RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Boulder Asset Management
RIAEnglewood, CO
AUM $426MTEAM 4REPS 2
Cypress Capital, LLC
RIAFranklin, TN
AUM $426MTEAM 12REPS 10
TGS Financial Advisors
RIARadnor, PA
AUM $426MTEAM 13REPS 6
Astra Asset Management UK Limited
RIALondon
AUM $426MTEAM 19REPS 5
Legacy Bridge Private Family Offices
RIAWest Des Moines, IA
AUM $426MTEAM 8REPS 4
Omni 360 Wealth, Inc.
RIAPlainsboro, NJ
AUM $426MTEAM 8REPS 6
Murphy & Sylvest
RIADallas, TX
AUM $426MTEAM 8REPS 7
Perigee Capital, LP
RIASarasota, FL
AUM $426MTEAM 1REPS 1
Appomattox Advisory, Inc
RIANew York, NY
AUM $426MTEAM 6REPS 2
CIP Capital
RIANew York, NY
AUM $426MTEAM 5REPS 2
Quad-Cities Investment Group, LLC
RIADavenport, IA
AUM $426MTEAM 8REPS 8
Science & Technology Partners, L.P.
RIAGreenwich, CT
AUM $425MTEAM 9REPS 3
Stonehearth Capital Management
RIADanvers, MA
AUM $425MTEAM 8REPS 5
Buttonwood Wealth
RIAWinchester, VA
AUM $425MTEAM 7REPS 6
Dynamic Core Capital Partners
RIAJacksonville Beach, FL
AUM $425MTEAM 17REPS 5
Trinity Wealth Management LLC
RIACincinnati, OH
AUM $425MTEAM 4REPS 2
Broadview Real Estate Partners, LLC
RIAStamford, CT
AUM $425MTEAM 8REPS 4
Paradigm Investment Advisory, LLC
RIABridgewater, NJ
AUM $425MTEAM 8REPS 9
Ashdon Investment Management, LLC
RIATullahoma, TN
AUM $425MTEAM 6REPS 3
Forward Consumer Partners, LLC
RIAGreenwich, CT
AUM $425MTEAM 18REPS 1
TCW Asset Backed Finance Management Company LLC
RIALos Angeles, CA
AUM $425MTEAM 315REPS 7
Macdougall Financial Counseling
RIADelmont, PA
AUM $425MTEAM 4REPS 4
Gamma Asset Management LLC
RIASan Juan, PR
AUM $425MTEAM 13REPS 6
Spring Lane Capital
RIABoston, MA
AUM $425MTEAM 16REPS 4
Other AUM ranges
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