RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Seix Clo Management LLC
RIAPark Ridge, NJ
AUM $336MTEAM 12REPS 3
Personal Financial Profiles Inc
RIACoral Springs, FL
AUM $335MTEAM 2REPS 2
The Menard Financial Group, LLC
RIAHouston, TX
AUM $335MTEAM 3REPS 4
Cion Grosvenor Management, LLC
RIANew York, NY
AUM $335MTEAM 5REPS 6
BVP Management Company, LLC
RIANew York, NY
AUM $335MTEAM 8REPS 3
Trisperity Advisors, LLC
RIAKaty, TX
AUM $335MTEAM 2REPS 2
Aspenridge Wealth Advisors
RIAFort Worth, TX
AUM $335MTEAM 7REPS 3
Pillsbury Lake Capital, LLC
RIAAUM $335MTEAM 4REPS 2
Gotham Green Partners, LLC
RIASanta Monica, CA
AUM $335MTEAM 10REPS 3
Abra Capital Management, LP
RIASan Francisco, CA
AUM $335MTEAM 40REPS 3
Baer Wealth Management
RIAMarietta, GA
AUM $335MTEAM 2REPS 3
Weik Capital Management
RIAWyomissing, PA
AUM $335MTEAM 8REPS 6
Wealthharbor Capital Group, LLC
RIAMetairie, LA
AUM $335MTEAM 9REPS 8
Neuberger Berman Loan Advisers Europe II LP
RIAChicago, IL
AUM $335MTEAM 3REPS 3
Ginjer
RIAParis
AUM $335MTEAM 7REPS 3
North Run Capital, LP
RIABoston, MA
AUM $335MTEAM 4REPS 3
Slayton Lewis Inc
RIASalt Lake City , UT
AUM $334MTEAM 5REPS 2
American Capital Advisory, LLC
RIAKetchum, ID
AUM $334MTEAM 7REPS 7
Hewell Financial Group, Inc.
RIAAUM $334MTEAM 1REPS 1
Swan Investment Partners
RIAOld Greenwich, CT
AUM $334MTEAM 5REPS 2
Oceaniq Capital, LLC
RIAPalo Alto, CA
AUM $334MTEAM 7REPS 5
Envision Capital Management Inc
RIAAUM $334MTEAM 2REPS 2
Evermont Wealth
RIAClaremont, CA
AUM $334MTEAM 4REPS 3
Eschaton Opportunities Fund Management LP
RIAMiami, FL
AUM $334MTEAM 5REPS 3
Other AUM ranges
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