RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Wilmington Trust Asset Management, LLC
RIAWilmington, DE
AUM $271MTEAM 40REPS 7
Round Hill Asset Management Inc
RIAPasadena, CA
AUM $271MTEAM 6REPS 1
Parsonex Advisory Services, Inc.
RIAEnglewood, CO
AUM $271MTEAM 24REPS 12
Healthpointcapital Management, LLC
RIASan Diego, CA
AUM $271MTEAM 8REPS 7
Hutner Capital Management Inc.
RIAManchester, VT
AUM $271MTEAM 4REPS 2
Palisades Investment Partners, LLC
RIAEl Segundo, CA
AUM $271MTEAM 3REPS 1
Councilmark Asset Management, LLC
RIAKnoxville, TN
AUM $271MTEAM 3REPS 2
CBG & Company, Inc.
RIAFishers, IN
AUM $271MTEAM 9REPS 3
Hallador Investment Advisors, Inc.
RIAReno, NV
AUM $271MTEAM 9REPS 3
Daus Financial Group, LLC
RIAKalamazoo, MI
AUM $271MTEAM 8REPS 4
Baypointe Partners, LLC
RIAStamford, CT
AUM $271MTEAM 4REPS 3
PAN Global Advisers, LLC
RIANewport Beach, CA
AUM $270MTEAM 3REPS 3
Financial Futures
RIABrielle, NJ
AUM $270MTEAM 5REPS 4
Private Investor Club LLC
RIAAUM $270MTEAM 4REPS 1
Prota Financial
RIAHouston, TX
AUM $270MTEAM 13REPS 13
Foundation Energy Management
RIAAddison, TX
AUM $270MTEAM 110REPS 3
Corps Capital Advisors, LLC
RIASouthlake, TX
AUM $270MTEAM 9REPS 3
Sage Financial Advisors Inc.
RIAScottsdale, AZ
AUM $270MTEAM 7REPS 5
Raffles Capital Management, LLC
RIANew York, NY
AUM $270MTEAM 2REPS 2
The Jenkins Group
RIAAlbany, GA
AUM $270MTEAM 5REPS 3
Tillridge Global Agribusiness Partners
RIADallas, TX
AUM $270MTEAM 3REPS 1
Evart, Young & Hobbs Investment Management
RIARedwood City, CA
AUM $270MTEAM 3REPS 2
Beringea, LLC
RIAFarmington Hills, MI
AUM $270MTEAM 5REPS 3
Ervin Investment Management
RIAAUM $270MTEAM 3REPS 3
Other AUM ranges
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