RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Coeli Frontier Markets Ab
RIAStockholm
AUM $325MTEAM 3REPS 5
Strategic Wealth Advisors, LLC
RIAAUM $325MTEAM 4REPS 4
Catawba River Capital
RIALake Wylie, SC
AUM $325MTEAM 4REPS 3
Treiberg Wealth Management
RIATucson, AZ
AUM $325MTEAM 6REPS 3
Converse Team Financial Services, LLC
RIAAUM $325MTEAM 7REPS 6
Palogic Value Management, L.P.
RIADallas, TX
AUM $325MTEAM 4REPS 4
Whipplewood Advisors, LLC
RIALittleton, CO
AUM $325MTEAM 6REPS 5
Crimson Management
RIAHouston, TX
AUM $324MTEAM 2REPS 1
EKS Associates
RIAPrinceton, NJ
AUM $324MTEAM 3REPS 4
Light Arc Capital Management LLC
RIAGreenwich, CT
AUM $324MTEAM 6REPS 3
Vista Investment Management, LLC
RIAPittsburgh, PA
AUM $324MTEAM 4REPS 4
Kennicott Capital Management LLC
RIAAUM $324MTEAM 2REPS 1
Galaxy Investment Management, LLC
RIAUniondale, NY
AUM $324MTEAM 7REPS 3
Torque Asset Management LLC
RIAAUM $324MTEAM 3REPS 3
Smith W B & Co Inc
RIAAUM $324MTEAM 1REPS 1
Johnson Wealth Management, LLC
RIAGrand Forks, ND
AUM $323MTEAM 2REPS 3
1248 Partners, LLC
RIAKansas City, MO
AUM $323MTEAM 4REPS 3
Choice Wealth Advisors LLC
RIAWaterville, ME
AUM $323MTEAM 4REPS 3
Brown Financial Advisors, LLC
RIAMilford, OH
AUM $323MTEAM 3REPS 3
Aull & Monroe
RIAMobile, AL
AUM $323MTEAM 5REPS 4
Intrepid Investment Management, LLC
RIAHouston, TX
AUM $323MTEAM 6REPS 4
Lauer Capital Management Ltd
RIASioux Falls, SD
AUM $323MTEAM 3REPS 3
Next Level Wealth Planning, LLC
RIAMeridian, ID
AUM $323MTEAM 5REPS 5
Oriental Trust
RIASan Juan, PR
AUM $323MTEAM 9REPS 7
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?