RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
M Group
RIAAUM $344MTEAM 2REPS 2
Formula Growth Limited
RIAMontreal
AUM $343MTEAM 15REPS 6
Formula Growth Management Corp
RIANew York, NY
AUM $343MTEAM 2REPS 3
Pegasus Capital Advisors, L.P.
RIAStamford, CT
AUM $343MTEAM 14REPS 5
Victrix Investment Advisors
RIAStuart, FL
AUM $343MTEAM 7REPS 7
Vertrix Wealth Management, LLC
RIATroy, MI
AUM $343MTEAM 12REPS 6
Coordinated Financial Planning Corp
RIACincinnati, OH
AUM $343MTEAM 6REPS 6
Martha's Vineyard Investment Advisors, LLC
RIAWest Tisbury, MA
AUM $343MTEAM 6REPS 7
Williams & Novak Wealth Management, LLC
RIAWestlake Village, CA
AUM $343MTEAM 8REPS 4
Ballast Financial Advisors, LLC
RIAWest Chester, PA
AUM $343MTEAM 5REPS 6
Augment Advisors, LLC
RIAAustin, TX
AUM $343MTEAM 3REPS 3
Matune Basile Advisors
RIAHermitage, PA
AUM $343MTEAM 5REPS 3
Diameter Dcf Advisor LLC
RIANew York, NY
AUM $343MTEAM 119REPS 4
Athena Investment Management
RIAAUM $342MTEAM 5REPS 1
William Howard & Co Financial Advisors, Inc.
RIAMemphis, TN
AUM $342MTEAM 10REPS 6
M3 Advisory Group, LLC
RIANeedham Heights, MA
AUM $342MTEAM 6REPS 5
Legacy Beyond Wealth LLC
RIAAUM $342MTEAM 1REPS 1
Chicago Atlantic Bdc Advisers, LLC
RIANew York, NY
AUM $342MREPS 7
Eaglebrook Advisors
RIANew York, NY
AUM $342MTEAM 22REPS 6
Boyle Capital
RIAWest Des Moines, IA
AUM $342MTEAM 5REPS 4
Steelhead Wealth Management
RIAGlen Allen, VA
AUM $342MTEAM 7REPS 3
J. Hagan Capital, Inc.
RIALouisville, KY
AUM $342MTEAM 12REPS 6
Second 50 Financial
RIAManhattan Beach, CA
AUM $342MTEAM 5REPS 2
Petros Family Wealth, LLC
RIABloomington, MN
AUM $342MTEAM 9REPS 8
Other AUM ranges
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