RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Financial Discovery
RIAAtlanta, GA
AUM $118MTEAM 3REPS 3
JR Mesenburg And Associates, LLC
RIAColumbus, OH
AUM $118MTEAM 1REPS 1
Tone Capital, LLC
RIARichmond, VA
AUM $118MTEAM 4REPS 4
TRG Capital Management, Inc.
RIARaleigh, NC
AUM $118MTEAM 5REPS 4
LCV Management, LP
RIAAUM $118MTEAM 5REPS 2
Pinnacle Wealth Management, Inc.
RIABrighton, MI
AUM $118MTEAM 4REPS 4
Vanderpol Investments L.L.C.
RIACaledonia, MI
AUM $118MTEAM 3REPS 3
Laurelhurst Asset Management LLC
RIAPortland, OR
AUM $118MTEAM 1REPS 1
CS Advisors Inc.
RIABoca Raton, FL
AUM $118MTEAM 3REPS 3
Staib Financial Planning, LLC
RIAAUM $118MTEAM 1REPS 1
Blue Sky Investment Partners, Inc.
RIAEvanston, IL
AUM $118MTEAM 1REPS 1
Investment & Tax Strategies, Inc.
RIAAUM $118MTEAM 1REPS 1
Crosspoint Capital Management
RIAOrinda, CA
AUM $118MTEAM 2REPS 2
Cornerstone Financial
RIAAtlanta, GA
AUM $118MTEAM 3REPS 3
One Life Financial Group, Inc.
RIAAUM $118MTEAM 6REPS 3
GVS Financial Group, Inc.
RIAAUM $118MTEAM 1REPS 1
ARK Wealth Advisors, LLC
RIAYorba Linda, CA
AUM $118MTEAM 5REPS 2
South Shore Investment Services LLC
RIANorwell, MA
AUM $118MTEAM 5REPS 2
Texas Financial Advisory
RIASan Antonio, TX
AUM $118MTEAM 7REPS 1
AEM Asset Management, LLC
RIASomerset, NJ
AUM $118MTEAM 2REPS 3
Meridian Wealth Management
RIAAUM $118MTEAM 4REPS 4
AK Global Asset Management, LLC
RIAOakland, CA
AUM $118MTEAM 2REPS 3
Hunt Investment Management, LLC
RIANew York, NY
AUM $118MTEAM 22REPS 8
Wealth Engineers, LLC
RIADenver, CO
AUM $118MTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?