RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Buchanan Wealth Management
RIAReston, VA
AUM $212MTEAM 4REPS 2
OAC Capital Advisors LLC
RIAAUM $212MTEAM 5REPS 5
Diamond Wealth Management, LLC
RIAAlpine, UT
AUM $212MTEAM 6REPS 1
JMC Management, LLC
RIABoston, MA
AUM $212MTEAM 3REPS 2
Itrust Asset Management, LLC
RIALexington, KY
AUM $212MTEAM 4REPS 3
Orca Investment Management, LLC
RIALake Oswego, OR
AUM $212MTEAM 7REPS 9
Rossjohnson & Associates, LLC
RIAPlymouth, MN
AUM $212MTEAM 4REPS 4
Diamant Asset Management, Inc.
RIARidgefield, CT
AUM $212MTEAM 3REPS 4
Silver Lake Capital Partners
RIADallas, TX
AUM $212MTEAM 2REPS 1
KRM Financial Planning & Wealth Management, LLC
RIASt Charles, IL
AUM $211MTEAM 3REPS 1
Regatta Research & Money Management L.L.C.
RIAMetairie, LA
AUM $211MTEAM 8REPS 7
Virtue Asset Management LLC
RIABarrington, IL
AUM $211MTEAM 3REPS 3
Skylark Private Equity Partners, LP
RIADallas, TX
AUM $211MTEAM 7REPS 3
Blue Summit Wealth Management
RIASan Diego, CA
AUM $211MTEAM 2REPS 3
Centric Advisors, LLC
RIACypress, TX
AUM $211MTEAM 11REPS 6
Financial Rounds
RIABlue Ash, OH
AUM $211MTEAM 8REPS 5
Callaway Capital Management, LLC
RIANashville, TN
AUM $211MTEAM 4REPS 2
Peltoma Capital Partners
RIAAUM $211MTEAM 3REPS 3
Halbert Wealth Management, Inc
RIAAustin, TX
AUM $211MTEAM 5REPS 5
Apex Investment Group
RIAHudson, MA
AUM $211MTEAM 6REPS 6
Pinnacle Wealth Management, LLC
RIARoseville, CA
AUM $211MTEAM 5REPS 3
Shaffer Capital
RIAWesterville, OH
AUM $211MTEAM 7REPS 4
WMK Investment Partners
RIAAUM $211MTEAM 5REPS 4
Financial Counseling Resources LLC
RIAAUM $211MTEAM 4REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?