RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
J.H. Lane Partners, LP
RIANew York, NY
AUM $276MTEAM 7REPS 3
Strauss Financial Group
RIABirmingham, AL
AUM $276MTEAM 6REPS 3
Corridor Capital, LLC
RIALos Angeles, CA
AUM $276MTEAM 12REPS 2
Oasis Wealth Planning Advisors
RIAAUM $276MTEAM 12REPS 7
Tradewell Tax & Financial
RIAFort Wayne, IN
AUM $276MTEAM 9REPS 5
AFC Management, LLC
RIAWest Palm Beach, FL
AUM $276MTEAM 32REPS 5
Northstar Financial Planning, LLC
RIAWindham, NH
AUM $276MTEAM 6REPS 6
Intrack Investment Management, Inc.
RIASouth Burlington, VT
AUM $276MTEAM 4REPS 5
Certum Group
RIANewark, NJ
AUM $276MTEAM 20REPS 1
Challenger Wealth Management
RIAAliso Viejo, CA
AUM $276MTEAM 3REPS 3
Kubhera Enterprises LLC
RIAPrinceton, NJ
AUM $276MTEAM 5REPS 3
Clarendon Capital, LLC
RIATysons, VA
AUM $275MTEAM 11REPS 3
Spectrum Strategic Capital Management, LLC
RIACorvallis, OR
AUM $275MTEAM 6REPS 4
4wealth Advisors, Inc.
RIABurr Ridge, IL
AUM $275MTEAM 13REPS 11
Legal Advantage Investments, Inc.
RIAAUM $275MTEAM 2REPS 2
O'Connor Financial Group LLC
RIAQuincy, IL
AUM $275MTEAM 6REPS 3
KAI Wealth LLC
RIAChicago, IL
AUM $275MTEAM 6REPS 4
Charter Research & Investment Group Inc
RIASouthport, CT
AUM $275MTEAM 3REPS 4
CMR Capital Management, LLC
RIAPasadena, CA
AUM $275MTEAM 6REPS 1
Chicago Investment Advisory Group
RIAMokena, IL
AUM $275MTEAM 7REPS 7
Klaff Realty, LP
RIAChicago, IL
AUM $275MTEAM 10REPS 3
Russell Capital Management, LLC
RIALexington, KY
AUM $275MTEAM 4REPS 4
Roserock Wealth Management, LLC
RIADallas, TX
AUM $275MTEAM 2REPS 2
Cushing Capital Partners, LLC
RIADelafield, WI
AUM $275MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?