RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Hedgeye Asset Management, LLC
RIAStamford, CT
AUM $443MTEAM 10REPS 8
Bright Road Wealth Management, LLC
RIAAnchorage, AK
AUM $443MTEAM 13REPS 11
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
Luminus Management, LLC
RIAHouston, TX
AUM $443MTEAM 8REPS 2
James R. Martin Consulting, Inc
RIAVancouver, WA
AUM $443MTEAM 3REPS 3
Lifesteps Financial
RIAClaremont, CA
AUM $443MTEAM 9REPS 7
Thackeray Partners
RIADallas, TX
AUM $443MTEAM 11REPS 2
Money Management Services Inc
RIABirmingham, AL
AUM $443MTEAM 12REPS 6
SWS Partners, LLC
RIAColumbus, OH
AUM $443MTEAM 6REPS 6
East Bridge Capital Management LP
RIABoston, MA
AUM $442MTEAM 5REPS 3
Figure Investment Advisors, LLC
RIASan Francisco, CA
AUM $442MTEAM 5REPS 4
Oak Harbor Capital, LLC
RIALas Vegas, NV
AUM $442MTEAM 20REPS 3
Ikalon Advisors LLC
RIAMiami, FL
AUM $442MTEAM 2REPS 3
Landmark Wealth Management, LLC
RIAMelville, NY
AUM $442MTEAM 6REPS 6
Durational Capital Management LP
RIANew York, NY
AUM $442MTEAM 5REPS 3
Ovata Capital Management LLC
RIAHong Kong
AUM $442MTEAM 5REPS 2
Meridiana
RIACoral Gables, FL
AUM $442MTEAM 5REPS 4
Templeton Financial Services Inc.
RIAChandler, AZ
AUM $442MTEAM 4REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?