RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
QSO Capital Management LLC
RIAFort Lauderdale, FL
AUM $250MTEAM 3REPS 2
Rutherford Investment Management
RIAPortland, OR
AUM $250MTEAM 4REPS 4
Dean Wealth Partners, LLC
RIAAustin, TX
AUM $250MTEAM 4REPS 2
Oxenfree Financial
RIAMelbourne, FL
AUM $250MTEAM 8REPS 8
Tidecrest Wealth Management, LLC
RIANewport Beach, CA
AUM $250MTEAM 3REPS 3
Braun-Bostich & Associates Inc.
RIACanonsburg, PA
AUM $250MTEAM 7REPS 4
Vandalia Wealth
RIACharleston, WV
AUM $250MTEAM 22REPS 15
Processus Wealth & Capital Management, LLC
RIAAUM $250MTEAM 2REPS 2
Summit Wealth Management Group, Inc.
RIACamarillo, CA
AUM $250MTEAM 6REPS 4
Calabasas Advisory Group, LLC
RIAWestlake Village, CA
AUM $250MTEAM 2REPS 2
Northill Aims, LLC
RIARichardson, TX
AUM $249MTEAM 2REPS 2
Chancellor Financial Group Wb LP
RIAWilkes Barre, PA
AUM $249MTEAM 9REPS 7
Prairie Rivers Investments, LLC
RIARobinson, IL
AUM $249MTEAM 5REPS 4
E. Batoff & Co, Inc.
RIATampa, FL
AUM $249MTEAM 1REPS 1
Guided Capital Wealth Management, LLC
RIAHouston, TX
AUM $249MTEAM 5REPS 4
Bolton Investment
RIATowson, MD
AUM $249MTEAM 11REPS 7
Emergent Wealth Advisors, LLC
RIAWilliamsville, NY
AUM $249MTEAM 3REPS 4
SAF Advisors LLC
RIAAUM $249MTEAM 10REPS 2
Galliott Capital Advisors, LLC
RIABeverly Hills, CA
AUM $249MTEAM 6REPS 4
Buckhorn Resources, LP
RIAHouston, TX
AUM $249MTEAM 11REPS 6
Forest Hill Capital, LLC
RIALittle Rock, AR
AUM $249MTEAM 4REPS 2
Evergreen Wealth Management, LLC
RIAWilliamston, MI
AUM $249MTEAM 8REPS 6
Lakewood Asset Management, LLC
RIANaperville, IL
AUM $249MTEAM 5REPS 4
Michael Brady & Co, LLC
RIAWestlake, OH
AUM $249MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?