RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Econologics Financial Advisors
RIALargo, FL
AUM $183MTEAM 18REPS 9
J.M. Arbour, LLC
RIAGardiner, ME
AUM $183MTEAM 12REPS 9
Sandy Morris Financial & Estate Planning Services, LLC
RIATampa, FL
AUM $183MTEAM 8REPS 4
Tide Cove Capital Partners LLC
RIAAUM $183MTEAM 2REPS 2
Miller, Gesko & Company Inc.
RIABuffalo, NY
AUM $183MTEAM 5REPS 5
Williamson Legacy Group, LLC
RIAAUM $183MTEAM 6REPS 6
Greg Jennings, LLC
RIASyracuse, NY
AUM $183MTEAM 3REPS 3
Nardis Advisors LLC
RIAAUM $183MTEAM 6REPS 4
Hoffmann Hermanson
RIADenver, CO
AUM $183MTEAM 2REPS 2
George M. Hiller Companies, LLC
RIAAtlanta, GA
AUM $183MTEAM 5REPS 5
Walton Financial
RIABirmingham, AL
AUM $183MTEAM 7REPS 3
Altamont Wealth Management, Inc.
RIALivermore, CA
AUM $183MTEAM 3REPS 1
Anchored Financial Planning LLC
RIAWest Deptford, NJ
AUM $183MTEAM 5REPS 3
OFC Wealth Management
RIAAUM $183MTEAM 2REPS 2
White Wing Wealth Management, LLC
RIAThe Woodlands, TX
AUM $183MTEAM 5REPS 2
Genter Advisors LLC
RIALos Angeles, CA
AUM $183MTEAM 63REPS 16
Marathon Strategic Advisors, LLC
RIAPittsburgh, PA
AUM $183MTEAM 2REPS 1
Kuhn & Company Investment Counsel, LLC
RIAChicago, IL
AUM $183MTEAM 3REPS 4
Invariant Investment Management
RIACamp Hill, PA
AUM $183MTEAM 7REPS 6
Snavely Associates Financial Services
RIALemoyne, PA
AUM $183MTEAM 2REPS 2
Godfrey Financial Associates, Inc.
RIAGlenmont, NY
AUM $183MTEAM 3REPS 3
Summit Wealth Group, LLC
RIATulsa, OK
AUM $182MTEAM 8REPS 3
Wold Financial Group
RIAMendota Heights, MN
AUM $182MTEAM 3REPS 3
The Pension Group
RIADublin, OH
AUM $182MTEAM 9REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?