RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Peak Financial Advisors
RIADenver, CO
AUM $269MTEAM 3REPS 3
Stonebridge Capital Management Inc
RIALos Angeles, CA
AUM $269MTEAM 5REPS 3
CSR Capital
RIADallas, TX
AUM $269MTEAM 8REPS 4
Byrne Asset Management, LLC
RIAKingston, NJ
AUM $269MTEAM 5REPS 6
Awani Capital Management LP
RIAFulton, MD
AUM $269MTEAM 8REPS 2
Andrews Advisory Associates, LLC
RIAHonolulu, HI
AUM $269MTEAM 4REPS 4
Memphis Capital Management, LLC
RIAMemphis, TN
AUM $269MTEAM 2REPS 3
Remora Capital Partners
RIANashville, TN
AUM $269MTEAM 4REPS 5
Athos Private Wealth LLC
RIAHolladay, UT
AUM $268MTEAM 7REPS 5
Wavvest Wealth
RIAChicago, IL
AUM $268MTEAM 4REPS 3
Astra Wealth Partners
RIAJersey City, NJ
AUM $268MTEAM 3REPS 3
Sage Investment Advisers LLC
RIAWappingers Falls, NY
AUM $268MTEAM 5REPS 3
CWS Capital Partners LLC
RIANewport Beach, CA
AUM $268MTEAM 52REPS 7
JMK & Associates, LLC
RIASpokane, WA
AUM $268MTEAM 4REPS 1
Karl Kapital
RIASan Francisco, CA
AUM $268MTEAM 6REPS 2
BPM Wealth Advisors, LLC
RIASan Francisco, CA
AUM $268MTEAM 6REPS 6
Invested Advisors
RIAState College, PA
AUM $268MTEAM 5REPS 3
Reliant Investment Partners, LLC
RIAPinehurst, NC
AUM $268MTEAM 6REPS 3
Viewpoint Capital Management
RIASeattle, WA
AUM $268MTEAM 1REPS 1
Tradelink Capital LLC
RIAChicago, IL
AUM $268MTEAM 11REPS 6
Soviero Asset Management, LP
RIANew York, NY
AUM $268MTEAM 6REPS 3
Variant Private Wealth LLC
RIATysons, VA
AUM $267MTEAM 4REPS 3
Riverplace Capital Management Inc
RIAJacksonville, FL
AUM $267MTEAM 4REPS 4
Matriarch Wealth Management, LLC
RIAAUM $267MTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?