RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Von Colln Financial Group
RIAOgden, UT
AUM $101MTEAM 3REPS 1
Bespoke Investment Group, LLC
RIAHarrison, NY
AUM $101MTEAM 6REPS 5
Greystone Capital Partners Group LLC
RIAKansas City, MO
AUM $101MTEAM 4REPS 4
Wells Global Investment Advisers LLC
RIAWinter Haven, FL
AUM $101MTEAM 3REPS 2
Integrated Benefits, Incorporated
RIAAUM $101MTEAM 2REPS 2
Clearview Financial, Inc.
RIASan Diego, CA
AUM $101MTEAM 2REPS 2
Palomar Advisors Inc.
RIAAUM $101MTEAM 2REPS 2
Perkins Wealth Advantage
RIAAUM $101MTEAM 2REPS 1
Wealthmark Advisory Group, LLC
RIAAUM $101MTEAM 1REPS 1
Corwin Company LLC
RIAIndianapolis, IN
AUM $101MTEAM 1REPS 1
Wrwco, LLC
RIAAUM $101MTEAM 4REPS 3
Asset Management Associates
RIAAUM $101MREPS 2
Endurance Financial Planning, LLC
RIAMcallen, TX
AUM $101MTEAM 4REPS 4
Zeches Wealth Management
RIATucson, AZ
AUM $101MTEAM 4REPS 5
Rock Creek Wealth Management
RIAHillsboro, OR
AUM $101MTEAM 3REPS 3
CMH Wealth Management
RIADallas, TX
AUM $101MTEAM 3REPS 3
RGA Investment Advisors, LLC
RIAGreat Neck, NY
AUM $101MTEAM 4REPS 3
Capital Investment Services, LLC
RIALynnwood, WA
AUM $101MTEAM 2REPS 2
Suttle Crossland Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $101MTEAM 2REPS 2
Beacon Associates Wealth Management, LLC
RIAMaumee, OH
AUM $101MTEAM 4REPS 3
Local Asset Management LLC
RIALas Vegas, NV
AUM $101MTEAM 4REPS 2
Ensign Advisory Partners LLC
RIAGilbert, AZ
AUM $101MTEAM 3REPS 3
Align Wealth Advisors
RIALaguna Hills, CA
AUM $101MTEAM 5REPS 2
Ascent Advisors
RIAMankato, MN
AUM $101MTEAM 9REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?