RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Dishmi Capital, LLC
RIAPasadena, CA
AUM $215MTEAM 4REPS 5
Consilium, LLC
RIABoulder, CO
AUM $215MTEAM 1REPS 1
Providence Financial and Insurances, Inc.
RIAWoodland Hills, CA
AUM $215MTEAM 16REPS 6
Financial Service Group Inc
RIACaledonia, WI
AUM $215MTEAM 8REPS 5
Florian Financial Group LLC
RIAWilliamsville, NY
AUM $215MTEAM 8REPS 3
Broadway Advisor Group
RIAAlbany, NY
AUM $215MTEAM 4REPS 2
Simplyria Advisor Network
RIABrighton, MI
AUM $215MTEAM 29REPS 23
Schultz Financial Group Incorporated
RIAReno, NV
AUM $215MTEAM 4REPS 5
Powerhouse Assets LLC
RIAAUM $215MTEAM 3REPS 3
Kinwell LLC
RIACharleston, SC
AUM $215MTEAM 2REPS 2
Downshift Financial
RIAAUM $215MTEAM 3REPS 3
Archon Capital Management LLC
RIASeattle, WA
AUM $215MTEAM 6REPS 3
Hallstatt Advisors L.P.
RIAAUM $215MTEAM 2REPS 2
Eastsound Capital Advisors, LLC
RIAAUM $215MTEAM 8REPS 7
UTA LLC
RIAVancouver, WA
AUM $215MTEAM 2REPS 2
Jcsd Capital, LLC
RIAWalnut Creek, CA
AUM $215MTEAM 4REPS 3
Quest Wealth Solutions, Inc.
RIAMansfield, OH
AUM $215MTEAM 4REPS 2
Kinetic Wealth Investment Advisors, LLC
RIAWestlake, OH
AUM $215MTEAM 3REPS 3
Noblebridge Wealth
RIAAUM $215MTEAM 8REPS 6
Mission Trail Capital Management, LLC
RIAAustin, TX
AUM $215MTEAM 4REPS 3
Ajax Health Management Company, LLC
RIAMenlo Park, CA
AUM $215MTEAM 19REPS 4
Wealth With No Regrets®
RIAAlpharetta, GA
AUM $214MTEAM 13REPS 4
4thought Financial Group Inc.
RIASyosset, NY
AUM $214MTEAM 6REPS 5
Continuity Wealth Management, Corp.
RIAPortland, OR
AUM $214MTEAM 4REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?