RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Vilga Financial Planning LLC
RIAAUM $169MTEAM 2REPS 3
ARK Royal Wealth Management LLC
RIARaleigh, NC
AUM $169MTEAM 4REPS 3
Financial Justus
RIAAUM $169MTEAM 1REPS 1
Private Harbour Investment Management & Counsel LLC
RIAAUM $169MTEAM 1REPS 1
Life Planning Advisors LLC
RIABigfork, MT
AUM $169MTEAM 4REPS 4
Planwiser Financial
RIAColorado Springs, CO
AUM $169MTEAM 6REPS 3
Family Legacy Planning
RIABentonville, AR
AUM $169MTEAM 3REPS 3
North Star Wealth Management
RIAAUM $169MTEAM 1REPS 1
Mccarley & Cook Financial Planners
RIACincinnati, OH
AUM $169MTEAM 2REPS 2
Checketts Partners Investment Management, LLC
RIAAUM $169MTEAM 5REPS 2
Path Capital Partners, LLC
RIANorth Miami Beach, FL
AUM $169MTEAM 4REPS 3
Gladwyn Financial Advisors, Inc.
RIAAUM $169MTEAM 3REPS 3
Rigden Capital Strategies
RIAEnglewood, CO
AUM $169MTEAM 6REPS 6
OBP Capital
RIARocky Mount, NC
AUM $169MTEAM 2REPS 2
Zinnia Wealth Advisory, LLC
RIAOcala, FL
AUM $169MTEAM 11REPS 4
Town Capital
RIABel Air, MD
AUM $169MTEAM 2REPS 1
Baleen Capital Management LLC
RIALas Vegas, NV
AUM $169MTEAM 1REPS 1
Staines Financial, LLC
RIARoseville, CA
AUM $169MTEAM 9REPS 4
Michael J. Porro & Co Financial Advisors, Inc.
RIAOld Tappan, NJ
AUM $169MTEAM 5REPS 3
Meyer Gates Financial Advisors, Inc
RIAWest Chester, OH
AUM $169MTEAM 6REPS 3
F5 Financial Planning, L.L.C.
RIAAUM $169MTEAM 3REPS 4
Overlay Management, LLC
RIAAlpharetta, GA
AUM $169MTEAM 16REPS 1
Hyco River Investments, Incorporated
RIAAUM $169MTEAM 3REPS 3
Lifepoint Planning
RIASchaumburg, IL
AUM $168MTEAM 3REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?