RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Baypointe Partners, LLC
RIAStamford, CT
AUM $271MTEAM 4REPS 2
PAN Global Advisers, LLC
RIANewport Beach, CA
AUM $270MTEAM 3REPS 3
Financial Futures
RIABrielle, NJ
AUM $270MTEAM 5REPS 3
Private Investor Club LLC
RIAAUM $270MTEAM 4REPS 1
Prota Financial
RIAHouston, TX
AUM $270MTEAM 13REPS 15
Foundation Energy Management
RIAAddison, TX
AUM $270MTEAM 110REPS 3
Corps Capital Advisors, LLC
RIASouthlake, TX
AUM $270MTEAM 9REPS 3
Sage Financial Advisors Inc.
RIAScottsdale, AZ
AUM $270MTEAM 7REPS 5
Raffles Capital Management, LLC
RIANew York, NY
AUM $270MTEAM 2REPS 2
The Jenkins Group
RIAAlbany, GA
AUM $270MTEAM 5REPS 3
Kaleido Capital Partners Limited
RIAHong Kong
AUM $270MTEAM 7REPS 2
Tillridge Global Agribusiness Partners
RIADallas, TX
AUM $270MTEAM 3REPS 1
Evart, Young & Hobbs Investment Management
RIARedwood City, CA
AUM $270MTEAM 3REPS 2
Beringea, LLC
RIAFarmington Hills, MI
AUM $270MTEAM 5REPS 3
Ervin Investment Management
RIAAUM $270MTEAM 3REPS 3
Alpha Zero LLC
RIABoca Raton, FL
AUM $270MTEAM 17REPS 10
Client First Capital, LLC
RIAAUM $270MTEAM 4REPS 1
Hawke Financial Group
RIAMeridian, ID
AUM $270MTEAM 2REPS 2
Wallace Advisory Group, LLC
RIALafayette, CA
AUM $269MTEAM 4REPS 1
Mader & Shannon Wealth Management
RIAKansas City, MO
AUM $269MTEAM 10REPS 8
Hardy & Hardy Co LLC
RIALima, OH
AUM $269MTEAM 2REPS 2
Atlas Fiduciary Services, Inc.
RIAConcord, NH
AUM $269MTEAM 6REPS 4
Prosperity Wealth Planning LLC
RIAIrvine, CA
AUM $269MTEAM 7REPS 4
VRM Penzini Capital L.L.C.
RIASan Juan, PR
AUM $269MTEAM 4REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?