RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hivemind Capital Partners LLC
RIANew York, NY
AUM $468MTEAM 13REPS 2
Brown Financial Advisory
RIAFairhope, AL
AUM $468MTEAM 8REPS 6
Mangrove Equity Partners
RIATampa, FL
AUM $468MTEAM 14REPS 5
Thirtynorth Investments, LLC
RIANew Orleans, LA
AUM $468MTEAM 6REPS 5
Flagstone Financial Management, LLC
RIALincoln, NE
AUM $468MTEAM 11REPS 9
Fortitude Advisory Group L.L.C.
RIAGig Harbor, WA
AUM $468MTEAM 15REPS 15
North Branch Capital Management, L.P.
RIAOak Brook, IL
AUM $468MTEAM 8REPS 5
Yukon Wealth Management, Inc.
RIAOverland Park, KS
AUM $467MTEAM 4REPS 2
Retirement Planning Solutions, LLC
RIALouisville, KY
AUM $467MTEAM 10REPS 6
Sands Capital Horizons, LLC
RIAArlington, VA
AUM $467MTEAM 4REPS 4
Coston, Mcisaac & Shea Financial Advisors
RIABar Harbor, ME
AUM $467MTEAM 12REPS 10
Seascape Capital Management,LLC
RIAPortsmouth, NH
AUM $467MTEAM 6REPS 5
Edgewater Capital Partners
RIAIndependence, OH
AUM $467MTEAM 18REPS 4
Widmann Financial Services
RIABowie, MD
AUM $467MTEAM 14REPS 7
Z3 Capital Partners
RIARichmond, VA
AUM $467MTEAM 5REPS 4
Clear Sky Advisers, LLC
RIABellaire, TX
AUM $467MTEAM 5REPS 2
Mark Sheptoff Financial Planning LLC
RIAGlastonbury, CT
AUM $467MTEAM 3REPS 2
Wealthvalues, LLC
RIARedwood City, CA
AUM $467MTEAM 5REPS 2
Closed Loop Capital Management
RIANew York, NY
AUM $466MTEAM 35REPS 4
Alpha Solutions Investment Advisors
RIASan Francisco, CA
AUM $466MTEAM 6REPS 4
Peter Kimmelman Asset Management LP
RIANew York, NY
AUM $466MTEAM 7REPS 5
Access Fiduciary Services, LLC
RIAAUM $466MTEAM 3REPS 1
Alliance Private Wealth, LLC
RIANorth Reading, MA
AUM $466MTEAM 11REPS 7
Consilium Wealth Advisory, LLC
RIAAUM $466MTEAM 7REPS 8
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?