RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Goldstein Capital Corp.
RIAAUM $280MTEAM 2REPS 1
Members Wealth LLC
RIAMedia, PA
AUM $280MTEAM 9REPS 5
Nucleo Capital LtdA.
RIASao Paulo Sp
AUM $280MTEAM 12REPS 7
CRF Financial Group
RIAIndianapolis, IN
AUM $279MTEAM 1REPS 1
Higgins & Schmidt Wealth Strategies LLC
RIADenver, CO
AUM $279MTEAM 6REPS 4
Mosley Wealth Management, Inc.
RIAAnaheim, CA
AUM $279MTEAM 15REPS 13
American Financial & Tax Strategies, Inc.
RIANew York, NY
AUM $279MTEAM 1REPS 1
American Discovery Investment Advisors, LLC
RIALos Angeles, CA
AUM $279MTEAM 11REPS 9
Pathworks Financial, Inc.
RIANovi, MI
AUM $279MTEAM 8REPS 5
TSW Wealth Management
RIAFramingham, MA
AUM $279MTEAM 5REPS 2
Eureka Equity Partners
RIAPhiladelphia, PA
AUM $279MTEAM 10REPS 4
Kurv Investment Management LLC
RIASan Francisco, CA
AUM $279MTEAM 10REPS 3
Detterbeck Wealth Management
RIAPalatine, IL
AUM $279MTEAM 6REPS 3
Pontem Investment Management Company
RIAHouston, TX
AUM $279MTEAM 6REPS 4
Kintayl Capital LP
RIANew York, NY
AUM $279MTEAM 4REPS 2
Schlegel Dunn LLC
RIAPlano, TX
AUM $279MTEAM 4REPS 3
Cottonwood Wealth Strategies, LLC
RIASalt Lake City , UT
AUM $279MTEAM 5REPS 2
Horizon Family Wealth, Inc.
RIAChicago, IL
AUM $279MTEAM 2REPS 2
FS Tactical Advisor, LLC
RIAPhiladelphia, PA
AUM $279MTEAM 183REPS 6
Aquilant Advisors
RIASaint Louis, MO
AUM $279MTEAM 5REPS 4
Stilwell Value LLC
RIANew York, NY
AUM $279MTEAM 11REPS 4
Millennial Wealth
RIAAUM $279MTEAM 6REPS 5
Superbloom Partners
RIAVenice, CA
AUM $279MTEAM 7REPS 3
Holistic Wealth Advisors
RIAClifton Park, NY
AUM $279MTEAM 10REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?