RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Familywealth Asset Management
RIALake Mary, FL
AUM $177MTEAM 4REPS 5
Hull Tactical
RIAChicago, IL
AUM $177MTEAM 11REPS 3
Prosperitea Planning
RIAGreenfield, MA
AUM $177MTEAM 4REPS 4
Stillwater Private Wealth
RIAAUM $177MTEAM 4REPS 4
Torrey Wealth, LLC
RIASan Diego, CA
AUM $177MTEAM 1REPS 2
Bradyco Financial
RIAAUM $177MTEAM 1REPS 1
ENR Asset Management, Incorporated
RIAWestmount Quebec
AUM $177MTEAM 3REPS 1
Greybox Investments
RIABirmingham, AL
AUM $177MTEAM 3REPS 3
Prime Meridian Capital Management, LLC
RIAWalnut Creek, CA
AUM $177MTEAM 9REPS 4
Beyond Financial Services
RIAFremont, CA
AUM $177MTEAM 4REPS 1
Ladd Capital Management LLC
RIANew Haven, CT
AUM $177MREPS 2
Bannerman Wealth
RIALewisville, TX
AUM $177MTEAM 6REPS 4
Capstone Investment Group
RIAOlympia, WA
AUM $176MTEAM 12REPS 6
Highbury Park LLC
RIAAUM $176MTEAM 1REPS 1
Quantor Capital LLC
RIAHouston, TX
AUM $176MTEAM 4REPS 5
Emvision Capital Advisors, LLC
RIAAurora, OH
AUM $176MTEAM 14REPS 11
Collins Advisors, LLC
RIABuffalo, NY
AUM $176MTEAM 3REPS 3
Pointer Financial Advisors LLC
RIAColumbia, MD
AUM $176MTEAM 5REPS 2
Advisorengine Portfolio Solutions Inc.
RIARaleigh, NC
AUM $176MTEAM 1REPS 6
Livelsberger Financial Advisory
RIAAshland, OH
AUM $176MTEAM 4REPS 1
Parable Wealth Advisors
RIASt. Augustine, FL
AUM $176MTEAM 5REPS 5
Nerad + Deppe Wealth Management
RIALa Jolla, CA
AUM $176MTEAM 2REPS 2
Collar Capital Management, LLC
RIAAppleton, WI
AUM $176MTEAM 3REPS 4
Corbett Road Capital Management, LLC
RIAMclean, VA
AUM $176MTEAM 5REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?