RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Advisorengine Portfolio Solutions Inc.
RIARaleigh, NC
AUM $331MTEAM 1REPS 8
Yoder Wealth Management
RIAWalnut Creek, CA
AUM $331MTEAM 2REPS 2
Copley Financial Group, Inc.
RIASan Diego, CA
AUM $331MTEAM 8REPS 10
The Nestegg Group, Inc.
RIALincolnwood, IL
AUM $331MTEAM 3REPS 3
Bernardi Asset Management, LLC
RIANorthfield, IL
AUM $331MTEAM 22REPS 12
Edgeworth Capital Pty Ltd
RIABondi Junction New South Wales
AUM $331MTEAM 4REPS 3
Vigilare Wealth Management LLC
RIAScottsdale, AZ
AUM $331MTEAM 6REPS 4
Sandstone Asset Management Inc.
RIACalgary
AUM $331MTEAM 10REPS 5
Hazoor Partners, LLC
RIAAustin, TX
AUM $331MTEAM 10REPS 2
General Innovation Capital, LLC
RIANew York, NY
AUM $331MTEAM 8REPS 4
Lynch Asset Management, Inc.
RIAAUM $331MTEAM 3REPS 3
Essex Private Wealth Management LLC
RIATopsfield, MA
AUM $331MTEAM 6REPS 4
Insight Capital Management
RIAConcord, CA
AUM $331MTEAM 5REPS 4
Uniplan Investment Counsel, Inc.
RIAMilwaukee, WI
AUM $330MTEAM 11REPS 5
Broadview Management, LLC
RIASaint Louis, MO
AUM $330MTEAM 31REPS 3
Cypress Capital Wealth Management LLC
RIAAnn Arbor, MI
AUM $330MTEAM 4REPS 3
Claris Financial, LLC
RIAGlen Allen, VA
AUM $330MTEAM 8REPS 4
Welton Investment Partners LLC
RIACarmel, CA
AUM $330MTEAM 18REPS 6
DAI Wealth, LLC
RIAAtlanta, GA
AUM $330MTEAM 40REPS 27
Moneywatch Advisors
RIALexington, KY
AUM $330MTEAM 6REPS 2
Boston Family Advisors LLC
RIABoston, MA
AUM $330MTEAM 10REPS 8
Stonebridge Financial Planning Group, LLC
RIAOrlando, FL
AUM $330MTEAM 8REPS 7
Fluent Financial, LLC
RIADallas, TX
AUM $330MTEAM 9REPS 4
DAI Advisors
RIAMenlo Park, CA
AUM $330MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?