RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
IMZ Advisory Inc.
RIABoca Raton, FL
AUM $453MTEAM 4REPS 5
Endicott Capital
RIANew York, NY
AUM $453MTEAM 11REPS 4
Nova R Wealth, Inc.
RIAOverland Park, KS
AUM $453MTEAM 8REPS 4
Old North State Wealth Management, LLC
RIAWilmington, NC
AUM $453MTEAM 6REPS 6
Aspen Investment Management Inc.
RIAGrand Rapids, MI
AUM $452MTEAM 5REPS 5
Certior Financial Group, LLC
RIAKing Of Prussia, PA
AUM $452MTEAM 9REPS 8
Audent Global Asset Management, LLC
RIAWest Hollywood, CA
AUM $452MTEAM 7REPS 5
Pointe Capital Management LLC
RIAGrosse Pointe Farms, MI
AUM $452MTEAM 6REPS 7
Sarver Vrooman Wealth Advisors LLC
RIAKansas City, MO
AUM $452MTEAM 5REPS 4
RBA Wealth Management, LLC
RIANewport Beach, CA
AUM $452MTEAM 7REPS 4
Blackhawk Capital Partners, LLC
RIAThiensville, WI
AUM $452MTEAM 6REPS 8
Virtera Partners LLC
RIAPepper Pike, OH
AUM $452MTEAM 5REPS 4
Holcombe Financial, Inc.
RIABrookhaven, GA
AUM $452MTEAM 5REPS 3
Horizon Wealth Advisors
RIAHouston, TX
AUM $451MTEAM 4REPS 8
Edge Focus Capital Management, LLC
RIANew York, NY
AUM $451MTEAM 22REPS 4
Private Wealth Advisors
RIAFresno, CA
AUM $451MTEAM 6REPS 3
Wealthspan Partners, LLC
RIADavenport, IA
AUM $451MTEAM 6REPS 5
Juniper Investment Company
RIANew York, NY
AUM $451MTEAM 9REPS 2
Kinetic Investment Management, Inc.
RIALos Angeles, CA
AUM $451MTEAM 41REPS 31
IFC Personal Money Managers, Inc.
RIANew York, NY
AUM $451MTEAM 4REPS 3
Enzi Wealth
RIAAustin, TX
AUM $451MTEAM 7REPS 5
Havencrest Capital Management, LLC
RIADallas, TX
AUM $451MTEAM 14REPS 3
Stonecourt Capital LP
RIANew York, NY
AUM $451MTEAM 9REPS 3
M1 Capital Management LLC
RIATroy, MI
AUM $450MTEAM 12REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?