RIAs: $100M – $500M AUM
7,829 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
William B. Walkup & Associates, Inc.
RIAColumbia, SC
AUM $178MTEAM 5REPS 4
Index Technologies Group LLC
RIANew York, NY
AUM $178MTEAM 7REPS 6
Aspetuck Financial Management LLC
RIAWestport, CT
AUM $178MTEAM 1REPS 1
Avrio Wealth Pte Ltd
RIASingapore
AUM $178MTEAM 8REPS 4
Candelo Capital Management LP
RIANew York, NY
AUM $178MTEAM 5REPS 2
Investment Insight Wealth Management, LLC
RIAAUM $178MTEAM 3REPS 3
Lansing Management, LP
RIANew York, NY
AUM $178MTEAM 3REPS 3
Panorama Point Partners, LLC
RIAOmaha, NE
AUM $178MTEAM 11REPS 3
The Watermill Group
RIABoston, MA
AUM $178MTEAM 13REPS 3
Hedges Asset Management LLC
RIAAUM $178MTEAM 1REPS 1
Acme Jack Wealth Management
RIAAUM $178MTEAM 3REPS 2
Fiduciary Wealth Group, LLC
RIACenterville, OH
AUM $178MTEAM 3REPS 4
Wisconsin Wealth Advisors, LLC
RIASun Prairie, WI
AUM $178MTEAM 3REPS 3
Oppenheimer Alternative Investment Management, LLC
RIANew York, NY
AUM $178MTEAM 9REPS 7
Silicon Private Wealth, LLC
RIAAUM $178MTEAM 4REPS 4
SMB Financial Services, Inc.
RIAPortland, OR
AUM $178MTEAM 5REPS 5
Gasber Financial Advisors, Inc
RIAFolsom, CA
AUM $178MTEAM 4REPS 2
Conway Financial Group, LLC
RIAChesterfield, MO
AUM $178MTEAM 3REPS 2
Muntz Financial, LLC
RIADoylestown, PA
AUM $178MTEAM 3REPS 5
TDC Capital Advisors, Inc.
RIACollege Station, TX
AUM $178MTEAM 4REPS 5
Crossgrain Family Investments, LLC
RIAAUM $178MTEAM 2REPS 2
M Wealth Management, LLC
RIASan Diego, CA
AUM $178MTEAM 3REPS 3
Farris Capital Management Inc.
RIACarrollton, TX
AUM $178MTEAM 3REPS 3
Hoff Private Wealth
RIAWausau, WI
AUM $177MTEAM 3REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?