RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Peterson Financial Group, Inc.
RIADes Moines, IA
AUM $299MTEAM 11REPS 4
Hamrick Investment Counsel, LLC
RIASeattle, WA
AUM $299MTEAM 2REPS 3
Kovalcik & Geraghty Wealth Partners LLP
RIAUpper Arlington, OH
AUM $299MTEAM 4REPS 2
Villafranco Wealth Management
RIAAUM $299MTEAM 4REPS 2
Gatepass Capital, LLC
RIAIndependence, OH
AUM $299MTEAM 8REPS 5
Genesia Investments LLC
RIAAUM $299MTEAM 1REPS 1
Riverpark Capital Management LLC
RIANew York, NY
AUM $299MTEAM 17REPS 4
Dovetail Financial Group LLC
RIAWilmington, NC
AUM $299MTEAM 6REPS 4
Roubaix Capital, LLC
RIADenver, CO
AUM $299MTEAM 7REPS 3
Search Fund Accelerator, LLC
RIANew Orleans, LA
AUM $299MTEAM 7REPS 4
Physician Wealth Solutions
RIAAUM $299MTEAM 1REPS 1
Osmosis Investment Management US LLC
RIALondon
AUM $299MTEAM 39REPS 7
Aqua Advisors LLC
RIAAUM $299MTEAM 2REPS 2
Veneroso Wealth Management
RIAWoodbury, NY
AUM $299MTEAM 1REPS 2
Crescent Hill Partners LLC
RIASaratoga Springs, NY
AUM $299MTEAM 1REPS 1
Core Capital Management and Research Inc.
RIAHouston, TX
AUM $299MTEAM 4REPS 3
GS Gamma Advisors, LLC
RIANew York, NY
AUM $299MTEAM 4REPS 2
Avid Wealth Partners, LLC
RIASan Antonio, TX
AUM $299MTEAM 8REPS 7
Consello Capital
RIANew York, NY
AUM $299MTEAM 13REPS 4
Bowers Wealth Management, Inc.
RIAGlenbrook, NV
AUM $299MTEAM 2REPS 2
Sarissa Capital Management LP
RIAGreenwich, CT
AUM $298MTEAM 4REPS 2
Trend Trade Pro, LLC
RIAPasadena, CA
AUM $298MTEAM 1REPS 1
Kailasa Capital Management LLC
RIAPittsburgh, PA
AUM $298MTEAM 3REPS 2
Unison Asset Management LLC
RIAAventura, FL
AUM $298MTEAM 5REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?