RIAs: $100M – $500M AUM
7,827 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Expert Financial Services, LLC
RIAWexford, PA
AUM $106MTEAM 1REPS 1
Sirius Wealth Management Strategies, LLC
RIAAUM $106MTEAM 1REPS 1
Imber Financial Group, LLC
RIAAnn Arbor, MI
AUM $106MTEAM 8REPS 4
Polero Ice Advisers
RIAAUM $106MTEAM 1REPS 1
Kyarsip Financial Advisors LLC
RIAAUM $106MTEAM 1REPS 1
Westpoint Wealth Management, LLC
RIABerea, OH
AUM $106MTEAM 9REPS 8
Lang Capital
RIABluffton, SC
AUM $106MTEAM 5REPS 2
Financial Planning Services
RIAThe Woodlands, TX
AUM $106MTEAM 1REPS 1
Truman Wealth Advisors
RIAColumbia, MO
AUM $106MTEAM 3REPS 3
Abacus Investments LLC
RIABirmingham, AL
AUM $106MTEAM 11REPS 4
Kairos Capital Management, LLC
RIABellevue, WA
AUM $106MTEAM 1REPS 1
Adelmann Financial, Inc.
RIAColorado Springs, CO
AUM $106MTEAM 3REPS 3
Markiz Wealth Management
RIAAUM $106MTEAM 2REPS 2
Delta Wealth Solutions, LLC
RIANorth Kansas City, MO
AUM $106MTEAM 2REPS 2
Harborlight Investments, LLC
RIAEl Cerrito, CA
AUM $106MTEAM 2REPS 2
Dana R. Norman
RIASwansea, MA
AUM $106MTEAM 2REPS 2
Rasp Wealth Solutions, LLC
RIAAUM $106MTEAM 2REPS 3
WWA Planning & Investments
RIAColumbus, IN
AUM $106MTEAM 4REPS 4
Strategic Financial Group, L.L.C.
RIAGrand Haven, MI
AUM $106MTEAM 4REPS 3
Candor Financial, LLC
RIAAUM $106MTEAM 1REPS 1
Russell Wealth Advisors
RIABoone, IA
AUM $106MTEAM 3REPS 3
Financial Design Studio, Inc.
RIADeer Park, IL
AUM $106MTEAM 4REPS 4
Changing Parameters, LLC
RIALos Altos, CA
AUM $105MTEAM 4REPS 3
Renew Family Wealth
RIAJupiter, FL
AUM $105MTEAM 5REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?