RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Buttonwood Group Advisors LLC
RIAUniondale, NY
AUM $240MTEAM 4REPS 2
Kaiyo Wealth LLC
RIASan Diego, CA
AUM $240MTEAM 4REPS 3
Jennings & Associates Financial Advisors, LLC
RIAPaducah, KY
AUM $240MTEAM 8REPS 5
True Wealth Advisory Group
RIACoral Gables, FL
AUM $240MTEAM 4REPS 4
Lane Brothers Investment Counsel
RIAPrescott, AZ
AUM $240MTEAM 6REPS 5
IFS Group
RIAMechanicsburg, PA
AUM $240MTEAM 6REPS 6
Loyola Asset Management LLC
RIACoral Gables, FL
AUM $240MTEAM 5REPS 3
Forefront
RIAAustin, TX
AUM $240MTEAM 15REPS 28
Marest Capital, LLC
RIAEncino, CA
AUM $240MTEAM 3REPS 3
Brewster Financial Planning LLC
RIABrooklynn, NY
AUM $240MTEAM 3REPS 3
Linda A. Barlow, Cfp
RIASanta Ana, CA
AUM $240MTEAM 1REPS 1
Outfitter Energy Management, LLC
RIAHouston, TX
AUM $240MTEAM 3REPS 2
The Circumference Group LLC
RIALittle Rock, AR
AUM $240MTEAM 14REPS 4
Gatemore
RIANew York, NY
AUM $239MTEAM 9REPS 3
Trivant Custom Portfolio Group LLC
RIASan Diego, CA
AUM $239MTEAM 5REPS 5
Sea Cliff Partners Management, LP
RIASan Francisco, CA
AUM $239MTEAM 5REPS 3
Salient Wealth Planning
RIAEncinitas, CA
AUM $239MTEAM 4REPS 3
E6 Portfolios
RIAMidvale, UT
AUM $239MTEAM 9REPS 4
Brian Low Financial Group, LLC
RIABaton Rouge, LA
AUM $239MTEAM 8REPS 4
Jones Kertz & Associates, Inc.
RIABlaine, MN
AUM $239MTEAM 4REPS 4
Galleria Financial Advisors, LLC
RIAAtlanta, GA
AUM $239MTEAM 2REPS 2
Heights LLC
RIALos Angeles, CA
AUM $239MTEAM 3REPS 2
Driven Investments LLC
RIAAUM $239MTEAM 8REPS 9
Rolek Retirement Planning
RIABerwyn, PA
AUM $239MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?