RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Orbis Investment Management (U.S), L.P.
RIASan Francisco, CA
AUM $405MTEAM 18REPS 4
Goodhaven Capital Management
RIAMillburn, NJ
AUM $405MTEAM 5REPS 4
Evergreen Wealth Partners LLC
RIAKalispell, MT
AUM $405MTEAM 9REPS 5
Altus Wealth Management, LLC
RIALakeside Park, KY
AUM $405MTEAM 5REPS 5
Covara Capital, LLC
RIANew York, NY
AUM $405MTEAM 7REPS 2
Focusgrowth Asset Management, LP
RIANew York, NY
AUM $405MTEAM 10REPS 3
Triton Wealth Management, Pllc
RIASun City, AZ
AUM $405MTEAM 9REPS 10
Lotus
RIAOrlando, FL
AUM $405MTEAM 30REPS 3
QP Wealth Management, LLC
RIABoca Raton, FL
AUM $405MTEAM 7REPS 4
Core Wealth Management, Inc.
RIAJupiter, FL
AUM $405MTEAM 4REPS 3
Long Angle Management, LLC
RIADover, DE
AUM $405MTEAM 10REPS 8
Arena Private Wealth
RIAChicago, IL
AUM $405MTEAM 8REPS 9
Kanen Wealth Management LLC
RIACoconut Creek, FL
AUM $405MTEAM 5REPS 2
CRE Venture Capital, Inc.
RIAMahwah, NJ
AUM $405MTEAM 7REPS 1
Excel Financial, LLC
RIARed Wing, MN
AUM $404MTEAM 9REPS 5
MB Gen Wealth
RIASpokane, WA
AUM $404MTEAM 3REPS 3
S Harris Financial Group, LLC
RIASan Antonio, TX
AUM $404MTEAM 7REPS 6
Dupree Financial Group, LLC
RIALexington, KY
AUM $404MTEAM 7REPS 7
Fee-Only Financial Planning, L.C.
RIAAUM $404MTEAM 3REPS 3
Namcoa
RIAMooresville, NC
AUM $404MTEAM 11REPS 8
Westbeck Capital Management LLP
RIALondon England
AUM $404MTEAM 8REPS 3
Axiom Financial Strategies Group, LLC
RIANew Albany, IN
AUM $404MTEAM 9REPS 6
HFM Investment Advisors, LLC
RIAGlassboro, NJ
AUM $404MTEAM 5REPS 7
Cloud Investments, LLC
RIAHuntsville, AL
AUM $404MTEAM 6REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?