RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
JPS Financial, LLC
RIAWestlake, OH
AUM $377MTEAM 4REPS 4
Northstar Advisory Group, LLC
RIANorthfield, NJ
AUM $377MTEAM 9REPS 3
Commonwealth Retirement Investments LLC
RIARichmond, VA
AUM $377MTEAM 12REPS 5
Advisor Share Wealth Management, LLC
RIAVancouver, WA
AUM $377MTEAM 47REPS 44
Volterra Technologies LP
RIANew York, NY
AUM $377MTEAM 4REPS 1
Olde Wealth Management, LLC
RIAAUM $377MTEAM 3REPS 2
Strategic Planning, Inc.
RIAColumbus, OH
AUM $377MTEAM 4REPS 3
Intelligent Capitalworks
RIAScottsdale, AZ
AUM $377MTEAM 6REPS 5
Kleinfelder Capital, Inc.
RIACincinnati, OH
AUM $377MTEAM 5REPS 3
Palm Drive Capital LLC
RIANew York, NY
AUM $376MTEAM 7REPS 3
Rhodes Investment Advisors, Inc.
RIAFort Worth, TX
AUM $376MTEAM 9REPS 9
Christy Capital Management, Inc.
RIAMacon, GA
AUM $376MTEAM 22REPS 13
Concorde Investment Management
RIADallas, TX
AUM $376MTEAM 6REPS 4
Stonecrest Wealth Management, Inc
RIAChandler, AZ
AUM $376MTEAM 4REPS 3
Findell Capital Management LLC
RIANew York, NY
AUM $376MTEAM 3REPS 3
Prosperity Advisers, LLC
RIAHorsham, PA
AUM $376MTEAM 8REPS 3
Dover Advisors, LLC
RIAAUM $376MTEAM 7REPS 6
Marin Bay Wealth Advisors, LLC
RIASan Anselmo, CA
AUM $376MTEAM 2REPS 2
Melkonian Capital Management, LLC
RIANew York, NY
AUM $375MTEAM 5REPS 2
Abbey Street
RIAEden Prairie, MN
AUM $375MTEAM 13REPS 7
Retirement Planning Group, LLC
RIAMalta, NY
AUM $375MTEAM 8REPS 4
Jaguar Growth Asset Management, LLC
RIAMiami, FL
AUM $375MTEAM 10REPS 3
Hilton Head Financial Advisors, Inc.
RIAHilton Head Island, SC
AUM $375MTEAM 3REPS 1
Cultivar Capital, Inc.
RIADenton, TX
AUM $375MTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?