RIAs: $100M – $500M AUM
7,832 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Clearshares LLC
RIAMarco Island, FL
AUM $382MTEAM 3REPS 3
Financial Planning Hawaii, Inc.
RIAHonolulu, HI
AUM $382MTEAM 5REPS 6
Proctor Financial
RIASherborn, MA
AUM $382MTEAM 5REPS 2
Carter Financial Group, Inc.
RIABarrington, IL
AUM $382MTEAM 9REPS 6
Destiny Capital Corporation
RIADenver, CO
AUM $382MTEAM 11REPS 10
Pictet Asset Management (USA) Corp
RIANew York, NY
AUM $382MTEAM 14REPS 7
Sonoma Brands Capital
RIASonoma, CA
AUM $382MTEAM 6REPS 1
Dean Financial Services
RIABeavercreek, OH
AUM $382MTEAM 9REPS 6
Kirtland Hills Capital Management, LLC
RIABratenahl, OH
AUM $382MTEAM 2REPS 2
Snyder Wealth Group
RIAMedford, NY
AUM $382MTEAM 10REPS 7
Blue Rock Financial Group
RIARehoboth Beach, DE
AUM $382MTEAM 10REPS 3
WWM Financial
RIACarlsbad, CA
AUM $382MTEAM 8REPS 5
Pecaut Wealth Management
RIASioux City, IA
AUM $382MTEAM 6REPS 3
Harbour Investment Management L.L.C.
RIAEdmonds, WA
AUM $382MTEAM 6REPS 5
Unique Wealth Strategies
RIABurr Ridge, IL
AUM $382MTEAM 10REPS 5
Sculati Wealth Management, LLC
RIABloomfield Hills, MI
AUM $381MTEAM 4REPS 4
Palisade Infrastructure
RIANew York, NY
AUM $381MTEAM 5REPS 5
Landing Point Financial Group
RIAAvon, OH
AUM $381MTEAM 28REPS 8
Rf&L Wealth Management, LLC
RIAActon, MA
AUM $381MTEAM 3REPS 3
Rubey & Rust Capital Management, LLC
RIAAUM $381MTEAM 3REPS 2
Myriad Asset Management Advisors LLC
RIAWest Palm Beach, FL
AUM $381MTEAM 5REPS 3
Resolute Capital Asset Partners LLC
RIADenver, CO
AUM $381MTEAM 8REPS 2
Wealth Benefit Advisors, LLC
RIAHouston, TX
AUM $381MTEAM 5REPS 2
Buttonwood Capital Management (Bcm)
RIAScottsdale, AZ
AUM $381MTEAM 6REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?