RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
American Trust Investment Advisors, LLC
RIALebanon, NH
AUM $303MTEAM 4REPS 3
Campbell Capital Management Inc
RIASouth Miami, FL
AUM $303MTEAM 3REPS 1
Integrated Financial Solutions, Inc.
RIAReston, VA
AUM $303MTEAM 1REPS 1
Beckerman Wealth
RIAOcean Grove, NJ
AUM $303MTEAM 6REPS 4
Mission Value Partners, LLC
RIANashville, TN
AUM $303MTEAM 4REPS 2
Abbot Financial Management, Inc
RIAAndover, MA
AUM $303MTEAM 4REPS 3
Clientfirst Wealth Management, LLC
RIALittle Rock, AR
AUM $303MTEAM 4REPS 2
Broadview Management, LLC
RIASaint Louis, MO
AUM $303MTEAM 30REPS 3
Albanyadvisor Group LLC
RIAAlbany, NY
AUM $303MTEAM 6REPS 5
Breakwater Investment Management
RIASeattle, WA
AUM $303MTEAM 4REPS 3
Alethea Capital Management, LLC
RIAAUM $303MTEAM 4REPS 2
Unconventional Investor, LLC
RIAAUM $303MTEAM 2REPS 2
Harbour Point Capital
RIADarien, CT
AUM $302MTEAM 4REPS 2
Summit Group Retirement Planners, Inc.
RIAExton, PA
AUM $302MTEAM 4REPS 3
Capital Investment Advisors
RIAWashington, DC
AUM $302MTEAM 11REPS 8
Cypress Investment Management, LLC
RIAOakbrook Terrace, IL
AUM $302MTEAM 6REPS 3
FAI Advisors, Inc.
RIAFarmington Hills, MI
AUM $302MTEAM 11REPS 5
Core Financial
RIAEl Segundo, CA
AUM $302MTEAM 5REPS 3
Old Bridge Capital Management Private Limited
RIAMumbai
AUM $302MTEAM 16REPS 5
Massachusetts Wealth Management, LLC
RIANorth Andover, MA
AUM $301MTEAM 3REPS 2
Praxis Capital Management LLC
RIAChicago, IL
AUM $301MTEAM 12REPS 4
Blue Diamond Capital Investment Advisors
RIAProvo, UT
AUM $301MTEAM 3REPS 5
Seneschal Family Office
RIATacoma, WA
AUM $301MTEAM 5REPS 5
BAC Capital Advisors LLC
RIASeattle, WA
AUM $301MTEAM 3REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?