RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Family Wealth Partners, LLC
RIAMatthews, NC
AUM $392MTEAM 11REPS 6
Schorn Wealth
RIAEnglewood, FL
AUM $392MTEAM 9REPS 5
Darrow Wealth Management
RIANeedham, MA
AUM $392MTEAM 5REPS 3
Eastover Capital Management
RIACharlotte, NC
AUM $392MTEAM 4REPS 4
S&A Financial Services, Inc.
RIAOverland Park, KS
AUM $392MTEAM 7REPS 4
Miura Investment Advisors, Inc
RIAMiami, FL
AUM $392MTEAM 6REPS 13
Highpeak Energy Management, LLC
RIAFort Worth, TX
AUM $392MTEAM 3REPS 4
Promethean Investments
RIAEdinburgh
AUM $392MTEAM 3REPS 2
Fifth Partners Management, LLC
RIADallas, TX
AUM $392MTEAM 28REPS 1
SGL Investment Advisors, Inc.
RIAMissoula, MT
AUM $392MTEAM 7REPS 21
Siebert Advisornxt, LLC
RIANew York, NY
AUM $392MTEAM 43REPS 42
Moon Capital Management, LLC
RIAKnoxville, TN
AUM $392MTEAM 6REPS 4
Wealth Quarterback LLC
RIAToms River, NJ
AUM $391MTEAM 11REPS 6
DRC Investment Advisors, LLC
RIASanta Monica, CA
AUM $391MTEAM 4REPS 2
Oxinas Partners Wealth Management
RIAJeffersonville, IN
AUM $391MTEAM 8REPS 6
Equita Financial Network, Inc.
RIAFort Washington, PA
AUM $391MTEAM 19REPS 16
Post Oak Private Wealth Advisors
RIAHouston, TX
AUM $391MTEAM 7REPS 7
Paskin & Berler Capital Advisors, LLC
RIAAUM $391MTEAM 4REPS 2
1776 Wealth LLC
RIASandy Springs, GA
AUM $391MTEAM 2REPS 3
Astra Asset Management UK Limited
RIALondon
AUM $391MTEAM 21REPS 5
Evans Investment Advisors, L.L.C.
RIABaton Rouge, LA
AUM $391MTEAM 5REPS 4
Hillcrest Wealth Advisors - Ny, LLC
RIAHolmdel, NJ
AUM $391MTEAM 2REPS 1
Stoneridge Pmg Advisors, LLC
RIARadnor, PA
AUM $391MTEAM 8REPS 6
Platt Wealth Management
RIASan Diego, CA
AUM $391MTEAM 5REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?