix, AZ
AUM $104MTEAM 4REPS 5
Kansas City Private Wealth Management, LLC
RIAKansas City, MO
AUM $104MTEAM 1REPS 1
Baffin Advisors LLC
RIAAUM $104MTEAM 1REPS 1
Hillberg Capital Management, LLC
RIATurlock, CA
AUM $104MTEAM 2REPS 1
Strategic Portfolio Advisors, Inc.
RIALong Beach, CA
AUM $104MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?