RIAs: $100M – $500M AUM

7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.

Green Alpha Investments

RIA

Niwot, CO

AUM $254MTEAM 4REPS 4

Shenandoah Energy Management, LLC

RIA

Highlands Ranch, CO

AUM $254MTEAM 12REPS 3

Indiano Capital Management

RIA

Rochester, NY

AUM $254MTEAM 2REPS 2

Kalinowsky Asset Management

RIA

AUM $254MTEAM 2REPS 2

Mendon Capital Advisors Corp

RIA

Key Largo, FL

AUM $254MTEAM 4REPS 2

Toronado Partners LLC

RIA

San Francisco, CA

AUM $254MTEAM 3REPS 3

PPS & V Asset Management Consultants Inc

RIA

Portage, MI

AUM $254MTEAM 4REPS 3

Decatur Capital Management, Inc.

RIA

Decatur, GA

AUM $254MTEAM 6REPS 5

Gate City Capital Management, LLC

RIA

Chicago, IL

AUM $254MTEAM 4REPS 2

Heronetta Management, L.P.

RIA

New York, NY

AUM $254MTEAM 5REPS 3

Washburn Capital Management Inc.

RIA

Vero Beach, FL

AUM $254MTEAM 3REPS 3

Clear Point Advisors, Inc.

RIA

Melville, NY

AUM $253MTEAM 4REPS 3

Alpha Analytics Investment Group LLC

RIA

Los Angeles, CA

AUM $253MTEAM 2REPS 2

Impact Capital, LLC

RIA

Rockville, MD

AUM $253MTEAM 4REPS 3

MHS Advisory Services, LLC

RIA

Maple Grove, MN

AUM $253MTEAM 7REPS 4

Blueprint Local LLC

RIA

AUM $253MTEAM 5REPS 4

Entelechy

RIA

AUM $253MTEAM 1REPS 1

Maguire Investments LLC

RIA

King Of Prussia, PA

AUM $253MTEAM 4REPS 4

Transcend Advisor Group, LLC

RIA

Milwaukee, WI

AUM $253MTEAM 5REPS 5

Pacific Wealth Strategies Group, Inc.

RIA

Santa Barbara, CA

AUM $253MTEAM 3REPS 3

ABF Investment Management, LLC

RIA

Miami, FL

AUM $253MTEAM 10REPS 4

Sterling Retirement Group Of Sacramento

RIA

Roseville, CA

AUM $253MTEAM 4REPS 4

Elevation Capital Advisory

RIA

Bend, OR

AUM $253MTEAM 8REPS 2

Robbins Farley LLC

RIA

Bedford, NH

AUM $253MTEAM 5REPS 4

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo