RIAs: $100M – $500M AUM
7,828 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
C&S Investment
RIAVaduz Vaduz
AUM $146MTEAM 8REPS 3
West Tower Group, LLC
RIARichmond, VA
AUM $146MTEAM 8REPS 3
The Life Group Financial Services
RIADubuque, IA
AUM $146MTEAM 4REPS 5
Kruse Asset Management, LLC
RIAChicago, IL
AUM $146MTEAM 2REPS 4
Westbound Equity Management, LLC
RIAPalo Alto, CA
AUM $146MTEAM 5REPS 3
FMB Retirement Services
RIAWestlake Village, CA
AUM $146MTEAM 12REPS 7
Jefferson Bridge Capital, LLC
RIANashville, TN
AUM $146MTEAM 3REPS 3
Manna Wealth Management
RIAMiami Beach, FL
AUM $146MTEAM 2REPS 1
Peterson Investment Management Inc
RIAAUM $146MTEAM 2REPS 2
Ankerstar Wealth, LLC
RIALeander, TX
AUM $146MTEAM 8REPS 6
Core Alpha, Inc.
RIARochester, NY
AUM $146MTEAM 3REPS 3
Campbell Asset Management, LLC
RIAChattanooga, TN
AUM $146MTEAM 4REPS 3
Millennial Wealth Advisors
RIAAUM $146MTEAM 2REPS 2
MFG Wealth Management, Inc.
RIAIndianapolis, IN
AUM $146MTEAM 4REPS 4
Arden Global Family Offices
RIAAUM $146MTEAM 3REPS 3
Mercantile Investment Advisors
RIAWichita Falls, TX
AUM $146MTEAM 3REPS 2
Foresee Wealth Advisors
RIABellevue, WA
AUM $146MTEAM 2REPS 2
Eagle Financial Strategies
RIABangor, ME
AUM $146MTEAM 6REPS 3
KMF Investments Management, LLC
RIAAUM $146MTEAM 4REPS 4
North Compass Financial Advisors, LLC
RIAGrand Rapids, MN
AUM $146MTEAM 4REPS 2
The Stewardship Center, Inc.
RIAAUM $146MTEAM 2REPS 2
Cornerstone Wealth Partners, LLC
RIAOkemos, MI
AUM $146MTEAM 15REPS 12
KI Capital Wealth Management US LLC
RIAMiami, FL
AUM $146MTEAM 5REPS 5
Scalebuilder, LLC
RIANew York, NY
AUM $146MTEAM 4REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?