RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Principium Investments LLC
RIAAUM $225MTEAM 3REPS 2
Cais Advisors
RIANew York, NY
AUM $225MTEAM 32REPS 5
Mindful Wealth LLC
RIAGlencoe, IL
AUM $225MTEAM 1REPS 1
Daniel Investment Associates, LLC
RIASanta Barbara, CA
AUM $225MTEAM 1REPS 1
Apex Capital Management, L.L.C.
RIALafayette, LA
AUM $225MTEAM 7REPS 4
The Perspective Group
RIALawrence, KS
AUM $225MTEAM 5REPS 2
Inman Jager Wealth Management, LLC
RIAHattiesburg, MS
AUM $225MTEAM 5REPS 3
Principia Wealth Advisory, LLC
RIADallas, TX
AUM $225MTEAM 5REPS 4
Edgewater Pro Sports Financial
RIAAvon, OH
AUM $225MTEAM 4REPS 4
Capital Advisory Group, Inc.
RIADallas, TX
AUM $225MTEAM 3REPS 2
Global Delta Capital, LLC
RIASomerville, MA
AUM $225MTEAM 13REPS 2
Plexo Capital Management, LLC
RIAAUM $225MTEAM 2REPS 1
Retirement Plans, Inc.
RIAWesterville, OH
AUM $225MTEAM 6REPS 1
Bantamac Capital, LLC
RIAChicago, IL
AUM $225MTEAM 4REPS 3
Drawbridge Capital
RIATulsa, OK
AUM $225MTEAM 10REPS 7
WL Ross & Co LLC
RIADallas, TX
AUM $225MTEAM 9REPS 4
Prato Capital Management
RIAWhite Plains, NY
AUM $225MTEAM 4REPS 3
Allied Private Wealth
RIABoca Raton, FL
AUM $224MTEAM 4REPS 3
REB Capital Management, LLC
RIADallas, TX
AUM $224MTEAM 4REPS 2
Financial Management, Inc.
RIALittle Rock, AR
AUM $224MTEAM 6REPS 9
Iadvise Partners
RIANew York, NY
AUM $224MTEAM 3REPS 3
Sun Group Wealth Partners LLC
RIAIrvine, CA
AUM $224MTEAM 7REPS 3
Arrowmark Asset Management, LLC
RIADenver, CO
AUM $224MTEAM 5REPS 2
Orca Wealth Management, LLC
RIANew Port Richey, FL
AUM $224MTEAM 3REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?