RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
RIADAYTON, OH
AUM $459MTEAM 6REPS 4
SAIPH CAPITAL, LLC
RIAWYCKOFF, NJ
AUM $459MTEAM 4REPS 2
US SELECT ASSET MANAGEMENT, LLC
RIAAUM $459MTEAM 4REPS 4
SEASIDE WEALTH MANAGEMENT, INC.
RIACARLSBAD, CA
AUM $459MTEAM 12REPS 8
HARSPRING CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $459MTEAM 4REPS 3
MIZZEN MANAGEMENT LLC
RIASTAMFORD, CT
AUM $459MTEAM 13REPS 3
NIA IMPACT CAPITAL
RIAAUM $459MTEAM 9REPS 4
OWEN LARUE FINANCIAL GROUP
RIAELIZABETHTOWN, KY
AUM $459MTEAM 7REPS 4
WARNER WEALTH
RIAMADISON, CT
AUM $458MTEAM 20REPS 9
STRATEGAS ASSET MANAGEMENT, LLC
RIANew York, NY
AUM $458MTEAM 26REPS 12
ANCOR CAPITAL PARTNERS
RIASOUTHLAKE, TX
AUM $458MTEAM 9REPS 3
TRINITY CAPITAL INVESTORS
RIAJACKSON, MS
AUM $458MTEAM 2REPS 1
FIRST NEBRASKA FINANCIAL SERVICES
RIANORTH PLATTE, NE
AUM $458MTEAM 7REPS 3
MRE MANAGEMENT, LLC
RIAANNAPOLIS, MD
AUM $458MTEAM 7REPS 3
PARAGON PRIVATE WEALTH MANAGEMENT LLC
RIALexington, KY
AUM $458MTEAM 6REPS 5
EAGLE POINT INCOME MANAGEMENT LLC
RIAGREENWICH, CT
AUM $458MTEAM 66REPS 4
CAMBRIDGE CAPITAL MANAGEMENT, LLC
RIAO FALLON, IL
AUM $458MTEAM 5REPS 4
PARAMOUNT GROUP REAL ESTATE ADVISOR LLC
RIANew York, NY
AUM $458MTEAM 91REPS 2
PURSUIT WEALTH STRATEGIES, LLC
RIARALEIGH, NC
AUM $457MTEAM 7REPS 4
BIRCH RUN INVESTMENTS, LLC
RIAEXTON, PA
AUM $457MTEAM 5REPS 3
CORTEN REAL ESTATE MANAGEMENT LLC
RIAPHILADELPHIA, PA
AUM $457MTEAM 15REPS 6
PALLADIN CONSUMER RETAIL PARTNERS, LLC
RIABOSTON, MA
AUM $457MTEAM 9REPS 2
RETIREMENT CONSULTING GROUP, INC.
RIALAKE OSWEGO, OR
AUM $457MTEAM 4REPS 3
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC
RIADENVER, CO
AUM $457MTEAM 10REPS 12
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?