RIAs: $100M – $500M AUM
7,831 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Richard Ney & Associates Asset Management, Inc.
RIAAUM $193MTEAM 1REPS 1
Acon Investments Management, LLC
RIAWashington, DC
AUM $193MTEAM 16REPS 7
Fulcrum Wealth Management
RIAPlano, TX
AUM $193MTEAM 4REPS 5
Setchfield Asset Management
RIABradenton, FL
AUM $193MTEAM 2REPS 2
Arcadia Funds
RIABurlington, MA
AUM $193MTEAM 9REPS 4
Falcon Bridge Capital
RIAOakland, CA
AUM $193MTEAM 6REPS 3
Thomas Leo Advisory, LLC
RIAMinneapolis, MN
AUM $193MTEAM 2REPS 2
Numa
RIAMiami, FL
AUM $193MTEAM 10REPS 2
Davis Private Wealth, LLC
RIARoyal Palm Beach, FL
AUM $193MTEAM 3REPS 2
Mozayyx Management LLC
RIAAustin, TX
AUM $193MTEAM 4REPS 3
Grizzlyrock Capital, LLC
RIAChicago, IL
AUM $193MTEAM 2REPS 4
Tailwinds Wealth, LLC
RIAVadnais Heights, MN
AUM $193MTEAM 8REPS 8
Quantstreet Capital
RIAAUM $193MTEAM 2REPS 2
Blue Water Life Science Advisors, LP
RIAAUM $193MTEAM 2REPS 1
Financial Elements, Inc
RIARolling Meadows, IL
AUM $193MTEAM 2REPS 1
Happiness in Retirement
RIASchenectady, NY
AUM $193MTEAM 8REPS 6
Cadia Private Client LLC
RIAParsippany, NJ
AUM $193MTEAM 3REPS 2
Excel Capital Management Corp
RIAWarren, NJ
AUM $193MTEAM 2REPS 3
Southern Capital Services Inc
RIADaphne, AL
AUM $192MTEAM 7REPS 4
CIG Asset Management, Inc.
RIASouthfield, MI
AUM $192MTEAM 8REPS 4
Greenshields Capital LLC
RIAEl Segundo, CA
AUM $192MTEAM 2REPS 2
Park State Asset Management LLC
RIABeverly, MA
AUM $192MTEAM 6REPS 4
Hampton Rock Wealth Management
RIAAustin, TX
AUM $192MTEAM 7REPS 7
Blueheel LLC
RIADallas, TX
AUM $192MTEAM 4REPS 2
Other AUM ranges
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