RIAs: $100M – $500M AUM

7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.

Leibman Financial Servces, Inc.

RIA

Louisville, NE

AUM $173MTEAM 4REPS 5

Winning Points Advisors, L.L.C.

RIA

Boca Raton, FL

AUM $173MTEAM 2REPS 1

Gasaway Investment Advisors, Inc.

RIA

Kalamazoo, MI

AUM $173MTEAM 13REPS 5

International Asset Management

RIA

San Mateo, CA

AUM $173MTEAM 5REPS 5

Azzendo Wealth Advisors

RIA

Hollywood, FL

AUM $173MTEAM 2REPS 1

Agility Equity Partners

RIA

Pittsburgh, PA

AUM $173MTEAM 7REPS 4

Wabash Capital, Inc.

RIA

Terre Haute, IN

AUM $173MTEAM 3REPS 4

Shuttleworth & Company

RIA

Powell, OH

AUM $173MTEAM 3REPS 2

Advanced Capital Advisors, LLC

RIA

Fairfield, CT

AUM $173MTEAM 3REPS 2

Zynergy Retirement Planning

RIA

Red Bank, NJ

AUM $173MTEAM 6REPS 4

Stronghold Wealth Management L.L.C.

RIA

Tampa, FL

AUM $173MTEAM 2REPS 2

Barington Companies Investors, LLC

RIA

New York, NY

AUM $173MTEAM 9REPS 2

Haybeach Capital Management, LLC

RIA

Rye, NY

AUM $173MTEAM 4REPS 3

Midwestern Financial Group

RIA

Iowa City, IA

AUM $173MTEAM 3REPS 3

Ridgeline Private Wealth

RIA

Mesa, AZ

AUM $173MTEAM 6REPS 4

Liberty Asset Management, Inc.

RIA

Woodridge, IL

AUM $173MTEAM 3REPS 3

Cornermen Financial, LLC

RIA

San Antonio, TX

AUM $173MTEAM 4REPS 4

Yanni & Associates Investment Advisors, LLC

RIA

Wexford, PA

AUM $173MTEAM 2REPS 2

Wealthbuilders Investments

RIA

Greenwood Village, CO

AUM $173MTEAM 8REPS 5

Walnut Private Equity Partners, LLC

RIA

Omaha, NE

AUM $173MTEAM 3REPS 6

Alluvial Capital Management, LLC

RIA

AUM $173MTEAM 2REPS 1

Wealth Management Solutions

RIA

Scottsdale, AZ

AUM $173MTEAM 4REPS 1

Cedar Valley Wealth Advisors

RIA

Cedar Falls, IA

AUM $173MTEAM 3REPS 3

SF Advisers, LLC

RIA

Boston, MA

AUM $173MTEAM 34REPS 7

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo