RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
GLC Investment Advisors, LLC
RIAAUM $246MTEAM 1REPS 1
Insight Investment Counsel
RIAEl Segundo, CA
AUM $246MTEAM 5REPS 2
Toro West Capital Advisors
RIALouisville, CO
AUM $246MTEAM 4REPS 3
Global Wealth Management, LLC
RIAKingston, NJ
AUM $246MTEAM 3REPS 4
Alternative Fund Advisors, LLC
RIABoston, MA
AUM $246MTEAM 6REPS 3
Wealthway Financial Advisors
RIANorfolk, VA
AUM $246MTEAM 5REPS 2
Bostwick Capital LLC
RIALocust Valley, NY
AUM $245MTEAM 2REPS 2
RM Financial Services, LLC
RIAFalmouth, ME
AUM $245MTEAM 4REPS 3
Optimist Retirement Group, LLC
RIABellevue, WA
AUM $245MTEAM 2REPS 2
Strobe Ventures
RIABrooklynn, NY
AUM $245MTEAM 4REPS 5
Cannon Wealth Management Services
RIAWinston Salem, NC
AUM $245MTEAM 8REPS 5
Saas Capital, LLC
RIACincinnati, OH
AUM $245MTEAM 9REPS 6
W Advisors LLC
RIAGermantown, TN
AUM $245MTEAM 3REPS 3
Metronome Capital LLP
RIALondon London
AUM $245MTEAM 6REPS 2
Integras Partners, LLC
RIAAlpharetta, GA
AUM $245MTEAM 5REPS 4
Merrion Investment Management Co, LLC
RIACranford, NJ
AUM $245MTEAM 6REPS 5
Kultura Capital Management LP
RIAPark City, UT
AUM $245MTEAM 12REPS 3
994 Group
RIAAustin, TX
AUM $245MTEAM 2REPS 3
Leon Capital Management, LLC
RIADallas, TX
AUM $245MTEAM 75REPS 6
Clear Ridge Wealth Management, LLC
RIAKalamazoo, MI
AUM $245MTEAM 4REPS 3
Boyce & Associates Wealth Consulting, Inc.
RIACedar Park, TX
AUM $245MTEAM 8REPS 8
City Different Investments
RIASanta Fe, NM
AUM $244MTEAM 16REPS 16
Lederer & Associates Investment Counsel
RIALong Beach, CA
AUM $244MTEAM 3REPS 3
Gulfstream Cm, LLC
RIASummit, NJ
AUM $244MTEAM 8REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?