RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Vista Investment Management, LLC
RIAPittsburgh, PA
AUM $324MTEAM 4REPS 4
Kennicott Capital Management LLC
RIAAUM $324MTEAM 2REPS 1
Galaxy Investment Management, LLC
RIAUniondale, NY
AUM $324MTEAM 7REPS 3
Torque Asset Management LLC
RIAAUM $324MTEAM 3REPS 3
Smith W B & Co Inc
RIAAUM $324MTEAM 1REPS 1
Cresalta Investment Management, Inc.
RIAGreenwood Village, CO
AUM $323MTEAM 5REPS 5
Johnson Wealth Management, LLC
RIAGrand Forks, ND
AUM $323MTEAM 2REPS 3
1248 Partners, LLC
RIAKansas City, MO
AUM $323MTEAM 4REPS 3
Choice Wealth Advisors LLC
RIAWaterville, ME
AUM $323MTEAM 4REPS 3
Brown Financial Advisors, LLC
RIAMilford, OH
AUM $323MTEAM 3REPS 3
Aull & Monroe
RIAMobile, AL
AUM $323MTEAM 5REPS 6
Intrepid Investment Management, LLC
RIAHouston, TX
AUM $323MTEAM 6REPS 4
Lauer Capital Management Ltd
RIASioux Falls, SD
AUM $323MTEAM 3REPS 3
Next Level Wealth Planning, LLC
RIAMeridian, ID
AUM $323MTEAM 5REPS 5
Oriental Trust
RIASan Juan, PR
AUM $323MTEAM 9REPS 7
Fortune Financial Advisors, LLC
RIAOverland Park, KS
AUM $323MTEAM 6REPS 6
Carswell Investments, LLC
RIAEast Syracuse, NY
AUM $322MTEAM 2REPS 1
Vistamark Investments
RIAHinsdale, IL
AUM $322MTEAM 4REPS 4
RBS Wealth Management
RIAAlto, MI
AUM $322MTEAM 6REPS 3
Osceola Capital Management
RIATampa, FL
AUM $322MTEAM 9REPS 4
Kapstone Financial Advisors LLC
RIALebanon, OH
AUM $322MTEAM 5REPS 4
Gordonmd Global Investments LP
RIABeverly Hills, CA
AUM $322MTEAM 7REPS 2
Financial Transparency
RIAAUM $322MTEAM 16REPS 16
Reik & Co, LLC
RIAAUM $322MTEAM 5REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?