RIAs: $100M – $500M AUM
7,765 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Rookwood Wealth Management, LLC
RIAAUM $205MTEAM 2REPS 1
Osbon Capital Management, LLC
RIABoston, MA
AUM $205MTEAM 3REPS 2
Safebridge LLC
RIAAUM $205MTEAM 1REPS 1
White Rock Oil & Gas Holdings, LLC
RIAPlano, TX
AUM $205MTEAM 10REPS 4
Blue Marble Investments
RIASanta Barbara, CA
AUM $205MTEAM 3REPS 4
Trident Management LLC
RIANew York, NY
AUM $205MTEAM 10REPS 4
Chesapeake Investment Management LLC
RIAMclean, VA
AUM $205MTEAM 7REPS 7
021 Investments LLC
RIACoral Gables, FL
AUM $205MTEAM 5REPS 2
Flavin Financial Services, Inc.
RIAMelbourne, FL
AUM $205MTEAM 4REPS 4
3rd Creek Investments
RIAAUM $205MTEAM 4REPS 4
Kirk Capital Advisors LLC
RIAVienna, VA
AUM $205MTEAM 5REPS 3
Northavenue LLC
RIAColumbus, OH
AUM $205MTEAM 9REPS 3
The Herbst Group, LLC
RIAAUM $205MTEAM 7REPS 3
Kohlhepp Investment Advisors, Ltd.
RIADoylestown, PA
AUM $205MTEAM 6REPS 3
Mittelman Wealth Management
RIAAUM $205MTEAM 1REPS 1
Donalies Financial Planning, LLC
RIAAUM $205MTEAM 5REPS 4
Momentum Wealth Planning
RIAAUM $205MTEAM 2REPS 3
Broyhill Asset Management, LLC
RIACharlotte, NC
AUM $205MTEAM 6REPS 4
Mcginn Penninger Investment Management Inc.
RIAAlexandria, VA
AUM $204MTEAM 5REPS 6
The William Allan Corporation
RIAFort Collins, CO
AUM $204MTEAM 12REPS 7
Prospect Financial Group LLC
RIAAUM $204MTEAM 2REPS 2
John A. Bysko Associates
RIAOld Lyme, CT
AUM $204MTEAM 1REPS 1
Extant Capital LLC
RIAMenands, NY
AUM $204MTEAM 2REPS 1
Guiry Capital Management, LLC
RIAPalm Beach Gardens, FL
AUM $204MTEAM 2REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?