RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
RPC Private Wealth, LLC
RIAHinsdale, IL
AUM $286MTEAM 1REPS 1
Jlens
RIANew York, NY
AUM $286MTEAM 5REPS 7
N.L.C. LLC
RIABoca Raton, FL
AUM $286MTEAM 2REPS 2
The Holland Group, Retirement Wealth Advisors, LLC
RIAClearwater, FL
AUM $286MTEAM 10REPS 4
Synchronous Wealth Advisors LLC
RIAAUM $286MTEAM 3REPS 3
Lotusgroup Advisors
RIADenver, CO
AUM $286MTEAM 10REPS 7
Preston Wealth Advisors, LLC
RIAReston, VA
AUM $286MTEAM 5REPS 5
Sanchez Gaunt Capital Management, LLC
RIAReno, NV
AUM $286MTEAM 5REPS 4
Financial Forum, Inc.
RIASpokane, WA
AUM $286MTEAM 5REPS 4
Gridiron Partners, LLC
RIAWexford, PA
AUM $286MTEAM 2REPS 2
Rivercrest Capital Management LLC
RIAFort Worth, TX
AUM $286MTEAM 21REPS 5
Omnistar Financial Group, Inc.
RIAWilmington, NC
AUM $286MTEAM 7REPS 6
Gold Medal Waters, Inc.
RIAAUM $286MTEAM 5REPS 3
Eden Global Advisors LLC
RIANew York, NY
AUM $286MTEAM 22REPS 2
Integrity Wealth Advisors, Inc.
RIAVentura, CA
AUM $285MTEAM 10REPS 7
The Palmer Knight Company
RIAJacksonville, FL
AUM $285MTEAM 2REPS 3
Fingerlakes Wealth Management, Inc.
RIAIthaca, NY
AUM $285MTEAM 4REPS 4
Ayrshire Capital Management LLC
RIAWestport, CT
AUM $285MTEAM 2REPS 2
Oaktrust Wealth Advisors, LLC
RIAAUM $285MTEAM 3REPS 2
Tencap Wealth Coaching
RIASouth Jordan, UT
AUM $285MTEAM 7REPS 8
Pandora Wealth, Inc.
RIALas Vegas, NV
AUM $285MTEAM 7REPS 3
Mosaic Wealth Management LLC
RIABloomington, IN
AUM $285MTEAM 2REPS 2
Physician Family Financial Advisors Inc
RIABeaverton, OR
AUM $285MTEAM 4REPS 4
Pearson Creek Capital Management LLC
RIAChicago, IL
AUM $285MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?