RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
RR Advisors, LLC
RIADallas, TX
AUM $497MTEAM 8REPS 5
Riposte Capital LLC
RIANew York, NY
AUM $497MTEAM 9REPS 4
Steinberganna Wealth Management LLC
RIAHuntington, NY
AUM $496MTEAM 3REPS 3
Peavine Capital, LLC
RIAAUM $496MTEAM 2REPS 2
Powerlaw Fund Adviser, LLC
RIASan Francisco, CA
AUM $496MTEAM 14REPS 7
White Oaks Investment Management, Inc
RIASarasota, FL
AUM $496MTEAM 2REPS 2
Relevance Capital Management
RIADenton, TX
AUM $496MTEAM 5REPS 5
Structural Capital Management Company II, LP
RIAMenlo Park, CA
AUM $496MTEAM 11REPS 4
Monarch Capital Management Inc
RIAFort Wayne, IN
AUM $496MTEAM 8REPS 8
Klosters Capital
RIAMiami, FL
AUM $496MTEAM 7REPS 4
Piedmont Capital Management, LLC
RIAGreensboro, NC
AUM $496MTEAM 24REPS 6
Cherrydale Wealth Management, LLC
RIAMontclair, NJ
AUM $495MTEAM 3REPS 1
Mccay Wealth Advisory LLC
RIAManchester, TN
AUM $495MTEAM 10REPS 5
Semmax Financial Advisors, Inc.
RIAWinston Salem, NC
AUM $495MTEAM 18REPS 8
Wasatch Health Partners
RIASalt Lake City , UT
AUM $495MTEAM 8REPS 5
Great Range Capital, LLC
RIAMission Woods, KS
AUM $495MTEAM 17REPS 3
Portfolio Advisory Council,L.L.C.
RIAHouston, TX
AUM $495MTEAM 9REPS 7
Infanger Investment Technology, LLC
RIAMountain View, CA
AUM $495MTEAM 2REPS 3
Greystone Financial Group, LLC
RIABloomfield Hills, MI
AUM $495MTEAM 8REPS 4
JDH Wealth Management, LLC
RIASanta Rosa, CA
AUM $495MTEAM 2REPS 1
Sterling Wealth Management, Inc.
RIAChampaign, IL
AUM $495MTEAM 7REPS 8
Pacific Ridge Capital Partners, LLC
RIALake Oswego, OR
AUM $495MTEAM 10REPS 7
Lincolnshire Management, Inc.
RIANew York, NY
AUM $494MTEAM 23REPS 6
The Connor Group Fund Manager, LLC
RIAMiamisburg, OH
AUM $494MTEAM 6REPS 0
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?