RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Athena Wealth Management, LLC
RIAReno, NV
AUM $174MTEAM 3REPS 1
Chancellor Wealth Management, Inc.
RIAAtlanta, GA
AUM $174MTEAM 3REPS 2
Ivanoff Wealth Management Inc.
RIACypress, CA
AUM $174MTEAM 3REPS 3
Infinity Financial Services Advisory
RIAOakland, CA
AUM $174MTEAM 35REPS 36
Levatus LLC
RIABoston, MA
AUM $174MTEAM 4REPS 2
CLP Asset Management, LLC
RIAAUM $174MTEAM 1REPS 3
Jaykay Wealth Advisors, Inc.
RIAHouston, TX
AUM $174MTEAM 6REPS 3
Servo Wealth Management LLC
RIAOklahoma City, OK
AUM $174MTEAM 1REPS 1
Blakely Walters Wealth Management
RIAScottsdale, AZ
AUM $174MTEAM 7REPS 6
Pemberwick Investment Advisors, LLC
RIAGreenwich, CT
AUM $174MTEAM 2REPS 9
Pravati Capital LLC
RIAScottsdale, AZ
AUM $174MTEAM 11REPS 2
Anchor Point Financial
RIABakersfield, CA
AUM $174MTEAM 1REPS 1
Benchmark Capital Group Ltd.
RIAGalena, IL
AUM $174MTEAM 3REPS 3
Douglass Investment Group
RIAWichita, KS
AUM $174MTEAM 3REPS 2
RLB Financial
RIASpringfield, MO
AUM $174MTEAM 4REPS 3
Pinafore Wealth Counsel Inc.
RIADurham, NC
AUM $174MTEAM 2REPS 3
Neuenschwander Asset Management, LLC
RIAMcfarland, WI
AUM $174MTEAM 5REPS 3
Price Financial Group Wealth Management, Inc.
RIAPortland, OR
AUM $173MTEAM 7REPS 6
Lion Equity Investment Advisors, LLC
RIADenver, CO
AUM $173MTEAM 12REPS 2
IFC
RIAAuburn, CA
AUM $173MTEAM 7REPS 7
Paradigm Capital Management
RIAReno, NV
AUM $173MTEAM 1REPS 1
Tilden Loucks & Woodnorth LLC
RIAElmhurst, IL
AUM $173MTEAM 4REPS 3
Innis Investments
RIAAUM $173MTEAM 2REPS 1
Asco Financial Group, Inc.
RIAKingston, PA
AUM $173MTEAM 2REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?