RIAs: $100M – $500M AUM
7,635 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
RFG WEALTH ADVISORY
RIALANTANA, TX
AUM $477MTEAM 9REPS 5
MBM WEALTH CONSULTANTS, LLC
RIACHESTERFIELD, MO
AUM $477MTEAM 15REPS 10
ANDRA CAPITAL LLC
RIASAN FRANCISCO, CA
AUM $477MTEAM 5REPS 2
ARBORSTONE FINANCIAL, LLC
RIAANDOVER, MA
AUM $476MTEAM 5REPS 4
THE INVICTUS COLLECTIVE, LLC
RIAPARK RIDGE, IL
AUM $476MTEAM 5REPS 4
EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC
RIALAKEWOOD, CO
AUM $476MTEAM 3REPS 2
WIMMER ASSOCIATES LLC
RIAPASADENA, CA
AUM $476MTEAM 4REPS 3
G&S CAPITAL LLC
RIAENGLEWOOD, CO
AUM $476MTEAM 9REPS 6
ONEASCENT WEALTH MANAGEMENT
RIAHOOVER, AL
AUM $476MTEAM 23REPS 15
SOURCE CAPITAL, LLC
RIAAtlanta, GA
AUM $475MTEAM 18REPS 4
XENDIA WEALTH LLC
RIAMIAMI, FL
AUM $475MTEAM 5REPS 6
ALLGEN FINANCIAL ADVISORS, INC.
RIAORLANDO, FL
AUM $475MTEAM 17REPS 12
HORIKO CAPITAL MANAGEMENT LLC
RIANew York, NY
AUM $475MTEAM 6REPS 2
HAMMOND ILES WEALTH ADVISORS
RIAWETHERSFIELD, CT
AUM $475MTEAM 7REPS 5
THE O.H.I.O. FUND
RIACLEVELAND, OH
AUM $475MTEAM 10REPS 5
NOCTUA INTERNATIONAL WMG, LLC
RIAMIAMI, FL
AUM $474MTEAM 7REPS 4
TRUEBLOOD WEALTH MANAGEMENT, LLC
RIALIMA, OH
AUM $474MTEAM 3REPS 5
PROEM ADVISORS LLC
RIADALLAS, TX
AUM $474MTEAM 5REPS 3
MARKOWSKI INVESTMENTS
RIAAUM $474MTEAM 11REPS 11
SPIELBERGER & BROOKS, INC.
RIAWOODBURY, NY
AUM $474MTEAM 2REPS 2
SDS REAL ESTATE ADVISORS
RIALos Angeles, CA
AUM $474MTEAM 14REPS 2
CAPE INVESTMENT ADVISORY, INC.
RIAMCDONOUGH, GA
AUM $474MTEAM 34REPS 30
TOWLE & CO
RIADENVER, CO
AUM $474MTEAM 9REPS 7
THE WELLINGTON GRP LLC
RIAINDIANAPOLIS, IN
AUM $474MTEAM 10REPS 11
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?