RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Skaana Management L.P.
RIAAUM $234MTEAM 6REPS 3
Geneva Financial Group
RIALakewood, NJ
AUM $234MTEAM 2REPS 2
Adaptation Financial Advisors Inc.
RIAOklahoma City, OK
AUM $234MTEAM 4REPS 6
MPI Wealth Management LLC
RIAHinsdale, IL
AUM $234MTEAM 4REPS 4
Clutterbuck Capital Management LLC
RIACleveland, OH
AUM $233MTEAM 5REPS 2
Brentview Investment Management, LLC
RIANorthfield, IL
AUM $233MTEAM 6REPS 5
Catalyst Financial Nw Corporation
RIAGresham, OR
AUM $233MTEAM 4REPS 2
Figure 8 Investment Strategies LLC
RIABoise, ID
AUM $233MTEAM 7REPS 6
Windmark Investment Partners, Inc.
RIAWilmington, DE
AUM $233MTEAM 14REPS 7
Walker Financial Advisors Inc
RIAMission Viejo, CA
AUM $233MTEAM 4REPS 3
Reynolds Channel Management, L.P.
RIANew York, NY
AUM $233MTEAM 4REPS 1
Aspirean Wealth, LLC
RIAMill Valley, CA
AUM $233MTEAM 6REPS 6
Ironwood Wealth Management, Inc.
RIAHurricane, WV
AUM $233MTEAM 3REPS 3
Holos Integrated Wealth
RIAKennett Square, PA
AUM $233MTEAM 5REPS 3
Lscp Advisors, LLC
RIAAustin, TX
AUM $233MTEAM 16REPS 3
WE Alliance Wealth Advisors, Inc.
RIARoseville, CA
AUM $233MTEAM 9REPS 5
Anchor Wealth Management Group LLC
RIAWest Palm Beach, FL
AUM $233MTEAM 1REPS 2
D C Voss & Company, LLC
RIAAUM $233MTEAM 1REPS 1
Sundvold Financial
RIAColumbia, MO
AUM $233MTEAM 5REPS 6
Summit Financial Advisors, Inc.
RIAMiddletown, OH
AUM $233MTEAM 4REPS 5
Lizard Investors LLC
RIAChicago, IL
AUM $233MTEAM 2REPS 4
High River Resources Management LLC
RIADallas, TX
AUM $233MTEAM 10REPS 3
Oberon Asset Management, LLC
RIANew York, NY
AUM $233MTEAM 4REPS 1
Klein Pavlis & Peasley Financial, Inc.
RIAIrvine, CA
AUM $233MTEAM 5REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?