RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Rockbridge Asset Management, LLC
RIAAlexandria, VA
AUM $218MTEAM 4REPS 3
Allstreet Capital LLC
RIALos Angeles, CA
AUM $218MTEAM 3REPS 2
Jackson Hill Advisors, LLC
RIAHouston, TX
AUM $218MTEAM 3REPS 2
Ironclad Investments LLC
RIAMaitland, FL
AUM $218MTEAM 2REPS 1
Madden Funds Management
RIAOak Park, IL
AUM $218MTEAM 3REPS 3
Arrow Wealth Advisory LLC
RIAAUM $218MTEAM 1REPS 1
Oppvest, LLC
RIANew York, NY
AUM $218MTEAM 5REPS 2
Dobson Asset Management
RIAPetaluma, CA
AUM $218MTEAM 3REPS 3
Cedrus Wealth Group
RIAAndover, MN
AUM $218MTEAM 7REPS 5
Prescott Advisors, LLC
RIADallas, TX
AUM $218MTEAM 21REPS 4
Enspyre Wealth Advisors, Inc.
RIAWoodbury, MN
AUM $218MTEAM 3REPS 1
Sound Financial Strategies Group, LLC
RIAMadison, MS
AUM $218MTEAM 7REPS 4
Parker Financial Advisors LLC
RIAHouston, TX
AUM $218MTEAM 2REPS 2
Affinity Wealth LLC
RIACanton, OH
AUM $218MTEAM 5REPS 3
Callahan Capital Management
RIASteamboat Springs, CO
AUM $217MTEAM 5REPS 4
Presidio Wealth Management
RIAMidvale, UT
AUM $217MTEAM 5REPS 4
Advanced Portfolio Strategies
RIATorrance, CA
AUM $217MTEAM 6REPS 9
White Rock Capital
RIADallas, TX
AUM $217MTEAM 2REPS 2
Wealthtrust Asset Management, LLC
RIADestin, FL
AUM $217MTEAM 7REPS 6
Ciovacco Capital Management
RIAAUM $217MTEAM 2REPS 1
Sheridan Capital Management, LLC
RIAAUM $217MTEAM 1REPS 1
Grange Capital, LLC
RIABeaverton, OR
AUM $217MTEAM 6REPS 4
New Horizon Financial Strategies, LLC
RIAIthaca, NY
AUM $217MTEAM 7REPS 3
Costello Financial Planning, Inc.
RIAAUM $217MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?