RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
BPC Advisors LLC
RIAEast Syracuse, NY
AUM $158MTEAM 2REPS 2
AIM Advisors, LLC
RIARaleigh, NC
AUM $158MTEAM 5REPS 3
Graetz Wealth
RIAJenison, MI
AUM $158MTEAM 3REPS 3
Fc360 Wealth Management, Inc.
RIARoseville, CA
AUM $158MTEAM 1REPS 1
MKT Capital LLC
RIAAUM $158MTEAM 3REPS 3
Gilbert Capital Group
RIAAUM $158MTEAM 3REPS 2
The Eideard Group, LLC
RIABedford, NH
AUM $158MTEAM 3REPS 1
H Partners Management LLC
RIANew York, NY
AUM $158MTEAM 9REPS 2
Provident Living Financial Services
RIALehi, UT
AUM $158MTEAM 3REPS 3
Fonte Financial Advisors
RIACarlsbad, CA
AUM $158MTEAM 3REPS 2
Mission Investment Advisors LLC
RIAAUM $158MTEAM 2REPS 2
Perspective Wealth Advisors
RIALoveland, CO
AUM $158MTEAM 7REPS 5
Integral Financial Planning LLC
RIAAUM $158MTEAM 2REPS 1
M2 Capital Advisors
RIAValencia, CA
AUM $158MTEAM 6REPS 3
Garnett Investment Strategies
RIABeatrice, NE
AUM $158MTEAM 5REPS 2
Clarus Group LLC
RIANew York, NY
AUM $158MTEAM 2REPS 4
Hallett Advisors
RIAPort Angeles, WA
AUM $158MTEAM 5REPS 5
Srep Capital Management, LLC
RIAGreenwich, CT
AUM $158MTEAM 4REPS 3
Valoran Capital Management
RIAChicago, IL
AUM $158MTEAM 3REPS 2
Avocet Capital Management LLC
RIANorthbrook, IL
AUM $158MTEAM 2REPS 3
Strategic Wealth Management, LLC
RIABedford, TX
AUM $158MTEAM 4REPS 2
Waypoints Financial
RIASebring, FL
AUM $158MTEAM 3REPS 3
Outfitter Financial
RIABrunswick, ME
AUM $158MTEAM 4REPS 2
Trinity Capital Adviser LLC
RIAPhoenix, AZ
AUM $158MTEAM 106REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?