RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
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
BAY Point Financial, LLC
RIABedford, NH
AUM $105MTEAM 1REPS 1
Cedarview Capital Management, LP
RIAWoodmere, NY
AUM $105MTEAM 6REPS 1
Rothman Investment Management, LLC
RIAAtascadero, CA
AUM $105MTEAM 4REPS 3
Luminist Capital, LLC
RIAAUM $105MTEAM 5REPS 5
Vision Wealth Advisors, LLC
RIALewisburg, PA
AUM $105MTEAM 2REPS 1
Saltbox Financial LLC
RIAPortsmouth, NH
AUM $105MTEAM 5REPS 5
S.C. Thomas & Associates, Cpa, LLC
RIAMedina, OH
AUM $105MTEAM 2REPS 1
Integrated Investment Strategies,Inc.
RIACarmel, IN
AUM $105MTEAM 3REPS 2
Convergence Advisory Group
RIAOmaha, NE
AUM $105MTEAM 6REPS 5
Parish & Company LLC
RIALake Oswego, OR
AUM $105MTEAM 1REPS 1
White Lighthouse Investment Management S.A.R.L.
RIAAUM $105MTEAM 2REPS 1
Ideology Wealth Advisors, LLC
RIADallas, TX
AUM $105MTEAM 4REPS 3
Sun Valley Gold LLC
RIAKetchum, ID
AUM $104MTEAM 2REPS 3
Cadence Wealth Management, LLC
RIASeattle, WA
AUM $104MTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?