RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Madrone Investment Advisory, LLC
RIASan Rafael, CA
AUM $254MTEAM 1REPS 1
Mendota Financial Group, LLC
RIAMadison, WI
AUM $254MTEAM 5REPS 5
Family Fiduciary Services, Inc.
RIABeverly, MA
AUM $254MTEAM 5REPS 6
Riverwest Investment Management, LLC
RIANew York, NY
AUM $254MTEAM 3REPS 2
Integrated Wealth Management, Inc.
RIAUniontown, OH
AUM $254MTEAM 9REPS 6
Venor Capital Management LP
RIANew York, NY
AUM $254MTEAM 4REPS 3
Westco Advisory Services, Inc.
RIALynbrook, NY
AUM $254MTEAM 6REPS 6
Canty Financial Management, Inc.
RIABallston Spa, NY
AUM $254MTEAM 5REPS 3
Defined Wealth Management, LLC
RIABeaverton, OR
AUM $254MTEAM 4REPS 4
Addis & Hill, Incorporated
RIAWayne, PA
AUM $254MTEAM 6REPS 3
Connecticut Capital Management Group, LLC
RIAMilford, CT
AUM $254MTEAM 5REPS 4
Green Alpha Investments
RIANiwot, CO
AUM $254MTEAM 4REPS 4
Indiano Capital Management
RIARochester, NY
AUM $254MTEAM 2REPS 2
Kalinowsky Asset Management
RIAAUM $254MTEAM 2REPS 2
Mendon Capital Advisors Corp
RIAKey Largo, FL
AUM $254MTEAM 4REPS 2
Toronado Partners LLC
RIASan Francisco, CA
AUM $254MTEAM 3REPS 3
PPS & V Asset Management Consultants Inc
RIAPortage, MI
AUM $254MTEAM 4REPS 3
Decatur Capital Management, Inc.
RIADecatur, GA
AUM $254MTEAM 6REPS 5
Gate City Capital Management, LLC
RIAChicago, IL
AUM $254MTEAM 4REPS 2
Heronetta Management, L.P.
RIANew York, NY
AUM $254MTEAM 5REPS 3
Washburn Capital Management Inc.
RIAVero Beach, FL
AUM $254MTEAM 3REPS 3
Clear Point Advisors, Inc.
RIAMelville, NY
AUM $253MTEAM 4REPS 3
Alpha Analytics Investment Group LLC
RIALos Angeles, CA
AUM $253MTEAM 2REPS 2
Impact Capital, LLC
RIARockville, MD
AUM $253MTEAM 4REPS 3
Other AUM ranges
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