RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Finer Wealth Management, Inc.
RIASalem, MA
AUM $306MTEAM 7REPS 3
Mountaineer Partners Management, LLC
RIANew York, NY
AUM $306MTEAM 4REPS 2
Sound Capital Solutions LLC
RIAAUM $306MTEAM 5REPS 4
Winans Investments
RIALas Vegas, NV
AUM $306MTEAM 4REPS 5
Varra Financial
RIALouisville, CO
AUM $306MTEAM 8REPS 6
Joel Adams And Associates Inc.
RIAAsheville, NC
AUM $306MTEAM 3REPS 3
Leap Wealth Management
RIADallas, TX
AUM $306MTEAM 5REPS 3
Adalta Capital Management LLC
RIANew York, NY
AUM $306MTEAM 3REPS 4
MWA Asset Management
RIADanvers, MA
AUM $306MTEAM 2REPS 2
Victoria Capital Management, Inc.
RIACharleston, SC
AUM $306MTEAM 3REPS 3
Keeler Thomas Management LLC
RIAOrem, UT
AUM $306MTEAM 12REPS 6
Stableford Capital LLC
RIAScottsdale, AZ
AUM $305MTEAM 4REPS 4
Clarus Wealth Advisors, LLC
RIAPeoria, AZ
AUM $305MTEAM 13REPS 12
Retirement Capital Strategies, Inc.
RIASan Jose, CA
AUM $305MTEAM 6REPS 4
Kachkovsky & Fisher, Inc.
RIASan Diego, CA
AUM $305MTEAM 6REPS 3
Paradigm Funds Advisor LLC
RIAAlbany, NY
AUM $305MTEAM 12REPS 6
Old Slip Registered Investment Advisors, LLC
RIANew York, NY
AUM $305MTEAM 3REPS 2
Sparta Wealth Partners
RIACharlotte, NC
AUM $305MTEAM 8REPS 7
Integrity Wealth LLC
RIAEugene, OR
AUM $305MTEAM 6REPS 6
Temerity Strategic Partners
RIAChicago, IL
AUM $305MTEAM 10REPS 4
YON Drake & Associates Inc
RIAColumbia, SC
AUM $305MTEAM 2REPS 2
EMC Capital Advisors, LLC
RIABannockburn, IL
AUM $305MTEAM 5REPS 5
Broadview Wealth Partners
RIABoulder, CO
AUM $305MTEAM 7REPS 4
Black Cypress Capital
RIAAUM $305MTEAM 4REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?