RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Trinity Financial Planning
RIAMiddleton, WI
AUM $103MTEAM 3REPS 2
Alexander Financial Planning, Inc.
RIAColumbus, OH
AUM $103MTEAM 4REPS 3
Fiduciary Consulting Group, Inc.
RIAVenice, FL
AUM $103MTEAM 1REPS 1
Beale Healy Investment Advisors Inc
RIARichmond, VA
AUM $103MTEAM 3REPS 2
Networth Asset Management, Inc
RIAAUM $103MTEAM 1REPS 5
Fairchild Capital LLC
RIAPortland, OR
AUM $103MTEAM 2REPS 1
Capital Strategies Group, LLC
RIATempe, AZ
AUM $103MTEAM 5REPS 3
Trailhead Pacific, LLC
RIAAUM $103MTEAM 2REPS 2
Peak Investment Advisors, Inc.
RIAGermantown, MD
AUM $103MTEAM 2REPS 1
Clearview Financial
RIARichmond, VA
AUM $103MTEAM 2REPS 2
Iron Horse Capital, Inc.
RIAAUM $103MTEAM 1REPS 1
Lucent Wealth Planning, LLC
RIASanta Barbara, CA
AUM $103MTEAM 2REPS 1
Dorian Investment Advisory LLC
RIAMemphis, TN
AUM $103MTEAM 1REPS 2
Comprehensive Financial Planning Inc
RIAAUM $103MTEAM 1REPS 1
UHY Wealth Management Ria LLC
RIAFarmington Hills, MI
AUM $103MTEAM 6REPS 12
Spinnaker Financial Advisors, LLC
RIAIdaho Falls, ID
AUM $103MTEAM 1REPS 1
Coast Capital Management, LP
RIANew York, NY
AUM $103MTEAM 4REPS 1
Benzer Capital
RIAMissouri City, TX
AUM $103MTEAM 2REPS 2
Corbett Wealth Management LLC
RIAAUM $103MTEAM 1REPS 1
Brazos Capital
RIAAustin, TX
AUM $103MTEAM 3REPS 2
Factory Capital LLC
RIALos Angeles, CA
AUM $103MTEAM 7REPS 5
Capital Enhancement, LLC
RIAWarren, NJ
AUM $103MTEAM 2REPS 2
Oakleigh Wealth Services
RIACrozet, VA
AUM $102MTEAM 2REPS 1
Victory Wealth Partners
RIAMullica Hill, NJ
AUM $102MTEAM 5REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?