RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Inversiones Sura
RIAMiami, FL
AUM $160MTEAM 1REPS 3
The Wealth Group, Ltd
RIARaleigh, NC
AUM $160MTEAM 8REPS 5
Encore Global Management LP
RIAHouston, TX
AUM $160MTEAM 2REPS 2
Arbor Private Wealth, LLC
RIAAshburn, VA
AUM $160MTEAM 2REPS 2
Little River Capital Partners, LP
RIAAUM $160MTEAM 8REPS 4
Turloff Financial Consulting Inc.
RIAAUM $160MTEAM 2REPS 2
Pendleton Financial Wealth Management
RIARaleigh, NC
AUM $160MTEAM 4REPS 1
Hazlett Wealth Management LLC
RIAKetchum, ID
AUM $160MTEAM 1REPS 1
Iron Gate Wealth Advisors, LLC
RIAPoland, OH
AUM $160MTEAM 3REPS 2
Feldstein, Steven Dba Steven Feldstein & Associates
RIAAUM $160MTEAM 4REPS 1
Sequinox Wealth Management, LLC
RIALancaster, PA
AUM $160MTEAM 7REPS 4
Spectrum Advisors, Inc.
RIAPlano, TX
AUM $160MTEAM 9REPS 5
Fidelis Financial Planning, LLC
RIAMO
AUM $160MTEAM 2REPS 1
Sequoia Planning & Investments LLC
RIAAUM $160MTEAM 2REPS 1
Warnke/Nichols Ltd.
RIADelafield, WI
AUM $160MTEAM 2REPS 3
Kensington Financial Advisors LLC
RIARoseland, NJ
AUM $160MTEAM 2REPS 2
Steady Returns
RIAAUM $160MTEAM 3REPS 2
TRM Advisors LP
RIASouthfield, MI
AUM $160MTEAM 9REPS 2
Blue Water Capital Management, LLC
RIAApex, NC
AUM $160MTEAM 2REPS 2
Season Investments, LLC
RIAColorado Springs, CO
AUM $160MTEAM 3REPS 3
Read & Powell Financial Services, LLC
RIAElko, NV
AUM $160MTEAM 3REPS 3
Wiregrass Asset Management
RIAThomasville, GA
AUM $160MTEAM 3REPS 1
RAI Wealth Management
RIAPlacentia, CA
AUM $160MTEAM 5REPS 4
Moulton Wealth Management, Inc
RIASpokane Valley, WA
AUM $160MTEAM 5REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?