RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
GSI Capital Advisors LLC
RIANewport Beach, CA
AUM $182MTEAM 4REPS 3
Clearview Wealth Management
RIACharlotte, NC
AUM $182MTEAM 4REPS 4
Righthand Capital, LLC
RIAWest Newton, MA
AUM $182MTEAM 3REPS 2
Marsh Wealth Management, LLC
RIAKnoxville, TN
AUM $182MTEAM 6REPS 3
Kingstone Capital Partners Texas, LLC
RIAFrisco, TX
AUM $182MTEAM 8REPS 6
Barrett Upton Capital Partners
RIALake Forest, IL
AUM $182MTEAM 9REPS 5
Riho Partners, LLC
RIAAUM $182MTEAM 1REPS 1
Four Tree Island Advisory LLC
RIAPortsmouth, NH
AUM $182MTEAM 2REPS 2
Financial Freedom For Dentists LLC
RIASnoqualmie, WA
AUM $182MTEAM 3REPS 3
Angeles Family Office
RIASanta Monica, CA
AUM $182MTEAM 5REPS 4
Allegiance Financial Advisors, Inc.
RIAJacksonville, FL
AUM $182MTEAM 7REPS 7
Martin Capital Advisors, LLP
RIASan Antonio, TX
AUM $182MTEAM 9REPS 9
Freestate Advisors LLC
RIAOverland Park, KS
AUM $182MTEAM 9REPS 9
Dark Horse Advisors LLC
RIAAUM $182MTEAM 7REPS 6
Trilinc Global Advisors, LLC
RIAManhattan Beach, CA
AUM $182MTEAM 19REPS 4
Financial Partners, LLC
RIASanta Fe, NM
AUM $182MTEAM 4REPS 4
Mrd, Inc.
RIAAUM $182MTEAM 2REPS 1
Emmett Investment Management, LP
RIANew York, NY
AUM $182MTEAM 2REPS 1
Cannon Advisors
RIACharlotte, NC
AUM $182MTEAM 5REPS 7
Epilog Partners, LP
RIABoston, MA
AUM $182MTEAM 3REPS 1
Bradesco Global Advisors
RIACoral Gables, FL
AUM $182MTEAM 21REPS 27
Richard Ney & Associates Asset Management, Inc.
RIAAUM $182MTEAM 1REPS 1
U.S. Wealth Group, LLC
RIAAUM $182MTEAM 2REPS 1
RBP Investment Advisors Inc.
RIAAUM $182MTEAM 4REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?