RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
POINT BRIDGE CAPITAL, LLC
RIAFORT WORTH, TX
AUM $420MTEAM 2REPS 1
HOLLANDER ASSET MANAGEMENT LLC
RIAMIAMI, FL
AUM $420MTEAM 2REPS 2
POTRERO CAPITAL RESEARCH, LLC
RIASAN FRANCISCO, CA
AUM $420MTEAM 4REPS 2
DIRECTED CAPITAL ADVISORS
RIAST PETERSBURG, FL
AUM $420MTEAM 35REPS 5
R.W. ROGE & COMPANY, INC
RIABOHEMIA, NY
AUM $419MTEAM 9REPS 5
EMBLEM GROUP, L.P.
RIABOSTON, MA
AUM $419MTEAM 16REPS 2
HARLOW WEALTH MANAGEMENT, INC.
RIAVANCOUVER, WA
AUM $419MTEAM 16REPS 8
MOONTOWER ASSET MANAGEMENT LP
RIAAUSTIN, TX
AUM $419MTEAM 16REPS 5
RIDGEWOOD INVESTMENTS
RIASPRINGFIELD, NJ
AUM $419MTEAM 7REPS 5
SEABIRD INVESTMENT PARTNERS
RIASAN DIEGO, CA
AUM $419MTEAM 6REPS 5
WT WEALTH MANAGEMENT, LLC
RIAScottsdale, AZ
AUM $419MTEAM 16REPS 13
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
RIABOSTON, MA
AUM $419MTEAM 9REPS 7
P4G CAPITAL MANAGEMENT, LLC
RIASTATELINE, NV
AUM $419MTEAM 9REPS 2
SILVER OAK ADVISORY GROUP
RIAPORTLAND, OR
AUM $419MTEAM 8REPS 4
TRANSCE3ND LLC
RIABUDA, TX
AUM $419MTEAM 60REPS 45
ONE OAK CAPITAL MANAGEMENT, LLC
RIAPURCHASE, NY
AUM $419MTEAM 14REPS 5
ALPHA LEONIS PARTNERS, LLC
RIAWAYNE, PA
AUM $418MTEAM 1REPS 2
LINCOLN CAPITAL CORPORATION
RIAEAST GREENWICH, RI
AUM $418MTEAM 6REPS 4
ASPECT PARTNERS, LLC
RIAFAIRFAX, VA
AUM $418MTEAM 8REPS 5
MILLER VALUE PARTNERS, LLC
RIASARASOTA, FL
AUM $418MTEAM 5REPS 4
SEAPORT CAPITAL, LLC
RIANew York, NY
AUM $418MTEAM 14REPS 6
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
RIASHELBY, NC
AUM $418MTEAM 6REPS 2
QUANTUM PRIVATE WEALTH, LLC
RIATAMPA, FL
AUM $418MTEAM 6REPS 1
ONEX CREDIT ADVISOR, LLC
RIAENGLEWOOD CLIFFS, NJ
AUM $418MTEAM 70REPS 5
Other AUM ranges
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