RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Renaissance Capital LLC
RIAStamford, CT
AUM $144MTEAM 17REPS 3
Glover Park Wealth Management, LLC
RIAArlington, VA
AUM $144MTEAM 2REPS 1
Blue Anchor Wealth Advisors, LLC
RIAKetchikan, AK
AUM $144MTEAM 6REPS 6
Asset Management Consulting Services, Inc.
RIALivingston, NJ
AUM $144MTEAM 2REPS 2
Totem Point Management, LLC
RIANew York, NY
AUM $144MTEAM 4REPS 3
Burgess Investment Management And Research Inc.
RIAToronto Ontario
AUM $144MTEAM 3REPS 1
Bona Fide Wealth
RIAAUM $144MTEAM 2REPS 1
Paladino Wealth
RIAMontgomery, TX
AUM $144MTEAM 4REPS 2
Shelter Wealth Strategies, LLC
RIAHouston, TX
AUM $144MTEAM 9REPS 18
Summa Global Advisors, LLC
RIAClackamas, OR
AUM $144MTEAM 2REPS 2
Van Diest Capital
RIAPolk City, IA
AUM $144MTEAM 8REPS 8
Private Lane Capital, LLC
RIAAUM $144MTEAM 1REPS 1
Tactivest, LLC
RIAAUM $144MTEAM 2REPS 6
PMG Family Office, LLC
RIAPlano, TX
AUM $144MTEAM 2REPS 2
Centerview Wealth Advisors, LLC
RIAAspinwall, PA
AUM $144MTEAM 5REPS 5
Haven Capital Group
RIAWestlake Village, CA
AUM $144MTEAM 1REPS 1
Rushmont Capital Management
RIANew York, NY
AUM $144MTEAM 6REPS 3
Kestrel Wealth Management, LLC
RIASouth Bend, IN
AUM $144MTEAM 2REPS 2
Villanova Investment Management Company, LLC
RIAWayne, PA
AUM $144MTEAM 4REPS 5
BGV Financial Advisors
RIAMiami, FL
AUM $144MTEAM 2REPS 2
Core Wealth Advisors
RIAIndianapolis, IN
AUM $144MTEAM 3REPS 3
Aqua Capital Advisors
RIALos Angeles, CA
AUM $144MTEAM 4REPS 4
Chastain Wealth Management
RIAAUM $144MTEAM 2REPS 2
Ortelius Capital Partners
RIANew York, NY
AUM $144MTEAM 1REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?