RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Nolan Management LLC
RIAHermosa Beach, CA
AUM $450MTEAM 8REPS 2
Timonier
RIAWinston Salem, NC
AUM $450MTEAM 8REPS 5
Global Trust
RIAPalm Beach Gardens, FL
AUM $450MTEAM 12REPS 11
Waterequity LLC
RIAKansas City, MO
AUM $450MTEAM 44REPS 8
Perry Capital Partners LLC
RIAAUM $450MTEAM 1REPS 1
Mitchell & Pahl Private Wealth
RIAOklahoma City, OK
AUM $450MTEAM 4REPS 2
Capital Square, LLC
RIAAthens, TN
AUM $450MTEAM 11REPS 11
Hazard & Siegel Advisory Services LLC
RIASyracuse, NY
AUM $450MTEAM 24REPS 27
Guidance Capital, Inc.
RIALouisville, KY
AUM $450MTEAM 10REPS 8
Mustard Seed Wealth Management
RIAMagnolia, AR
AUM $449MTEAM 10REPS 10
Quaker Wealth Management LLC
RIAMoorestown, NJ
AUM $449MTEAM 7REPS 5
Silverleafe Capital Partners, LLC
RIAGermantown, TN
AUM $449MTEAM 7REPS 7
Avant Management LLC
RIADenver, CO
AUM $449MTEAM 8REPS 3
Nikulski Financial, Inc.
RIABettendorf, IA
AUM $449MTEAM 10REPS 6
Square Circle Ia LP
RIABoston, MA
AUM $449MTEAM 3REPS 2
Westbourne Investment Advisors Inc.
RIAAnnapolis, MD
AUM $449MTEAM 6REPS 6
Main Line Retirement Advisors, LLC
RIAWhitefish, MT
AUM $449MTEAM 3REPS 2
Darby International Capital
RIAAUM $448MTEAM 9REPS 3
Osprey Private Wealth LLC
RIANew York, NY
AUM $448MTEAM 6REPS 4
Harbour Group Industries, Inc.
RIASaint Louis, MO
AUM $448MTEAM 25REPS 6
Merit Capital Partners VI, LLC
RIAChicago, IL
AUM $448MTEAM 19REPS 0
Adkins Seale Capital Management LLC
RIAShreveport, LA
AUM $448MTEAM 3REPS 2
Advocates Wealth Planning
RIAHouston, TX
AUM $448MTEAM 6REPS 4
Cadence Wealth Management LLC
RIAWestborough, MA
AUM $448MTEAM 7REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?