RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Oasis Advisors
RIAForest City, IA
AUM $278MTEAM 27REPS 23
Heritage Holding
RIABoston, MA
AUM $278MTEAM 17REPS 2
Harbor Island Capital LLC
RIATopsfield, MA
AUM $278MTEAM 2REPS 1
Universal Financial Advisors, LLC
RIASaint Louis, MO
AUM $277MTEAM 8REPS 10
Teucrium Investment Advisors, LLC
RIABurlington, VT
AUM $277MTEAM 12REPS 4
HBE Wealth Management, LLC
RIALincoln, NE
AUM $277MTEAM 5REPS 5
Kilter Group
RIAAUM $277MTEAM 13REPS 8
Delta Capital Management, LLC
RIAMaitland, FL
AUM $277MTEAM 9REPS 8
Tyner Capital Management Investment Counsel, Inc.
RIASignal Mountain, TN
AUM $277MTEAM 2REPS 1
Buckman Advisory Group LLC
RIALittle Silver, NJ
AUM $277MTEAM 15REPS 18
Planguide Financial
RIASouthlake, TX
AUM $277MTEAM 1REPS 1
Dominion Portfolio Management, Inc.
RIATampa, FL
AUM $277MTEAM 18REPS 22
Johkim Capital Partners Management LLC
RIADallas, TX
AUM $277MTEAM 6REPS 3
The Retirement Guys Formula
RIAMaumee, OH
AUM $277MTEAM 7REPS 6
Walleye Partners LLC
RIAMadison, WI
AUM $277MTEAM 5REPS 3
JFR Financial Services, Inc.
RIATrenton, MI
AUM $277MTEAM 11REPS 2
GS Investment Inc
RIAEagan, MN
AUM $277MTEAM 4REPS 3
Viburnum Funds Pty Ltd
RIANedlands
AUM $276MTEAM 13REPS 4
Westbourne Investments, Inc.
RIAAlexandria, VA
AUM $276MTEAM 7REPS 6
Centerpoint Advisory Group, LLC
RIAOverland Park, KS
AUM $276MTEAM 7REPS 5
Hazelview Securities (US) LLC
RIANew York, NY
AUM $276MTEAM 15REPS 3
Episteme Capital
RIALondon
AUM $276MTEAM 20REPS 5
Simplifi, Inc.
RIASan Diego, CA
AUM $276MTEAM 5REPS 2
CWP Private Wealth Management
RIAWest Bend, WI
AUM $276MTEAM 5REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?