RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
CORNERSTONE PORTFOLIO RESEARCH
RIAAUM $444MTEAM 8REPS 6
CM INVESTMENT PARTNERS, LLC
RIANew York, NY
AUM $444MTEAM 14REPS 3
CARLISLE TAX CREDIT ADVISORS
RIAAUM $444MTEAM 8REPS 2
HAMILTON CAPITAL PARTNERS, LLC
RIAAtlanta, GA
AUM $444MTEAM 5REPS 2
KING RIVER CAPITAL MANAGEMENT PTY LTD
RIAsurry hills new south wales
AUM $444MTEAM 20REPS 9
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD.
RIASINGAPORE
AUM $444MTEAM 18REPS 5
O'BOYLE WEALTH MANAGEMENT, INC.
RIABeverly Hills, CA
AUM $444MTEAM 5REPS 5
CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC
RIAAUM $444MTEAM 1REPS 1
SOCIAL LEVERAGE ADVISORS, LLC
RIAScottsdale, AZ
AUM $444MTEAM 7REPS 4
PAVION BLUE CAPITAL, LLC
RIANEWPORT BEACH, CA
AUM $444MTEAM 4REPS 2
LUMBARD & KELLNER, LLC
RIAHOLLIS, NH
AUM $444MTEAM 4REPS 5
STONE SUMMIT WEALTH LLC
RIAAUM $444MTEAM 3REPS 3
INVISTA ADVISORS
RIAMONTGOMERY, AL
AUM $444MTEAM 8REPS 8
ORION INVESTMENT CO
RIASAINT LOUIS, MO
AUM $444MTEAM 6REPS 4
CANDACE SHIRA ASSOCIATES, LLC
RIAPITTSFORD, NY
AUM $443MTEAM 4REPS 4
HEDGEYE ASSET MANAGEMENT, LLC
RIASTAMFORD, CT
AUM $443MTEAM 10REPS 8
BRIGHT ROAD WEALTH MANAGEMENT, LLC
RIAANCHORAGE, AK
AUM $443MTEAM 13REPS 12
FINANCIAL FREEDOM
RIACINCINNATI, OH
AUM $443MTEAM 4REPS 3
MEMBERS ADVISORY GROUP, LLC
RIAWILLIAMSVILLE, NY
AUM $443MTEAM 7REPS 4
GREYKASELL WEALTH STRATEGIES, INC.
RIADANVILLE, CA
AUM $443MTEAM 5REPS 2
INLAND ADVISORY SERVICES, LLC
RIAOAK BROOK, IL
AUM $443MTEAM 48REPS 2
SELKIRK MANAGEMENT, LLC
RIACHATHAM, NJ
AUM $443MTEAM 4REPS 4
SPIEGELMAN WEALTH MANAGEMENT, INC.
RIAWALNUT CREEK, CA
AUM $443MTEAM 4REPS 3
ULLAND INVESTMENT ADVISORS, LLC
RIAMINNEAPOLIS, MN
AUM $443MTEAM 5REPS 3
Other AUM ranges
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