RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Sterling Bay Capital Advisers, LLC
RIAChicago, IL
AUM $298MTEAM 22REPS 6
Mercator Partners
RIAPrinceton, NJ
AUM $298MTEAM 7REPS 3
Ananym Capital Management, LP
RIANew York, NY
AUM $298MTEAM 7REPS 3
TAP Root Capital Management LP
RIASummit, NJ
AUM $297MTEAM 8REPS 2
Graystone Partners Wealth Management, LLC
RIATempe, AZ
AUM $297MTEAM 5REPS 4
Opinicus
RIATampa, FL
AUM $297MTEAM 7REPS 4
Tandemgrowth Financial Advisors, LLC
RIAAlpharetta, GA
AUM $297MTEAM 4REPS 3
Calder Financial Group
RIAAda, MI
AUM $297MTEAM 7REPS 6
Caissa Wealth Strategies
RIAMinneapolis, MN
AUM $297MTEAM 10REPS 6
Sterling Capital Management Inc
RIABrookfield, WI
AUM $297MTEAM 3REPS 3
Beacon Financial Advisors Ltd
RIAHouston, TX
AUM $297MTEAM 2REPS 2
High Trail Capital
RIAHoboken, NJ
AUM $297MTEAM 3REPS 1
Matters Capital LLC
RIACoral Gables, FL
AUM $297MTEAM 3REPS 2
ADW Capital Management LLC
RIAAUM $297MTEAM 3REPS 2
Birchbrook
RIABangor, ME
AUM $296MTEAM 7REPS 5
Best Invest
RIASan Antonio, TX
AUM $296MTEAM 4REPS 3
The Yanker Group
RIAManchester, MO
AUM $296MTEAM 4REPS 6
Letson Investment Management, Inc.
RIAAUM $296MTEAM 2REPS 2
Austin Money Management Corporation
RIAAustin, TX
AUM $296MTEAM 2REPS 1
Alpha Capital Family Office, LLC
RIAGreenwood Village, CO
AUM $296MTEAM 12REPS 8
Palatine Hill Wealth Management
RIABirmingham, MI
AUM $296MTEAM 5REPS 4
Infusive Asset Management Inc.
RIANew York, NY
AUM $296MTEAM 10REPS 4
Colbert Investment Management Co
RIAMiami, FL
AUM $296MTEAM 3REPS 2
Orchid Advisory
RIADallas, TX
AUM $296MTEAM 4REPS 3
Other AUM ranges
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