RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Saos Capital, LLC
RIAMount Pleasant, SC
AUM $239MTEAM 4REPS 3
Birchview Capital, LP
RIABurlington, VT
AUM $239MTEAM 6REPS 5
Castanea Partners Inc.
RIANewton, MA
AUM $239MTEAM 6REPS 3
Footpath Ventures LP
RIANew York, NY
AUM $239MTEAM 3REPS 2
Trust Investment Advisors
RIACarmel, IN
AUM $239MTEAM 4REPS 6
Orrell Capital Management
RIALivermore, CA
AUM $239MTEAM 3REPS 2
Orcam Financial Group, LLC
RIAAUM $239MTEAM 2REPS 2
Snowcap Capital Management
RIADallas, TX
AUM $239MTEAM 2REPS 2
Investment Management & Planning LLC
RIAGreenville, DE
AUM $239MTEAM 3REPS 3
Investors Portfolio Services LLC
RIAPuyallup, WA
AUM $239MTEAM 3REPS 3
Mosaic Wealth Management, L.L.C.
RIAAUM $239MTEAM 2REPS 1
Total Wealth Planning And Management, Inc.
RIAAUM $239MTEAM 8REPS 9
CPR Investments Inc
RIARochester, MI
AUM $239MTEAM 24REPS 25
Rock Hill Capital
RIAHouston, TX
AUM $239MTEAM 4REPS 2
Ganim Private Wealth
RIAShelton, CT
AUM $239MTEAM 4REPS 7
Ninth Eternity Asset Management LLC
RIACambridge, MA
AUM $239MTEAM 5REPS 4
Westhampton Capital
RIAWinston Salem, NC
AUM $239MTEAM 4REPS 4
Prossimo Advisors LLC
RIASan Luis Obispo, CA
AUM $239MTEAM 4REPS 4
Smith Bruer
RIATallahassee, FL
AUM $238MTEAM 6REPS 6
Waterwheel Capital Management
RIAAthens
AUM $238MTEAM 2REPS 2
Goalfusion Wealth Management
RIAAUM $238MTEAM 5REPS 3
R.H. Investment Group, LLC
RIAScottsdale, AZ
AUM $238MTEAM 2REPS 1
JM2 Capital Inc.
RIAEdmond, OK
AUM $238MTEAM 8REPS 3
Acute Investment Advisory
RIAMesa, AZ
AUM $238MTEAM 4REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?